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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1251
Decision Investments
California
$267K -$1.89K -23 -0.8%
RIM
1252
RW Investment Management
Idaho
$267K +$244K +2,958 New
WPA
1253
West Paces Advisors
Georgia
$267K -$11.9K -145 -5%
CM
1254
Cercano Management
Washington
$267K – – –
GWM
1255
GDS Wealth Management
Texas
$267K +$1.89K +23 +0.8%
AC
1256
Apella Capital
Connecticut
$267K +$263K +3,192 New
HFM
1257
Hartford Financial Management
Connecticut
$266K -$23.9K -290 -9%
SYBT
1258
Stock Yards Bank & Trust
Kentucky
$265K -$38.7K -470 -14%
SFG
1259
Southern Financial Group
Alabama
$264K +$8.23K +100 +4%
MWA
1260
Midland Wealth Advisors
Illinois
$264K +$1.24K +15 +0.5%
RPCONE
1261
Retirement Planning Company of New England
Rhode Island
$264K +$240K +2,916 New
MAFA
1262
MJT & Associates Financial Advisory
Minnesota
$263K +$42.4K +515 +21%
IP
1263
Indivisible Partners
Florida
$262K +$239K +2,900 New
CPA
1264
Cardiff Park Advisors
California
$260K +$1.65K +20 +0.7%
RCWM
1265
Royal Capital Wealth Management
Indiana
$260K +$236K +2,871 New
BFA
1266
Bill Few Associates
Pennsylvania
$259K – – –
OP
1267
Oath Planning
Oklahoma
$259K – – –
CWM
1268
Collaborative Wealth Management
Florida
$259K – – –
PWPS
1269
Pinnacle Wealth Planning Services
Ohio
$259K +$1.56K +19 +0.7%
LWM
1270
LongView Wealth Management
Georgia
$256K +$2.31K +28 +0.9%
PSP
1271
Principal Street Partners
Tennessee
$254K – – –
V
1272
VeraBank
Texas
$253K – – –
MHIC
1273
Marble Harbor Investment Counsel
Massachusetts
$253K -$4.12K -50 -2%
AMBIA
1274
Allen Mooney & Barnes Investment Advisors
Georgia
$253K -$1.24K -15 -0.5%
SFG
1275
Sovereign Financial Group
Connecticut
$253K -$823 -10 -0.4%
49 50
51
52 53