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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1151
Acima Private Wealth
Virginia
$386K – – –
BFC
1152
Bedel Financial Consulting
Indiana
$386K +$13.1K +100 +3%
SWGC
1153
Summit Wealth Group (Colorado)
Colorado
$386K +$98.5K +750 +30%
AG
1154
Algert Global
California
$385K -$108K -822 -20%
MMA
1155
Mizuho Markets Americas
New York
$385K +$427K +3,248 New
EAM
1156
Empirical Asset Management
Massachusetts
$384K +$29.2K +222 +7%
SG
1157
StoneX Group
New York
$384K -$171K -1,305 -29%
BWS
1158
Buck Wealth Strategies
Colorado
$384K +$237K +1,805 +126%
AWM
1159
Arista Wealth Management
Nevada
$382K +$423K +3,223 New
JWS
1160
Juncture Wealth Strategies
Arizona
$380K -$88.6K -674 -17%
NIWA
1161
New Insight Wealth Advisors
California
$379K -$49.5K -377 -11%
HIA
1162
Harbor Investment Advisory
Maryland
$378K -$123K -937 -23%
TWP
1163
Triad Wealth Partners
Kansas
$378K +$21.7K +165 +5%
RCAG
1164
Rehmann Capital Advisory Group
Michigan
$374K +$95.5K +727 +30%
SCM
1165
Saxony Capital Management
Missouri
$374K +$6.7K +51 +2%
CCG
1166
Capital CS Group
California
$372K +$412K +3,134 New
FSA
1167
Fort Sheridan Advisors
Illinois
$371K -$17.6K -134 -4%
PCH
1168
PGIM Custom Harvest
New Jersey
$371K +$66.4K +505 +19%
FFM
1169
Forum Financial Management
Illinois
$369K -$621K -4,729 -60%
VAG
1170
VisionPoint Advisory Group
Texas
$369K +$30.2K +230 +8%
GJWM
1171
Gilliland Jeter Wealth Management
Arkansas
$368K +$7.23K +55 +2%
OPWM
1172
Oxinas Partners Wealth Management
Indiana
$367K +$2.37K +18 +0.6%
HFP
1173
Holistic Financial Partners
Indiana
$367K -$7.88K -60 -2%
BOSSRA
1174
B.O.S.S. Retirement Advisors
Utah
$364K -$126K -956 -24%
DI
1175
Diligent Investors
California
$364K -$31.9K -243 -7%
45 46
47
48 49