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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMG
2676
Compass Wealth Management (Georgia)
Georgia
$862K -$89.9K -226 -10%
CW
2677
Cedarwood Wealth
Colorado
$861K -$12.7K -32 -2%
DWG
2678
Darden Wealth Group
Michigan
$859K -$31.8K -80 -4%
KCM
2679
KRS Capital Management
Michigan
$859K – – –
PGF
2680
Plan Group Financial
Oklahoma
$858K -$239K -601 -23%
SHFG
2681
S Harris Financial Group
Texas
$857K +$28.2K +71 +4%
RMP
2682
Richards, Merrill & Peterson
Washington
$854K +$25.1K +63 +3%
EWM
2683
Evermay Wealth Management
Virginia
$853K +$34.2K +86 +4%
IJWM
2684
Inman Jager Wealth Management
Mississippi
$852K -$18.3K -46 -2%
VIA
2685
Victrix Investment Advisors
Florida
$851K -$11.9K -30 -1%
OC
2686
Oakworth Capital
Alabama
$850K +$27.8K +70 +4%
KW
2687
KWB Wealth
California
$850K +$32.2K +81 +4%
NWM
2688
Nova Wealth Management
Florida
$849K +$228K +573 +40%
SA
2689
Sylvest Advisors
Texas
$849K +$49.3K +124 +7%
CIS
2690
Custom Index Systems
New York
$847K -$26.2K -66 -3%
PA
2691
PFW Advisors
Georgia
$847K -$8.75K -22 -1%
4WM
2692
49 Wealth Management
Texas
$847K +$251K +632 +46%
A
2693
Alongside
Texas
$847K +$801K +2,014 New
LWP
2694
LeClair Wealth Partners
Ohio
$847K +$801K +2,013 New
SIA
2695
SeaBridge Investment Advisors
New Jersey
$847K -$69.6K -175 -8%
WJA
2696
Willis Johnson & Associates
Texas
$846K -$2.52M -6,337 -76%
CD
2697
Chapin Davis
Maryland
$845K +$72.4K +182 +10%
EV
2698
EJMK Ventures
Illinois
$845K +$120K +301 +18%
CVM
2699
Cheviot Value Management
California
$843K – – –
CCG
2700
Ceeto Capital Group
Florida
$841K – – –
106 107
108
109 110