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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
2701
Sheets Smith Wealth Management
North Carolina
$628K +$322 +1 +0.1%
GC
2702
Grange Capital
Oregon
$628K +$500K +1,555 New
PFA
2703
Petra Financial Advisors
Colorado
$628K +$62.1K +193 +14%
SA
2704
Stewardship Advisors
Pennsylvania
$625K +$56K +174 +13%
TC
2705
Truvestments Capital
Florida
$625K +$87.5K +272 +21%
TS
2706
TradeWell Securities
Indiana
$625K +$498K +1,547 New
SCP
2707
Stevens Capital Partners
Nebraska
$625K +$82.4K +256 +20%
DA
2708
Doliver Advisors
Texas
$624K -$286K -890 -37%
MWM
2709
MOKAN Wealth Management
Kansas
$624K +$497K +1,545 New
GFG
2710
Greystone Financial Group
Michigan
$622K +$1.29K +4 +0.3%
WCP
2711
Wealthcare Capital Partners
Pennsylvania
$621K +$494K +1,536 New
KWM
2712
Kolinsky Wealth Management
New Jersey
$620K +$124K +386 +34%
CFMC
2713
Curbstone Financial Management Corp
New Hampshire
$620K -$83.7K -260 -14%
DIP
2714
DT Investment Partners
Pennsylvania
$620K +$9.65K +30 +2%
FWIA
2715
Fort Washington Investment Advisors
Ohio
$619K -$6.11K -19 -1%
VBA
2716
von Borstel & Associates
Oregon
$619K +$17.7K +55 +4%
CJ
2717
Caitlin John
Michigan
$616K +$9.01K +28 +2%
SPWG
2718
Syntegra Private Wealth Group
Missouri
$615K -$35.4K -110 -7%
CBTWT
2719
Community Bank & Trust (Waco, Texas)
Texas
$615K -$9.97K -31 -2%
EFH
2720
Eaton Financial Holdings
Florida
$613K +$1.29K +4 +0.3%
SHFA
2721
Sherrill & Hutchins Financial Advisory
Georgia
$613K -$496K -1,541 -50%
HFA
2722
Highland Financial Advisors
New Jersey
$612K +$487K +1,515 New
W
2723
Wealthquest
Ohio
$610K -$6.43K -20 -1%
BWG
2724
Berry Wealth Group
Texas
$609K +$15.4K +48 +3%
CG
2725
Clarus Group
Texas
$609K +$36.7K +114 +8%
107 108
109
110 111