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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3026
Astra Wealth Partners
New Jersey
$441K +$351K +1,092 New
SFG
3027
Sunburst Financial Group
Alabama
$441K – – –
SFG
3028
Sather Financial Group
Texas
$440K -$37.6K -117 -10%
C
3029
Covestor
United Kingdom
$440K -$56.6K -176 -14%
ISFAN
3030
Investor's Fiduciary Advisor Network
Washington
$440K +$351K +1,090 New
LFA
3031
Lauterbach Financial Advisors
Texas
$440K – – –
PAMG
3032
Patton Albertson Miller Group
Tennessee
$440K +$12.9K +40 +4%
SO
3033
Sierra Ocean
California
$439K +$350K +1,087 New
CC
3034
Copperleaf Capital
North Carolina
$438K -$1.61K -5 -0.5%
4WM
3035
44 Wealth Management
Oregon
$438K +$5.15K +16 +1%
NLWP
3036
Next Level Wealth Planning
Idaho
$437K +$348K +1,082 New
HWM
3037
HighMark Wealth Management
Minnesota
$437K -$27.3K -85 -7%
HFM
3038
Hartford Financial Management
Connecticut
$437K – – –
MSWM
3039
Mowery & Schoenfeld Wealth Management
Illinois
$436K -$22.2K -69 -6%
EFP
3040
Elser Financial Planning
Indiana
$436K +$347K +1,079 New
NL
3041
Navalign LLC
California
$433K -$273K -849 -44%
AC
3042
AWM Capital
Arizona
$433K +$345K +1,072 New
WAM
3043
Wallington Asset Management
Indiana
$432K – – –
SAM
3044
Strive Asset Management
Ohio
$430K +$343K +1,066 New
SL
3045
Summitry LLC
California
$430K -$79.8K -248 -19%
APW
3046
Axim Planning & Wealth
Ohio
$430K -$79.1K -246 -19%
BBPWM
3047
Blue Bell Private Wealth Management
Pennsylvania
$430K +$4.5K +14 +1%
SPAS
3048
Spectrum Planning & Advisory Services
California
$430K +$14.5K +45 +4%
CP
3049
Cornerstone Planning
North Carolina
$430K +$343K +1,065 New
SEM
3050
Suncoast Equity Management
Florida
$430K +$82K +255 +32%
120 121
122
123 124