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Name Holding Trade Value Shares
Change 		Change in
Stake
JCIA
1326
Jackson Creek Investment Advisors
Colorado
$1.37M +$52.4K +300 +5%
SFG
1327
Synergy Financial Group
California
$1.37M +$126K +723 +12%
ZF
1328
Zega Financial
Florida
$1.36M +$137K +785 +13%
VBWMG
1329
Von Berge Wealth Management Group
California
$1.36M +$66.9K +383 +6%
BFS
1330
Bard Financial Services
Connecticut
$1.36M -$65.5K -375 -5%
PWA
1331
Physician Wealth Advisors
Utah
$1.36M -$20.6K -118 -2%
AL
1332
Aspiriant LLC
California
$1.36M -$57.8K -331 -5%
MSWM
1333
McGlone Suttner Wealth Management
Wisconsin
$1.35M +$86.2K +493 +10%
WWG
1334
West Wealth Group
California
$1.35M +$31.1K +178 +3%
BFA
1335
Beacon Financial Advisory
Ohio
$1.35M +$36.5K +209 +3%
CWM
1336
Cordatus Wealth Management
Pennsylvania
$1.35M +$25.5K +146 +2%
UWS
1337
Unique Wealth Strategies
Illinois
$1.35M – – –
RMDI
1338
R.M. Davis Inc
Maine
$1.35M +$32.2K +184 +3%
RRCP
1339
Rip Road Capital Partners
Massachusetts
$1.35M +$1.19M +6,800 New
GAM
1340
Grandview Asset Management
Pennsylvania
$1.34M -$9.09K -52 -0.8%
UAML
1341
US Asset Management LLC
Pennsylvania
$1.34M -$39.8K -228 -3%
GFA
1342
Gifford Fong Associates
California
$1.34M – – –
KLI
1343
Kelman-Lazarov Inc
Tennessee
$1.34M -$19.4K -111 -2%
FHC
1344
First Heartland Consultants
Missouri
$1.34M +$64.3K +368 +6%
AWM
1345
Aprio Wealth Management
Georgia
$1.34M +$153K +875 +15%
LA
1346
LexAurum Advisors
Kansas
$1.34M -$110K -632 -9%
PFA
1347
Pinnacle Family Advisors
Missouri
$1.33M -$506K -2,894 -30%
FIM
1348
Fernwood Investment Management
Massachusetts
$1.33M +$18.2K +104 +2%
FWP
1349
FAS Wealth Partners
Kansas
$1.33M +$175 +1 +0%
EAM
1350
Eschler Asset Management
United Kingdom
$1.33M +$1.16M +6,617 New
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