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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
3026
Intrua Financial
Texas
$975K +$321 +1 +0%
HFS
3027
Howard Financial Services
Texas
$975K +$23.8K +74 +3%
WMA
3028
West Michigan Advisors
Michigan
$974K -$165K -515 -15%
USWIA
3029
UP Strategic Wealth Investment Advisors
Pennsylvania
$974K +$128K +398 +18%
CFM
3030
Compass Financial Management
Florida
$973K +$881K +2,745 New
IIM
3031
Ironwood Investment Management
Massachusetts
$972K -$179K -558 -16%
KA
3032
KDT Advisors
New York
$971K +$51K +159 +6%
BWM
3033
BlackDiamond Wealth Management
New York
$970K +$24.1K +75 +3%
HWMO
3034
Heritage Wealth Management (Ohio)
Ohio
$970K -$4.5K -14 -0.5%
BF
3035
Brucke Financial
Indiana
$968K -$30.2K -94 -3%
BHBT
3036
Burke & Herbert Bank & Trust
Virginia
$966K -$9.63K -30 -1%
MCM
3037
MontVue Capital Management
Virginia
$966K +$642K +2,000 +245%
CA
3038
Crumly & Associates
Illinois
$965K +$642 +2 +0.1%
SF
3039
Seek First
California
$964K -$12.2K -38 -1%
KCP
3040
Kera Capital Partners
California
$962K +$128K +400 +17%
SHFG
3041
S Harris Financial Group
Texas
$961K +$31.5K +98 +4%
TCM
3042
Towercrest Capital Management
Pennsylvania
$960K – – –
DWS
3043
Discipline Wealth Solutions
South Carolina
$957K +$37.6K +117 +4%
BB
3044
Burford Brothers
Texas
$957K +$41.7K +130 +5%
SMA
3045
Seven Mile Advisory
New Jersey
$957K -$100K -312 -10%
AWAG
3046
ARS Wealth Advisors Group
Florida
$956K +$11.9K +37 +1%
G
3047
GenTrust
Florida
$953K +$375K +1,167 +72%
OCM
3048
Orleans Capital Management
Louisiana
$952K +$217K +677 +32%
HHRDM
3049
H&H Retirement Design & Management
Nevada
$951K -$73.2K -228 -8%
RWI
3050
Red Wave Investments
Pennsylvania
$949K -$16.1K -50 -2%
120 121
122
123 124