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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3126
Invictus Private Wealth
Colorado
$873K -$158K -493 -16%
SWM
3127
Shepherd Wealth Management
Ohio
$873K – – –
IWM
3128
Iams Wealth Management
Nebraska
$871K +$157K +490 +24%
GCA
3129
Gradient Capital Advisors
California
$870K -$30.2K -94 -4%
EC
3130
EdgeRock Capital
Colorado
$869K +$86.7K +270 +12%
RIP
3131
RAM Investment Partners
Washington
$868K +$23.8K +74 +3%
FB
3132
Finward Bancorp
Indiana
$866K -$8.03K -25 -1%
MWA
3133
Madson Wealth Advisors
California
$865K +$64.5K +201 +9%
CRIG
3134
Charter Research & Investment Group
Connecticut
$865K – – –
LMFP
3135
Larry Mathis Financial Planning
Arizona
$864K -$43K -134 -5%
ACM
3136
Academy Capital Management
Texas
$864K +$5.46K +17 +0.7%
WCFA
3137
Walkner Condon Financial Advisors
Wisconsin
$864K +$143K +445 +21%
HA
3138
Hofer & Associates
California
$864K +$269K +839 +50%
MFF
3139
Michels Family Financial
Texas
$864K +$11.2K +35 +1%
GCM
3140
Genus Capital Management
British Columbia, Canada
$864K -$71K -221 -8%
VFP
3141
Vilga Financial Planning
New Jersey
$863K +$10.6K +33 +1%
CA
3142
Calton & Associates
Florida
$854K -$181K -563 -18%
OIS
3143
OneAscent Investment Solutions
Alabama
$854K -$30.2K -94 -4%
I
3144
INVST
Indiana
$854K -$141K -440 -15%
LWMNY
3145
Landmark Wealth Management (New York)
New York
$853K +$2.89K +9 +0.4%
GIP
3146
Greatmark Investment Partners
Georgia
$852K – – –
RFW
3147
Rainier Family Wealth
Washington
$852K +$5.46K +17 +0.7%
DA
3148
Detalus Advisors
Missouri
$850K -$414K -1,291 -34%
BA
3149
Birinyi Associates
Connecticut
$850K +$321 +1 +0%
SCA
3150
Sandy Cove Advisors
Massachusetts
$849K +$105K +328 +15%
124 125
126
127 128