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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3676
GSB Wealth Management
Connecticut
$445K +$963 +3 +0.2%
RWA
3677
Rooted Wealth Advisors
Illinois
$444K +$52K +162 +14%
HIW
3678
Holos Integrated Wealth
Pennsylvania
$444K -$50.7K -158 -11%
DF
3679
Define Financial
California
$443K +$163K +508 +65%
SIM
3680
SSI Investment Management
California
$442K – – –
LC
3681
LCNB Corp
Ohio
$441K +$3.21K +10 +0.8%
AA
3682
Advisory Advocates
Michigan
$441K +$70K +218 +20%
MAG
3683
MRA Advisory Group
New Jersey
$440K -$204K -635 -33%
CIS
3684
Custom Index Systems
New York
$440K -$1.93K -6 -0.5%
CPG
3685
Cornerstone Planning Group
New Jersey
$437K +$26K +81 +7%
GK
3686
Graney & King
New York
$436K +$8.35K +26 +2%
CCWP
3687
Cedar Cove Wealth Partners
Minnesota
$435K -$7.71K -24 -2%
CGA
3688
Crescent Grove Advisors
Illinois
$435K +$321 +1 +0.1%
SFG
3689
Strive Financial Group
Indiana
$435K +$15.4K +48 +4%
WCP
3690
Wealthcare Capital Partners
Pennsylvania
$435K – – –
AG
3691
AmeriFlex Group
Nevada
$435K +$88.9K +277 +28%
OCM
3692
Orser Capital Management
Texas
$433K -$12.8K -40 -3%
BCMLT
3693
Beacon Capital Management LLC (Tennessee)
Tennessee
$431K -$50.4K -157 -11%
AIA
3694
AIMZ Investment Advisors
California
$431K – – –
RWM
3695
Rialto Wealth Management
New York
$431K +$78.3K +244 +24%
RTC
3696
Real Talk Capital
Tennessee
$430K -$2.25K -7 -0.6%
CWA
3697
CogentBlue Wealth Advisors
Tennessee
$430K +$68.4K +213 +20%
JGIA
3698
Jackson Grant Investment Advisers
Connecticut
$430K +$7.38K +23 +2%
AWAP
3699
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$430K -$6.1K -19 -1%
IW
3700
Instrumental Wealth
Florida
$429K +$46.6K +145 +13%
146 147
148
149 150