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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3676
Puff Wealth Management
New Jersey
$5.85M +$5.78M +20,213 New
KHCM
3677
Kirtland Hills Capital Management
Ohio
$5.85M +$406K +1,421 +8%
JWWM
3678
Johnson & White Wealth Management
Pennsylvania
$5.84M +$215K +751 +4%
FCM
3679
Fogel Capital Management
Florida
$5.84M +$14.6K +51 +0.3%
WP
3680
WealthSpring Partners
California
$5.84M -$1.14K -4 -0%
RIP
3681
Reliant Investment Partners
North Carolina
$5.84M -$78.4K -274 -1%
CGF
3682
Constant Guidance Financial
Massachusetts
$5.84M +$1.79M +6,262 +45%
BFA
3683
Bright Financial Advisors
Michigan
$5.84M -$6.87K -24 -0.1%
PC
3684
Peavine Capital
Nevada
$5.83M – – –
VIPI
3685
Vista Investment Partners II
Indiana
$5.82M +$68.9K +241 +1%
VCWM
3686
Vista Cima Wealth Management
Arizona
$5.82M -$229K -802 -4%
EIP
3687
Essential Investment Partners
Colorado
$5.81M -$348K -1,217 -6%
GC
3688
Gilbert & Cook
Iowa
$5.81M +$1.23M +4,296 +27%
MWM
3689
Mascagni Wealth Management
Mississippi
$5.81M -$61.5K -215 -1%
SWM
3690
Salvus Wealth Management
New Jersey
$5.81M -$149K -521 -3%
UWP
3691
Uniting Wealth Partners
Kansas
$5.8M -$384K -1,344 -6%
PAS
3692
Parsonex Advisory Services
Colorado
$5.8M +$79.5K +278 +1%
EWM
3693
Elevation Wealth Management
Minnesota
$5.8M -$71.2K -249 -1%
WPA
3694
West Paces Advisors
Georgia
$5.79M -$130K -454 -2%
FFA
3695
Fortune Financial Advisors
Kansas
$5.79M +$3.43K +12 +0.1%
TA
3696
TPG Advisors
Illinois
$5.79M -$62.9K -220 -1%
WAG
3697
Wiser Advisor Group
Arizona
$5.79M -$532K -1,861 -9%
GL
3698
Gerber LLC
Ohio
$5.78M -$57.2K -200 -1%
KCIC
3699
Kuhn & Co Investment Counsel
Illinois
$5.78M +$62.4K +218 +1%
CFGA
3700
Cambridge Financial Group (Arizona)
Arizona
$5.78M – – –
146 147
148
149 150