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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
3976
Enhancing Capital
Pennsylvania
$1.03M +$921K +5,827 New
BA
3977
Ballew Advisors
Mississippi
$1.03M -$1.16M -7,315 -55%
WWM
3978
Wiser Wealth Management
Georgia
$1.03M +$129K +818 +16%
HCA
3979
Hyperion Capital Advisors
New York
$1.03M – – –
SW
3980
Simplicity Wealth
New Jersey
$1.03M +$914K +5,781 New
ACA
3981
Aspire Capital Advisors
Washington
$1.03M +$913K +5,775 New
JRFS
3982
James Reed Financial Services
Ohio
$1.02M +$909K +5,749 New
FWM
3983
FFT Wealth Management
Pennsylvania
$1.02M +$907K +5,740 New
MDSL
3984
M.D. Sass LLC
New York
$1.02M +$907K +5,740 New
TDWM
3985
Topel & Distasi Wealth Management
California
$1.01M +$900K +5,695 New
KTA
3986
Keeley-Teton Advisors
Illinois
$1.01M – – –
IFO
3987
Independent Family Office
New York
$1.01M +$115K +730 +15%
GPA
3988
Guidance Point Advisors
Massachusetts
$1M +$632 +4 +0.1%
CCM
3989
Cullen Capital Management
New York
$1M – – –
MAG
3990
Mokosak Advisory Group
Iowa
$1M +$16.9K +107 +2%
TCFP
3991
Treasure Coast Financial Planning
Florida
$1M +$891K +5,636 New
EL
3992
Envoi LLC
Minnesota
$1M – – –
PFA
3993
Peak Financial Advisors
Colorado
$1M -$7.11K -45 -0.8%
EF
3994
Empowered Funds
Pennsylvania
$995K +$562K +3,555 +173%
KFSC
3995
Keystone Financial Services (Colorado)
Colorado
$994K +$885K +5,600 New
GWMI
3996
Guardian Wealth Management (Illinois)
Illinois
$989K +$880K +5,568 New
LWA
3997
LWS Wealth Advisors
New Jersey
$988K +$221K +1,397 +34%
HWM
3998
HighMark Wealth Management
Minnesota
$986K -$17.9K -113 -2%
EAM
3999
Empirical Asset Management
Massachusetts
$981K +$873K +5,525 New
HFW
4000
Horizon Family Wealth
Illinois
$980K +$872K +5,519 New
158 159
160
161 162