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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
3126
Summit Wealth Group
Vermont
$785K +$12.8K +80 +2%
WFPG
3127
Waller Financial Planning Group
Ohio
$782K +$6.38K +40 +0.8%
HIM
3128
Hillsdale Investment Management
Ontario, Canada
$779K -$476K -2,980 -38%
SWAG
3129
Spectrum Wealth Advisory Group
California
$778K -$744K -4,660 -49%
WFA
3130
WestHill Financial Advisors
California
$778K +$763K +4,780 New
CF
3131
Corrigan Financial
Rhode Island
$775K +$16K +100 +2%
TFIPS
3132
Towarzystwo Funduszy Inwestycyjnych PZU SA
$775K +$760K +4,760 New
APC
3133
Aspire Private Capital
North Carolina
$775K +$6.38K +40 +0.8%
TCWA
3134
Ten Capital Wealth Advisors
Washington
$775K +$109K +680 +17%
JWBC
3135
John W. Brooker & Co
California
$772K – – –
PBC
3136
Pavion Blue Capital
California
$772K – – –
ACM
3137
Alamar Capital Management
California
$769K +$753K +4,720 New
AFS
3138
Annapolis Financial Services
Maryland
$765K +$750K +4,700 New
OWA
3139
Outlook Wealth Advisors
Texas
$762K +$35.1K +220 +5%
HCA
3140
Hyperion Capital Advisors
New York
$762K +$160K +1,000 +27%
CCA
3141
Conservest Capital Advisors
Pennsylvania
$759K – – –
DWMG
3142
DB Wealth Management Group
California
$756K +$740K +4,640 New
AWA
3143
Acorn Wealth Advisors
Michigan
$752K -$109K -680 -13%
AWM
3144
Act Wealth Management
Texas
$752K +$737K +4,620 New
HKAM
3145
Horizon Kinetics Asset Management
New York
$749K -$632K -3,960 -46%
CIEP
3146
Constellation Investimentos e Participacoes
Brazil
$749K – – –
SPWG
3147
Sage Private Wealth Group
Illinois
$749K +$734K +4,600 New
BOCM
3148
Bontempo Ohly Capital Management
Maryland
$739K – – –
OWM
3149
Opes Wealth Management
California
$739K +$303K +1,900 +72%
JWM
3150
Janiczek Wealth Management
Colorado
$739K +$361K +2,260 +99%
124 125
126
127 128