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Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
3426
Madrona Financial Services
Washington
$614K +$101K +1,045 +21%
CWA
3427
CJM Wealth Advisers
Virginia
$614K – – –
CCA
3428
Conservest Capital Advisors
Pennsylvania
$614K +$163K +1,689 +40%
FC
3429
Financial Council
Maryland
$614K +$29K +300 +5%
BA
3430
Bluesphere Advisors
Pennsylvania
$613K -$234K -2,423 -29%
FTA
3431
Financial & Tax Architects
Missouri
$611K +$46K +476 +9%
PWA
3432
PCG Wealth Advisors
Kansas
$610K +$48.3K +500 +9%
WWMSC
3433
Wagner Wealth Management (South Carolina)
South Carolina
$609K -$2.42K -25 -0.4%
T
3434
TNF
Montana
$608K -$773 -8 -0.1%
TFM
3435
TFC Financial Management
Massachusetts
$608K +$151K +1,568 +36%
APIM
3436
Agate Pass Investment Management
Washington
$607K -$5.41K -56 -0.9%
DSA
3437
Droms Strauss Advisors
Missouri
$607K -$1.93K -20 -0.3%
RWP
3438
Ridgecrest Wealth Partners
California
$604K -$8.79K -91 -2%
LFA
3439
Legend Financial Advisors
Pennsylvania
$604K -$20.2K -209 -3%
MPPLM
3440
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$604K +$35.6K +368 +7%
SWAG
3441
Spectrum Wealth Advisory Group
California
$602K +$14.5K +150 +3%
MWA
3442
Motive Wealth Advisors
Michigan
$599K -$57.8K -598 -9%
AWA
3443
Archvest Wealth Advisors
California
$594K +$89.1K +922 +19%
CWM
3444
CCG Wealth Management
California
$592K -$128K -1,324 -19%
NCM
3445
NCM Capital Management
New Jersey
$592K -$46.9K -485 -8%
SP
3446
Saranac Partners
$592K +$219K +2,270 +66%
PG
3447
Prostatis Group
Maryland
$591K -$34.6K -358 -6%
FNT
3448
First Nebraska Trust
Nebraska
$591K – – –
OWM
3449
OneAscent Wealth Management
Alabama
$590K +$225K +2,332 +69%
VFPW
3450
Vantage Financial Partners (Wisconsin)
Wisconsin
$590K +$53.1K +550 +11%
136 137
138
139 140