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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3651
Whelan Financial
California
$387K +$22.7K +230 +5%
E
3652
ETFidea
New York
$387K +$12.2K +124 +3%
MWM
3653
Massachusetts Wealth Management
Massachusetts
$384K +$368K +3,725 New
ESCM
3654
Echo Street Capital Management
New York
$383K +$44.6K +451 +11%
HFS
3655
Horizon Financial Services
North Carolina
$382K – – –
HFS
3656
Heritage Financial Services
Massachusetts
$381K +$494 +5 +0.1%
B
3657
BetterWealth
California
$381K – – –
CSWG
3658
Cardinal Strategic Wealth Guidance
Kentucky
$381K +$41.1K +416 +10%
SPW
3659
Sonoma Private Wealth
California
$381K +$448K +4,534 New
FS
3660
Ferguson Shapiro
Georgia
$381K -$52.4K -530 -10%
RPCA
3661
Running Point Capital Advisors
California
$379K -$4.94K -50 -1%
EW
3662
Element Wealth
Mississippi
$379K +$27.8K +281 +7%
MCIA
3663
Mountain Capital Investment Advisors
Colorado
$378K -$4.33M -43,785 -91%
D
3664
Dentgroup
Louisiana
$377K +$83.9K +849 +23%
OFP
3665
OLIO Financial Planning
Virginia
$377K -$2.07K -21 -0.5%
WRM
3666
Weybosset Research & Management
Rhode Island
$375K -$15.8K -160 -3%
KC
3667
Kenfarb & Co
Kentucky
$375K – – –
CWM
3668
Campbell Wealth Management
Virginia
$374K -$55.5K -562 -11%
BBW
3669
Blue Barn Wealth
Utah
$373K -$385K -3,895 -47%
OWM
3670
Opes Wealth Management
California
$372K +$9.88K +100 +2%
RTL
3671
Red Tortoise LLC
Georgia
$372K +$437K +4,424 New
LIA
3672
Luken Investment Analytics
Tennessee
$370K +$435K +4,400 New
PFA
3673
Petra Financial Advisors
Colorado
$370K +$435K +4,400 New
MA
3674
MBA Advisors
Pennsylvania
$369K -$111K -1,125 -20%
SDJVC
3675
St. Denis J. Villere & Co
Louisiana
$369K -$73.1K -740 -14%
145 146
147
148 149