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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3701
Primoris Wealth Advisors
Florida
$350K -$1.22M -9,760 -75%
WB
3702
West Bancorporation
Iowa
$348K -$118K -942 -22%
JBA
3703
Johnson Bixby & Associates
Washington
$348K +$12.5K +100 +3%
SHFA
3704
SC&H Financial Advisors
Maryland
$346K -$85.1K -680 -17%
SLA
3705
Silver Lake Advisory
Utah
$344K +$5K +40 +1%
FA
3706
Faithward Advisors
Pennsylvania
$344K +$128K +1,020 +46%
RBCM
3707
Raub Brock Capital Management
California
$343K +$1K +8 +0.2%
AMG
3708
Advisors Management Group
Wisconsin
$343K +$16K +128 +4%
BA
3709
Bluesphere Advisors
Pennsylvania
$342K -$3.17M -25,357 -89%
GFP
3710
Guardian Financial Partners
California
$342K -$37.5K -300 -9%
KFS
3711
Kelly Financial Services
Massachusetts
$340K +$48.1K +384 +14%
FFMBT
3712
First Farmers & Merchants Bank Trust
Tennessee
$340K -$2K -16 -0.5%
TWM
3713
Tanager Wealth Management
United Kingdom
$340K – – –
CSIA
3714
Charles Schwab Investment Advisory
California
$339K +$73.7K +589 +23%
AAM
3715
Ameraudi Asset Management
New York
$338K +$398K +3,180 New
MWPCG
3716
Measured Wealth Private Client Group
New Hampshire
$334K -$47.3K -378 -11%
LFG
3717
Lockerman Financial Group
California
$333K -$5.51K -44 -1%
HIS
3718
Harvest Investment Services
Illinois
$333K +$5.26K +42 +1%
FPWM
3719
FSB Premier Wealth Management
Iowa
$333K +$22K +176 +6%
PFG
3720
Pinnacle Financial Group
Illinois
$333K +$74.7K +597 +24%
VBFP
3721
Valtinson Bruner Financial Planning
Minnesota
$332K +$3.25K +26 +0.8%
MWM
3722
Maripau Wealth Management
Indiana
$332K +$39.3K +314 +15%
FSA
3723
Financial Sense Advisors
California
$331K -$170K -1,360 -30%
BWA
3724
Beam Wealth Advisors
Louisiana
$330K +$146K +1,166 +60%
PWA
3725
Phoenix Wealth Advisors
North Carolina
$329K +$82.6K +660 +27%
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