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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3726
AAF Wealth Management
Massachusetts
$360K +$37.9K +300 +10%
JBA
3727
Johnson Bixby & Associates
Washington
$359K -$12.6K -100 -3%
WIM
3728
Warwick Investment Management
Texas
$358K +$400K +3,166 New
BC
3729
Bridgefront Capital
Texas
$358K +$400K +3,168 New
CWM
3730
Cherrydale Wealth Management
New Jersey
$357K +$19.2K +152 +5%
BA
3731
Bellwether Advisors
Nebraska
$357K +$61K +483 +18%
NS
3732
Newman & Schimel
Illinois
$356K +$109K +865 +38%
LFS
3733
Lutz Financial Services
Nebraska
$356K +$398K +3,148 New
PWM
3734
Peterson Wealth Management
Nevada
$356K +$398K +3,148 New
HFS
3735
HBC Financial Services
Washington
$354K -$10.1K -80 -3%
GFP
3736
Guardian Financial Partners
California
$353K -$12.6K -100 -3%
FSA
3737
Financial Sense Advisors
California
$353K – – –
WCM
3738
Wealthcare Capital Management
Virginia
$352K +$39.2K +310 +11%
TC
3739
TAP Consulting
Missouri
$350K -$65.6K -519 -14%
VBFP
3740
Valtinson Bruner Financial Planning
Minnesota
$350K -$3.41K -27 -0.9%
PWA
3741
Phoenix Wealth Advisors
North Carolina
$350K – – –
GWM
3742
Gitterman Wealth Management
New Jersey
$350K +$36.3K +287 +10%
MFG
3743
Menard Financial Group
Texas
$348K -$333K -2,633 -46%
OWM
3744
Orgel Wealth Management
Wisconsin
$348K +$25.3K +200 +7%
ACA
3745
Anchor Capital Advisors
Massachusetts
$346K – – –
MPPW
3746
Mitchell & Pahl Private Wealth
Oklahoma
$346K +$2.27K +18 +0.6%
PE
3747
Point72 Europe
United Kingdom
$346K +$387K +3,059 New
BWA
3748
Beam Wealth Advisors
Louisiana
$345K -$6.7K -53 -2%
TCM
3749
Towercrest Capital Management
Pennsylvania
$345K +$1.01K +8 +0.3%
HPWM
3750
High Pines Wealth Management
Massachusetts
$343K +$27.2K +215 +8%
148 149
150
151 152