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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
3901
Acima Private Wealth
Virginia
$249K – – –
RW
3902
Regimen Wealth
Georgia
$247K +$290K +2,940 New
OWM
3903
Orgel Wealth Management
Wisconsin
$245K -$15.8K -160 -5%
TCM
3904
TD Capital Management
Tennessee
$245K – – –
BWA
3905
Beam Wealth Advisors
Louisiana
$244K -$14.5K -147 -5%
LSC
3906
Lesa Sroufe & Co
Washington
$244K +$2.17K +22 +0.8%
OLA
3907
Oliver Luxxe Assets
New Jersey
$243K -$81.5K -825 -22%
KNFPWM
3908
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$243K +$286K +2,892 New
LTL
3909
Lowery Thomas LLC
California
$243K -$64.2K -650 -18%
AWA
3910
Alaska Wealth Advisors
Alaska
$243K +$24.4K +247 +9%
EIM
3911
Ervin Investment Management
Washington
$242K -$1.48K -15 -0.5%
BA
3912
Bellwether Advisors
Nebraska
$242K -$27.9K -282 -9%
DTC
3913
Davidson Trust Company
Washington
$242K -$43.5K -440 -13%
AWMG
3914
Alliance Wealth Management Group
New Jersey
$242K -$7.41K -75 -3%
SW
3915
Simplicity Wealth
New Jersey
$241K +$284K +2,874 New
DA
3916
DCM Advisors
New York
$241K -$1.97M -19,986 -87%
PL
3917
Parthenon LLC
Kentucky
$239K – – –
TPW
3918
TL Private Wealth
Texas
$239K +$271K +2,740 New
TWA
3919
TPB Wealth Advisors
Texas
$239K +$8.3K +84 +3%
HAFS
3920
Hapanowicz & Associates Financial Services
Pennsylvania
$239K +$18.8K +190 +7%
PF
3921
Parker Financial
Washington
$239K +$281K +2,840 New
FPWM
3922
FSB Premier Wealth Management
Iowa
$238K -$36.6K -371 -12%
PMG
3923
Private Management Group
California
$237K -$153K -1,546 -35%
AWA
3924
Aquire Wealth Advisors
Utah
$236K +$6.62K +67 +2%
ACM
3925
Arlington Capital Management
Illinois
$236K +$277K +2,804 New
155 156
157
158 159