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Name Holding Trade Value Shares
Change 		Change in
Stake
SRWM
4226
Shira Ridge Wealth Management
California
$633K +$105K +630 +22%
PWA
4227
Phoenix Wealth Advisors
North Carolina
$633K +$11.7K +70 +2%
ASGS
4228
Alpha Square Group S
New York
$631K – – –
ACM
4229
Advent Capital Management
New York
$631K +$584K +3,500 New
DI
4230
DDFG Inc
California
$631K -$18.4K -110 -3%
HMS
4231
Hanseatic Management Services
New Mexico
$631K +$1K +6 +0.2%
GWSA
4232
Global Wealth Strategies & Associates
Colorado
$630K -$33.9K -203 -5%
FAM
4233
Forte Asset Management
New York
$630K – – –
SHF
4234
Stage Harbor Financial
Massachusetts
$628K +$28.9K +173 +5%
SM
4235
Sensible Money
Arizona
$628K -$32.7K -196 -5%
BWG
4236
Balanced Wealth Group
Ohio
$627K -$15K -90 -3%
GWAM
4237
Guardian Wealth Advisors (Minnesota)
Minnesota
$627K -$7.51K -45 -1%
GPWA
4238
Great Point Wealth Advisors
Massachusetts
$626K -$6.68K -40 -1%
FCMT
4239
Founders Capital Management (Texas)
Texas
$626K +$5.34K +32 +0.9%
WIP
4240
WealthCare Investment Partners
Rhode Island
$626K +$61.1K +366 +12%
PWS
4241
Precision Wealth Strategies
Missouri
$626K +$350K +2,098 +153%
AAS
4242
Asset Allocation Strategies
Michigan
$625K +$19.2K +115 +3%
HAFS
4243
Hapanowicz & Associates Financial Services
Pennsylvania
$624K +$96.1K +576 +20%
WFMPM
4244
Woodley Farra Manion Portfolio Management
Indiana
$621K -$5.84K -35 -1%
TWM
4245
TMD Wealth Management
Arizona
$621K -$43.2K -259 -7%
GWM
4246
Greenhouse Wealth Management
Connecticut
$617K – – –
AWM
4247
Altus Wealth Management
Kentucky
$616K +$16.7K +100 +3%
PSA
4248
Plum Street Advisors
Louisiana
$615K +$551K +3,302 New
MIM
4249
Martin Investment Management
Florida
$615K – – –
SWIM
4250
Smallwood Wealth Investment Management
New Jersey
$614K – – –
168 169
170
171 172