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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
4551
Worth Asset Management
Texas
$272K +$14.2K +101 +6%
SIA
4552
Sage Investment Advisers
New York
$271K – – –
JFG
4553
JMG Financial Group
Illinois
$270K +$27.3K +195 +12%
SC
4554
Swan Capital
Florida
$269K +$1.26K +9 +0.5%
EMAM
4555
Encompass More Asset Management
California
$268K +$247K +1,762 New
IPW
4556
Impact Partnership Wealth
Georgia
$267K -$189K -1,347 -43%
WFA
4557
Websterrogers Financial Advisors
South Carolina
$266K +$1.96K +14 +0.8%
BBL
4558
Beck Bode LLC
Massachusetts
$266K +$245K +1,748 New
CJ
4559
Caitlin John
Michigan
$265K +$244K +1,743 New
KWM
4560
Kanen Wealth Management
Florida
$265K +$244K +1,742 New
FPF
4561
First Pacific Financial
Washington
$264K +$28K +200 +13%
TWP
4562
Total Wealth Planning
Ohio
$264K -$19.5K -139 -7%
LWIC
4563
Leith Wheeler Investment Counsel
British Columbia, Canada
$264K -$39.3K -280 -14%
CTWM
4564
Cherry Tree Wealth Management
Minnesota
$264K +$33.6K +240 +16%
SSW
4565
Stone Summit Wealth
Florida
$263K -$48.6K -347 -17%
AA
4566
Argent Advisors
Louisiana
$262K -$297K -2,120 -55%
HHGA
4567
Halbert Hargrove Global Advisors
California
$262K -$1.05M -7,458 -81%
VV
4568
Verity & Verity
South Carolina
$260K +$17.9K +128 +8%
SGC
4569
Slocum, Gordon & Co
Rhode Island
$260K – – –
LA
4570
Lakeside Advisors
Washington
$260K – – –
OA
4571
Oracle Alpha
Ontario, Canada
$258K +$238K +1,701 New
EWM
4572
Endowment Wealth Management
Wisconsin
$257K -$15.8K -113 -6%
GG
4573
Gleason Group
Kentucky
$256K -$25.1K -179 -10%
CMA
4574
Cedar Mountain Advisors
Oregon
$256K +$4.49K +32 +2%
BWM
4575
Brickley Wealth Management
California
$255K +$235K +1,679 New
181 182
183
184 185