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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
4676
Latko Wealth Management
Illinois
$313K +$307K +1,680 New
SFG
4677
Socha Financial Group
New York
$312K -$912 -5 -0.3%
FWA
4678
FOCUS Wealth Advisors
Texas
$311K – – –
THCM
4679
Taylor Hoffman Capital Management
Virginia
$310K +$304K +1,665 New
VWA
4680
Valued Wealth Advisors
Utah
$309K -$24.6K -135 -8%
PWA
4681
Peterson Wealth Advisors
Utah
$309K +$78.8K +432 +35%
RK
4682
Rather & Kittrell
Tennessee
$307K +$28.1K +154 +10%
CF
4683
Crosspoint Financial
California
$306K – – –
SC
4684
Schoolcraft Capital
Colorado
$306K – – –
BIG
4685
Builder Investment Group
Georgia
$305K +$36.5K +200 +14%
RC
4686
RBO & Co
California
$305K – – –
PWH
4687
Priebe Wealth Holdings
Minnesota
$304K +$5.29K +29 +2%
MFG
4688
Monte Financial Group
Connecticut
$304K -$12.2K -67 -4%
HWM
4689
HFG Wealth Management
Texas
$304K – – –
EWM
4690
Endowment Wealth Management
Wisconsin
$303K -$12.2K -67 -4%
CMA
4691
Cedar Mountain Advisors
Oregon
$303K -$12.4K -68 -4%
GPA
4692
Guidance Point Advisors
Massachusetts
$303K – – –
SIA
4693
Sage Investment Advisers
New York
$303K +$21.7K +119 +8%
OC
4694
OxenFree Capital
Florida
$301K -$9.49K -52 -3%
WCF
4695
West Coast Financial
California
$301K -$1.82K -10 -0.6%
UAM
4696
Unison Asset Management
Florida
$298K – – –
KFSC
4697
Keystone Financial Services (Colorado)
Colorado
$297K +$54.4K +298 +23%
EWA
4698
ERTS Wealth Advisors
Michigan
$297K -$146K -802 -33%
GG
4699
Gleason Group
Kentucky
$297K -$5.84K -32 -2%
EHAM
4700
Eagle Harbor Asset Management
Washington
$296K +$9.49K +52 +3%
186 187
188
189 190