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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
5076
RW Investment Management
Idaho
$721K +$762K +3,461 New
GWM
5077
Greenhouse Wealth Management
Connecticut
$720K – – –
LFS
5078
Lutz Financial Services
Nebraska
$719K -$58.6K -266 -7%
WWWM
5079
White Wing Wealth Management
Texas
$717K -$39.2K -178 -5%
PFM
5080
Peak Financial Management
Massachusetts
$714K -$66.7K -303 -8%
MSWM
5081
Mowery & Schoenfeld Wealth Management
Illinois
$713K -$112K -509 -13%
2WWM
5082
21 West Wealth Management
California
$712K – – –
CCMW
5083
Cypress Capital Management (Wyoming)
Wyoming
$712K +$17.8K +81 +2%
PSIWM
5084
Paradigm Strategies in Wealth Management
Minnesota
$712K +$63.2K +287 +9%
RWP
5085
Ridgeline Wealth Planning
Ohio
$709K +$37.9K +172 +5%
IIA
5086
Integrity Investment Advisors
Colorado
$708K -$187K -851 -20%
LWA
5087
Ledgewood Wealth Advisors
New Hampshire
$707K – – –
LFP
5088
Lakeshore Financial Planning
Michigan
$707K +$39.6K +180 +6%
AC
5089
Avant Capital
Louisiana
$706K +$30.4K +138 +4%
JESC
5090
J.E. Simmons & Co
Texas
$706K +$138K +628 +23%
KCM
5091
Key Capital Management
Tennessee
$706K +$213K +966 +40%
BAG
5092
Bauman Advisory Group
Nevada
$705K -$131K -596 -15%
6SA
5093
6th Street Advisors
Alabama
$704K +$744K +3,379 New
LWM
5094
Laidlaw Wealth Management
New York
$702K +$177K +806 +31%
AWA
5095
Alaska Wealth Advisors
Alaska
$702K -$66.3K -301 -8%
CWM
5096
CarsonAllaria Wealth Management
Illinois
$702K -$41.8K -190 -5%
PRTG
5097
Post Resch Tallon Group
New York
$702K +$34.3K +156 +5%
FD
5098
Financial Designs
California
$701K +$741K +3,365 New
KFSN
5099
Keystone Financial Services (Nebraska)
Nebraska
$700K +$56.8K +258 +8%
SCM
5100
Stonehearth Capital Management
Massachusetts
$700K – – –
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