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Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
5126
Post Resch Tallon Group
New York
$825K +$31.4K +125 +4%
WF
5127
WinCap Financial
Massachusetts
$823K +$219K +874 +34%
PPA
5128
Painted Porch Advisors
California
$818K -$113K -450 -12%
SFG
5129
Southern Financial Group
Alabama
$817K -$13.6K -54 -2%
VWWMG
5130
Vermillion & White Wealth Management Group
Pennsylvania
$816K -$36.6K -146 -4%
2WWM
5131
21 West Wealth Management
California
$815K – – –
SCM
5132
Stordahl Capital Management
Colorado
$815K +$178K +711 +26%
SM
5133
Sensible Money
Arizona
$815K -$38.2K -152 -4%
AA
5134
AJ Advisors
Tennessee
$812K -$34.1K -136 -4%
MGI
5135
Miller Global Investments
Texas
$812K +$170K +679 +25%
6SA
5136
6th Street Advisors
Alabama
$811K +$6.28K +25 +0.7%
MRI
5137
Mad River Investors
Massachusetts
$810K -$25.1K -100 -3%
ASI
5138
All-Stars Investment
Hong Kong
$810K +$853K +3,400 New
LWA
5139
Ledgewood Wealth Advisors
New Hampshire
$809K – – –
SPW
5140
Sonoma Private Wealth
California
$804K +$148K +589 +21%
GWA
5141
Genesis Wealth Advisors
Massachusetts
$804K +$211K +840 +33%
BAM
5142
Burkett Asset Management
$803K -$151K -600 -15%
TPF
5143
Tribridge Partners Financial
Maryland
$799K -$30.4K -121 -3%
1IA
5144
1620 Investment Advisors
Massachusetts
$798K +$3.51K +14 +0.4%
FD
5145
Financial Designs
California
$798K -$3.77K -15 -0.4%
PPP
5146
Prism Planning Partners
Illinois
$797K +$105K +419 +14%
KFSN
5147
Keystone Financial Services (Nebraska)
Nebraska
$797K -$4.52K -18 -0.5%
DFG
5148
Dynamic Financial Group
Iowa
$797K +$4.02K +16 +0.5%
SWM
5149
Steelhead Wealth Management
Virginia
$796K +$198K +789 +31%
PF
5150
Penney Financial
Texas
$795K – – –
204 205
206
207 208