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Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
5176
Hubbell Strickland Wealth Management
Louisiana
$369K -$89.6K -438 -21%
BCM
5177
Birch Capital Management
Texas
$369K +$205K +1,000 +147%
CTC
5178
Corundum Trust Company
South Dakota
$368K -$9.82K -48 -3%
FWA
5179
FOCUS Wealth Advisors
Texas
$367K – – –
VWA
5180
Valued Wealth Advisors
Utah
$367K +$2.46K +12 +0.7%
FCM
5181
Fieldview Capital Management
Michigan
$366K +$341K +1,667 New
IWP
5182
IAG Wealth Partners
Wisconsin
$365K -$13.3K -65 -4%
TWD
5183
True Wealth Design
Ohio
$365K -$6.34K -31 -2%
CFO
5184
Custos Family Office
Texas
$364K +$339K +1,658 New
TWP
5185
Total Wealth Planning
Ohio
$364K -$119K -584 -26%
CWM
5186
Consultiva Wealth Management
Puerto Rico
$363K +$338K +1,653 New
S4W
5187
Solutions 4 Wealth
Texas
$362K -$64.4K -315 -16%
THCM
5188
Taylor Hoffman Capital Management
Virginia
$360K -$4.5K -22 -1%
SC
5189
Schoolcraft Capital
Colorado
$360K – – –
CW
5190
Curio Wealth
Maryland
$360K +$336K +1,640 New
BIG
5191
Builder Investment Group
Georgia
$359K – – –
RC
5192
RBO & Co
California
$359K – – –
FNWA
5193
Financial Network Wealth Advisors
Utah
$357K -$879K -4,298 -73%
EWM
5194
Endowment Wealth Management
Wisconsin
$357K +$205 +1 +0.1%
CWA
5195
Cornerstone Wealth Advisors
Minnesota
$357K +$30.7K +150 +10%
GCM
5196
Graver Capital Management
Ohio
$357K +$332K +1,625 New
BCM
5197
Brooktree Capital Management
Michigan
$356K -$16K -78 -5%
JPT
5198
Jordan Park Trust
New Hampshire
$356K +$332K +1,622 New
VFG
5199
Valley Financial Group
Pennsylvania
$356K -$39.1K -191 -11%
CM
5200
Capital Management
Virginia
$355K +$12.3K +60 +4%
206 207
208
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