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Name Holding Trade Value Shares
Change 		Change in
Stake
WWA
5176
Wealth Watch Advisors
Colorado
$734K +$49K +214 +7%
CA
5177
Chatterton & Associates
California
$732K +$726K +3,172 New
PAW
5178
Plan A Wealth
Nebraska
$732K -$18.1K -79 -2%
SC
5179
Swan Capital
Florida
$731K +$207K +905 +40%
SFS
5180
Security Financial Services
Indiana
$730K -$14K -61 -2%
MWM
5181
Melfa Wealth Management
Massachusetts
$730K +$10.5K +46 +1%
BAWM
5182
Bennett Associates Wealth Management
Pennsylvania
$728K +$345K +1,508 +92%
RPA
5183
Redwood Park Advisors
California
$728K +$25.6K +112 +4%
HWA
5184
HMV Wealth Advisors
Louisiana
$727K – – –
SWM
5185
Shrier Wealth Management
California
$727K +$721K +3,150 New
MIM
5186
Martin Investment Management
Florida
$726K -$268K -1,170 -27%
PWM
5187
PTM Wealth Management
United States
$726K +$22.9K +100 +3%
FCMC
5188
Founders Capital Management (Connecticut)
Connecticut
$725K -$69.6K -304 -9%
BWG
5189
Berry Wealth Group
Texas
$725K -$33.4K -146 -4%
AIA
5190
Allied Investment Advisors
Montana
$725K -$28.8K -126 -4%
DAM
5191
Deepwater Asset Management
Minnesota
$724K +$718K +3,138 New
AP
5192
Aspect Partners
Virginia
$724K +$22.2K +97 +3%
WI
5193
Wedgewood Investors
Pennsylvania
$723K +$22.9K +100 +3%
PSIWM
5194
Paradigm Strategies in Wealth Management
Minnesota
$722K +$17.4K +76 +2%
CCA
5195
Cottonwood Capital Advisors
Utah
$721K – – –
VEA
5196
Virtus ETF Advisers
New York
$720K -$189K -826 -21%
RA
5197
Resolute Advisors
California
$720K – – –
KFSN
5198
Keystone Financial Services (Nebraska)
Nebraska
$716K +$3.2K +14 +0.5%
PF
5199
Penney Financial
Texas
$713K -$39.8K -174 -5%
MCFP
5200
Mallini Complete Financial Planning
Florida
$713K – – –
206 207
208
209 210