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Name Holding Trade Value Shares
Change 		Change in
Stake
TWG
5226
The Wealth Group
Minnesota
$286K -$15.4K -71 -5%
TWP
5227
Total Wealth Planning
Ohio
$286K -$33.4K -154 -9%
VH
5228
Visionary Horizons
Tennessee
$284K -$678K -3,123 -68%
GSF
5229
Grove Street Fiduciary
New Hampshire
$284K -$4.77K -22 -1%
VWA
5230
Valued Wealth Advisors
Utah
$283K -$39.3K -181 -11%
BAWM
5231
Bennett Associates Wealth Management
Pennsylvania
$283K +$38.4K +177 +14%
HWM
5232
Horizons Wealth Management
North Carolina
$282K -$10.2K -47 -3%
AIA
5233
Arbor Investment Advisors
North Carolina
$282K – – –
CWM
5234
ClientFirst Wealth Management
Arkansas
$282K – – –
MAM
5235
McCarthy Asset Management
California
$282K – – –
PTC
5236
Provident Trust Company
Wisconsin
$281K +$28.9K +133 +10%
MWM
5237
Magnolia Wealth Management
Alabama
$281K – – –
ACM
5238
Absolute Capital Management
Pennsylvania
$280K +$2.39K +11 +0.8%
HFS
5239
Hughes Financial Services
Virginia
$278K -$9.11K -42 -3%
PIA
5240
Pollock Investment Advisors
Michigan
$278K – – –
DAS
5241
DMKC Advisory Services
Iowa
$278K +$26K +120 +9%
EPP
5242
ETF Portfolio Partners
Kansas
$278K – – –
GKFF
5243
George Kaiser Family Foundation
Oklahoma
$278K +$317K +1,460 New
HA
5244
HC Advisors
Georgia
$277K +$20.4K +94 +7%
FF
5245
Friday Financial
Iowa
$276K +$305K +1,406 New
AA
5246
Alpha Advisors
Virginia
$275K +$9.77K +45 +3%
SFG
5247
Socha Financial Group
New York
$275K -$60.8K -280 -16%
SA
5248
Sincerus Advisory
New York
$275K -$17.8K -82 -5%
SWM
5249
Shakespeare Wealth Management
Wisconsin
$275K +$3.25K +15 +1%
OC
5250
OxenFree Capital
Florida
$274K +$4.34K +20 +1%
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