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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
5226
Delta Wealth Advisors
Indiana
$362K – – –
LFA
5227
LifeGuide Financial Advisors
Pennsylvania
$362K – – –
BAWM
5228
Bennett Associates Wealth Management
Pennsylvania
$362K +$1.58K +7 +0.4%
NJBEST
5229
New Jersey Better Educational Savings Trust
New Jersey
$361K – – –
FWM
5230
FSA Wealth Management
Massachusetts
$361K – – –
BHWM
5231
Bay Harbor Wealth Management
Maryland
$360K +$28.5K +126 +8%
VFG
5232
Valley Financial Group
Pennsylvania
$360K +$24K +106 +7%
CWP
5233
Corepath Wealth Partners
Arizona
$359K +$66.8K +295 +22%
OC
5234
OxenFree Capital
Florida
$359K -$13.6K -60 -4%
FIM
5235
Freedom Investment Management
Connecticut
$358K -$7.93M -35,022 -96%
MIAS
5236
Mason Investment Advisory Services
Virginia
$357K -$7.24K -32 -2%
RCWM
5237
Red Crane Wealth Management
California
$357K – – –
JPT
5238
Jordan Park Trust
New Hampshire
$356K -$4.53K -20 -1%
IWM
5239
IMG Wealth Management
Florida
$356K – – –
VCM
5240
Virtue Capital Management
Tennessee
$356K -$4.68M -20,678 -92%
HNWA
5241
Henrickson Nauta Wealth Advisors
Michigan
$356K +$79K +349 +27%
DC
5242
Dahring Cusmano
Michigan
$355K +$78.3K +346 +27%
HWA
5243
Heritage Wealth Architects
Minnesota
$355K +$679 +3 +0.2%
BIG
5244
Builder Investment Group
Georgia
$354K – – –
AWMNY
5245
Arcadia Wealth Management (New York)
New York
$354K -$41K -181 -10%
FWWM
5246
Fiscal Wisdom Wealth Management
Connecticut
$354K +$367K +1,622 New
TWG
5247
The Wealth Group
Minnesota
$353K +$34.4K +152 +10%
BDL
5248
Bey-Douglas LLC
Georgia
$353K -$22.4K -99 -6%
TWCA
5249
Two West Capital Advisors
Kansas
$352K +$32.4K +143 +10%
MFC
5250
Morris Financial Concepts
South Carolina
$351K – – –
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210
211 212