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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
5801
SpringVest Wealth Management
Texas
$297K +$13K +57 +5%
BFP
5802
Beacon Financial Planning
Massachusetts
$296K -$229 -1 -0.1%
MW
5803
Merited Wealth
Florida
$296K +$293K +1,282 New
NOI
5804
Newton One Investments
Delaware
$295K – – –
JCIA
5805
Jackson Creek Investment Advisors
Colorado
$293K +$290K +1,269 New
IA
5806
IF Advisors
Texas
$293K +$290K +1,268 New
KWM
5807
Kaydan Wealth Management
Michigan
$292K +$24.7K +108 +9%
BWM
5808
BCO Wealth Management
New Mexico
$292K -$458 -2 -0.2%
SFP
5809
Strategic Financial Partners
Oregon
$292K – – –
MFG
5810
Mainsail Financial Group
Washington
$290K -$55.1K -241 -16%
CAM
5811
Cobblestone Asset Management
Virginia
$288K -$130K -567 -31%
FMI
5812
Financial Management Inc
Arkansas
$287K +$285K +1,244 New
MWM
5813
MorganRosel Wealth Management
Colorado
$287K -$27.9K -122 -9%
WA
5814
Waterford Advisors
New York
$286K +$6.63K +29 +2%
OBGC
5815
O'Brien Greene & Co
Pennsylvania
$286K – – –
AFS
5816
Axiom Financial Strategies
Indiana
$286K – – –
FSA
5817
Financial Sense Advisors
California
$285K +$282K +1,234 New
MS
5818
Monetary Solutions
Ohio
$284K +$282K +1,232 New
PFGWM
5819
Price Financial Group Wealth Management
Oregon
$284K +$286K +1,249 New
SLT
5820
St Louis Trust
Missouri
$283K – – –
I
5821
IMPACTfolio
Colorado
$283K – – –
DB
5822
Dravo Bay
Delaware
$283K +$44.2K +193 +19%
RW
5823
Ridgeline Wealth
Arizona
$282K +$16.9K +74 +6%
GPA
5824
Guidance Point Advisors
Massachusetts
$282K -$65.9K -288 -19%
MAG
5825
Mokosak Advisory Group
Iowa
$282K – – –
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