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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1901
Smallwood Wealth Investment Management
New Jersey
$297K -$19.3K -94 -6%
SWA
1902
SOA Wealth Advisors
New York
$297K -$6.79K -33 -2%
BIG
1903
Builder Investment Group
Georgia
$296K -$8.64K -42 -3%
AFA
1904
AA Financial Advisors
Ohio
$296K +$3.29K +16 +1%
HA
1905
Helium Advisors
Washington
$295K -$10.5K -51 -4%
MWM
1906
Mindset Wealth Management
Indiana
$295K +$69.3K +337 +33%
JFGIW
1907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$294K -$62.7K -305 -18%
BWM
1908
Baron Wealth Management
Michigan
$294K +$278K +1,353 New
AA
1909
Argent Advisors
Louisiana
$292K -$31.9K -155 -10%
KFA
1910
Kapstone Financial Advisors
Ohio
$292K -$4.11K -20 -1%
LFS
1911
Littlejohn Financial Services
Oregon
$292K -$206 -1 -0.1%
FB
1912
Fulton Bank
Pennsylvania
$291K -$56.1K -273 -17%
KWMG
1913
King Wealth Management Group
Florida
$291K – – –
VAG
1914
VisionPoint Advisory Group
Texas
$291K +$39.9K +194 +17%
LWP
1915
LeClair Wealth Partners
Ohio
$290K +$4.73K +23 +2%
LW
1916
Linscomb Wealth
Texas
$290K -$13.2K -64 -5%
TF
1917
Tudor Financial
Ohio
$290K – – –
MSFS
1918
Main Street Financial Solutions
Pennsylvania
$290K -$110K -534 -29%
SA
1919
Strategic Advocates
Utah
$290K -$32.7K -159 -11%
KCFA
1920
Key Client Fiduciary Advisors
New Jersey
$288K -$9.87K -48 -3%
BFG
1921
Beacon Financial Group
Texas
$287K -$7.2K -35 -3%
CST
1922
Charles Schwab Trust
Nevada
$287K -$51.4K -250 -16%
CC
1923
Corsicana & Co
Texas
$287K – – –
MWA
1924
Medallion Wealth Advisors
Connecticut
$286K -$3.08K -15 -1%
WWM
1925
Waterway Wealth Management
Texas
$285K +$270K +1,314 New
75 76
77
78 79