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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2101
Clear Creek Financial Management
Washington
$244K +$204K +1,845 New
PA
2102
PFW Advisors
Georgia
$243K +$204K +1,844 New
AOWM
2103
Asset One Wealth Management
Washington
$243K -$7.75K -70 -3%
MFP
2104
Meridian Financial Partners
Virginia
$243K +$204K +1,845 New
BWM
2105
BankPlus Wealth Management
Mississippi
$242K +$204K +1,838 New
TIA
2106
Traphagen Investment Advisors
New Jersey
$242K +$203K +1,837 New
SW
2107
SteelPeak Wealth
California
$242K -$8.56M -77,343 -98%
AGC
2108
Aspen Grove Capital
Colorado
$242K +$203K +1,834 New
WG
2109
Wealth Group
North Carolina
$242K +$203K +1,830 New
GAM
2110
Gould Asset Management
California
$242K +$203K +1,831 New
PS
2111
Planned Solutions
California
$241K +$202K +1,826 New
KLI
2112
Kelman-Lazarov Inc
Tennessee
$239K +$201K +1,813 New
SHGA
2113
Sand Hill Global Advisors
California
$239K +$201K +1,813 New
MCA
2114
McGuire Capital Advisors
Oklahoma
$239K -$83.8K -757 -29%
HSWM
2115
Hubbell Strickland Wealth Management
Louisiana
$239K +$200K +1,807 New
KFA
2116
Kapstone Financial Advisors
Ohio
$238K +$200K +1,806 New
IRP
2117
Investment Research Partners
Pennsylvania
$238K +$200K +1,805 New
SCM
2118
Sage Capital Management
New Jersey
$238K +$200K +1,805 New
SAM
2119
Secure Asset Management
Michigan
$238K +$200K +1,805 New
YWM
2120
Yoder Wealth Management
California
$238K +$200K +1,803 New
TWD
2121
True Wealth Design
Ohio
$238K +$26.4K +238 +15%
EWM
2122
Elevatus Welath Management
New York
$237K +$199K +1,797 New
CAWM
2123
Capital Advisors Wealth Management
Washington
$237K +$199K +1,795 New
SIA
2124
Strategic Investment Advisors
Michigan
$237K +$198K +1,792 New
WWC
2125
Waypoint Wealth Counsel
Georgia
$236K +$198K +1,785 New
83 84
85
86 87