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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
2801
GLOBALT Investments
Georgia
$328K -$9.16K -149 -3%
GLLW
2802
Graves Light Lenhart Wealth
Virginia
$327K -$4.61K -75 -2%
LIA
2803
Lynx Investment Advisory
District of Columbia
$327K +$1.11K +18 +0.4%
OPPS
2804
Obsidian Personal Planning Solutions
Maryland
$327K – – –
IWM
2805
Iams Wealth Management
Nebraska
$326K -$1.16M -18,940 -80%
B
2806
BetterWealth
California
$326K +$1.11K +18 +0.4%
AT
2807
Avalon Trust
New Mexico
$325K +$77.1K +1,254 +37%
PWP
2808
Phillips Wealth Planners
Mississippi
$325K +$16K +260 +6%
RBWA
2809
RFG - Bristol Wealth Advisors
Massachusetts
$324K +$123 +2 +0%
LWP
2810
LeClair Wealth Partners
Ohio
$324K – – –
KCP
2811
Kera Capital Partners
California
$324K +$50.1K +816 +21%
MA
2812
Maxele Advisors
Missouri
$324K +$16.3K +265 +6%
PWA
2813
Provenance Wealth Advisors
Florida
$324K -$16.3K -265 -5%
DA
2814
Detalus Advisors
Missouri
$323K +$4.86K +79 +2%
HFRG
2815
Houlihan Financial Resource Group
Virginia
$323K – – –
WH
2816
Willner & Heller
California
$323K +$2.03K +33 +0.7%
FWM
2817
Foguth Wealth Management
Michigan
$322K -$21.6K -351 -7%
SI
2818
Saxon Interests
Texas
$322K – – –
EI
2819
Ellevest Inc
New York
$321K +$26.7K +434 +10%
RIA
2820
Richwood Investment Advisors
Ohio
$321K – – –
BDL
2821
Bey-Douglas LLC
Georgia
$321K +$75.7K +1,231 +36%
MGAM
2822
McGowan Group Asset Management
Texas
$321K +$369 +6 +0.1%
WFA
2823
WestHill Financial Advisors
California
$321K +$4.12K +67 +1%
CFS
2824
CGC Financial Services
Oregon
$319K -$983 -16 -0.3%
SIM
2825
SSI Investment Management
California
$319K -$210K -3,417 -43%
111 112
113
114 115