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Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
3076
Sloy Dahl & Holst
Washington
$324K – – –
BWS
3077
Buck Wealth Strategies
Colorado
$324K -$13.2M -168,376 -98%
YWM
3078
Yoder Wealth Management
California
$324K +$10.9K +139 +3%
WCA
3079
Westover Capital Advisors
Delaware
$323K +$2.43K +31 +0.7%
FFWM
3080
Future Financial Wealth Management
Ohio
$323K -$15.5K -198 -5%
CWA
3081
Consilio Wealth Advisors
Washington
$323K -$30.5K -390 -9%
REMPR
3082
Roof Eidam Maycock Peralta (REMP)
California
$323K -$31.3K -400 -9%
AIC
3083
Argus Investors Counsel
New York
$322K – – –
AFA
3084
Allium Financial Advisors
Oregon
$322K +$21.3K +272 +7%
BA
3085
Brightwater Advisory
Florida
$322K -$25.1K -320 -7%
SW
3086
SMART Wealth
Nebraska
$322K -$1.88K -24 -0.6%
JTWM
3087
Jackson Thornton Wealth Management
Alabama
$321K -$81.7K -1,044 -21%
SIM
3088
SSI Investment Management
California
$321K -$36K -460 -10%
RWM
3089
Rockline Wealth Management
New York
$320K +$78 +1 +0%
EFMC
3090
Empire Financial Management Company
New York
$320K – – –
FA
3091
Fermata Advisors
California
$319K +$9.86K +126 +3%
VR
3092
Valued Retirements
Texas
$319K +$78 +1 +0%
AA
3093
Acorns Advisers
California
$319K +$40K +511 +14%
ACM
3094
Argent Capital Management
Missouri
$319K -$50.2K -641 -13%
OCWP
3095
Owl Creek Wealth Partners
Colorado
$319K +$321K +4,107 New
LW
3096
Libra Wealth
California
$318K +$1.64K +21 +0.5%
BWM
3097
Birchcreek Wealth Management
Ohio
$318K +$43.1K +551 +16%
SWM
3098
Seed Wealth Management
Illinois
$318K – – –
BFA
3099
Bright Financial Advisors
Michigan
$317K +$3.13K +40 +1%
CA
3100
Carson Advisory
Georgia
$316K -$5.71K -73 -2%
122 123
124
125 126