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Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
3101
Elk River Wealth Management
Colorado
$316K +$6.26K +80 +2%
WFAG
3102
Wescott Financial Advisory Group
Pennsylvania
$316K -$58.8K -751 -16%
MWM
3103
Maimon Wealth Management
Israel
$316K – – –
VFG
3104
V2 Financial group
Illinois
$316K +$10.5K +134 +3%
TFA
3105
Tobias Financial Advisors
Florida
$314K -$45K -575 -12%
WA
3106
WPG Advisers
Maryland
$313K -$35.9K -459 -10%
AW
3107
Alchemi Wealth
Connecticut
$313K -$66K -843 -17%
FWMP
3108
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$312K +$13.8K +176 +5%
GHA
3109
Good Harbor Advisors
Massachusetts
$312K – – –
NCTC
3110
New Covenant Trust Company
Indiana
$312K -$10.8K -138 -3%
IJWM
3111
Inman Jager Wealth Management
Mississippi
$312K +$78 +1 +0%
MGAM
3112
McGowan Group Asset Management
Texas
$311K +$391 +5 +0.1%
WIM
3113
Warwick Investment Management
Texas
$311K +$16.4K +210 +6%
MWM
3114
MinichMacGregor Wealth Management
New York
$311K +$235 +3 +0.1%
CWAF
3115
Core Wealth Advisors (Florida)
Florida
$311K +$313K +4,004 New
OWP
3116
ORG Wealth Partners
Texas
$311K +$51.8K +662 +20%
SSW
3117
Stone Summit Wealth
Florida
$310K -$16.4K -210 -5%
AAA
3118
AG Asset Advisory
California
$310K – – –
BCA
3119
Bay Capital Advisors
Virginia
$309K – – –
HP
3120
HT Partners
Connecticut
$308K – – –
CAM
3121
Concorde Asset Management
Michigan
$307K -$40.7K -520 -12%
VCP
3122
Vista Capital Partners
Oregon
$307K +$58.7K +750 +23%
DCA
3123
DB&C Advisors
Michigan
$307K +$1.33K +17 +0.4%
PHWM
3124
Pine Harbor Wealth Management
Maryland
$307K +$313 +4 +0.1%
MFG
3125
Mosaic Financial Group
Illinois
$306K +$1.96K +25 +0.6%
123 124
125
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