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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3501
Sterling Financial Planning
New Jersey
$308K -$8.37K -80 -3%
1W
3502
1776 Wealth
Georgia
$308K – – –
HOWA
3503
Heritage Oak Wealth Advisors
Florida
$308K -$11K -105 -4%
MWP
3504
Meriwether Wealth & Planning
Louisiana
$307K -$4.39K -42 -2%
BPFA
3505
Barnes Pettey Financial Advisors
Mississippi
$307K -$941 -9 -0.3%
CDWM
3506
Campbell Deegan Wealth Management
Virginia
$306K +$523 +5 +0.2%
IWS
3507
Insight Wealth Strategies
California
$306K +$273K +2,615 New
EWM
3508
Elevation Wealth Management
Minnesota
$306K +$272K +2,604 New
TRIA
3509
Trail Ridge Investment Advisors
Colorado
$303K – – –
ARC
3510
Advisor Resource Council
Texas
$303K +$277K +2,644 New
BFA
3511
Buttonwood Financial Advisors
Maryland
$303K -$5.12K -49 -2%
TLFA
3512
True Link Financial Advisors
California
$302K -$1.46K -14 -0.5%
WQ
3513
Wealth Quarterback
New Jersey
$302K -$54.9K -525 -17%
SWAG
3514
Spectrum Wealth Advisory Group
California
$302K +$269K +2,572 New
MS
3515
Monetary Solutions
Ohio
$302K -$48.1K -460 -15%
AG
3516
Algert Global
California
$301K +$268K +2,563 New
HIA
3517
HTG Investment Advisors
Connecticut
$301K -$60.8K -581 -18%
DWM
3518
DecisionMap Wealth Management
Virginia
$301K +$268K +2,560 New
GG
3519
GenWealth Group
New Jersey
$300K +$267K +2,552 New
VFM
3520
Vision Financial Markets
Connecticut
$300K – – –
PWM
3521
Purus Wealth Management
California
$300K +$267K +2,550 New
SPWM
3522
Schrum Private Wealth Management
Florida
$299K +$63.1K +603 +12%
VW
3523
Vance Wealth
California
$299K +$266K +2,544 New
SFC
3524
Strategic Financial Concepts
Texas
$298K -$97.2K -929 -27%
LWPC
3525
Legacy Wealth Partners (Colorado)
Colorado
$297K -$43.1K -412 -14%
139 140
141
142 143