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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2526
Berger Financial Group
Minnesota
$522K +$31.7K +189 +6%
MAC
2527
Mason & Associates (California)
California
$521K +$1.34K +8 +0.3%
SIMM
2528
Stillwater Investment Management (Minnesota)
Minnesota
$520K +$5.03K +30 +0.9%
JEST
2529
JTC Employer Solutions Trustee
Jersey
$520K – – –
AWM
2530
Accel Wealth Management
Iowa
$520K +$13.2K +79 +3%
RWP
2531
Revolve Wealth Partners
New Jersey
$519K -$13.6K -81 -2%
KCM
2532
KRS Capital Management
Michigan
$519K +$218K +1,300 +69%
DWP
2533
Destiny Wealth Partners
Florida
$517K +$120K +718 +29%
VW
2534
Vance Wealth
California
$516K +$93.6K +558 +21%
VNA
2535
Valley National Advisers
Pennsylvania
$516K -$11.4K -68 -2%
SSW
2536
Smith Shellnut Wilson
Mississippi
$513K – – –
TRIA
2537
Trail Ridge Investment Advisors
Colorado
$512K – – –
CFD
2538
Creative Financial Designs
Indiana
$511K -$182K -1,085 -26%
PCMC
2539
Private Capital Management (Colorado)
Colorado
$509K +$70.8K +422 +16%
SWM
2540
Sugarloaf Wealth Management
Georgia
$508K -$52.6K -314 -9%
RFN
2541
Redwood Financial Network
Ohio
$507K +$2.85K +17 +0.5%
AWS
2542
AJ Wealth Strategies
New York
$506K +$2.01K +12 +0.4%
OWA
2543
One Wealth Advisors
California
$506K +$56K +334 +12%
DI
2544
Disciplined Investments
Oklahoma
$504K +$6.71K +40 +1%
MSA
2545
Marino Stram & Associates
Massachusetts
$504K +$32K +191 +7%
RW
2546
Rede Wealth
Virginia
$504K – – –
XC
2547
XY Capital
Hong Kong
$503K +$517K +3,085 New
AT
2548
American Trust
Kentucky
$503K +$22K +131 +4%
TIM
2549
Total Investment Management
Arizona
$500K +$1.34K +8 +0.3%
B
2550
BetterWealth
California
$499K -$6.71K -40 -1%
100 101
102
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