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Name Holding Trade Value Shares
Change 		Change in
Stake
EL
3126
EWA LLC
Pennsylvania
$561K +$96.8K +531 +24%
VFA
3127
Voya Financial Advisors
Connecticut
$561K -$33.2K -182 -6%
LFA
3128
Laraway Financial Advisors
Minnesota
$561K +$149K +818 +43%
LHEI
3129
Leo H. Evart Inc
California
$561K +$494K +2,709 New
TWM
3130
Triton Wealth Management
Arizona
$559K +$365 +2 +0.1%
BCM
3131
Bayesian Capital Management
New York
$559K +$492K +2,700 New
NWM
3132
Navigate Wealth Management
Alabama
$558K +$547K +3,000 New
RCM
3133
Rockbridge Capital Management
Virginia
$558K – – –
WC
3134
Wolfstich Capital
Massachusetts
$558K +$482K +2,646 New
CWWM
3135
Clear Wave Wealth Management
New Jersey
$557K +$491K +2,694 New
AAIM
3136
Asset Advisors Investment Management
Georgia
$557K – – –
CA
3137
Cannon Advisors
North Carolina
$557K +$34.3K +188 +8%
TFP
3138
Triune Financial Partners
Kansas
$556K +$4.38K +24 +0.9%
BF
3139
Brogan Financial
Tennessee
$555K -$14.4K -79 -3%
SFSG
3140
Sound Financial Strategies Group
Mississippi
$554K -$509K -2,794 -51%
MGWM
3141
Marks Group Wealth Management
Minnesota
$553K +$109K +596 +29%
HWMC
3142
Heritage Wealth Management (California)
California
$553K +$178K +976 +57%
TCM
3143
Towercrest Capital Management
Pennsylvania
$553K +$32.1K +176 +7%
SC
3144
Sykon Capital
New York
$553K – – –
CF
3145
Carlson Financial
Oregon
$552K +$8.94K +49 +2%
LAM
3146
Lifestyle Asset Management
Texas
$551K +$12.6K +69 +3%
3F
3147
360 Financial
Minnesota
$551K +$1.09K +6 +0.2%
HIW
3148
Holos Integrated Wealth
Pennsylvania
$551K – – –
WAC
3149
William Allan Corp
Colorado
$550K -$912 -5 -0.2%
AMM
3150
American Money Management
California
$550K -$14.8K -81 -3%
124 125
126
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