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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3151
Traveka Wealth
California
$269K -$215K -1,427 -46%
MWA
3152
Martel Wealth Advisors
Washington
$269K -$3.47K -23 -1%
SWM
3153
Sugarloaf Wealth Management
Georgia
$269K +$604 +4 +0.2%
LCM
3154
Liberty Capital Management
Michigan
$269K +$6.49K +43 +3%
SFA
3155
Seneca Financial Advisors
New York
$268K – – –
BCIM
3156
Bishop & Co Investment Management
Pennsylvania
$268K – – –
SSW
3157
Stone Summit Wealth
Florida
$267K +$22K +146 +9%
HWP
3158
Hibernia Wealth Partners
Louisiana
$267K +$256K +1,695 New
AA
3159
Aufman Associates
Pennsylvania
$267K +$5.43K +36 +2%
MAG
3160
M3 Advisory Group
Massachusetts
$267K +$255K +1,693 New
FIC
3161
Family Investment Center
Missouri
$267K -$5.88K -39 -2%
AFAS
3162
Acorn Financial Advisory Services
Virginia
$267K -$54.2K -359 -17%
CPRC
3163
Consolidated Portfolio Review Corp
New York
$267K -$1.34M -8,851 -84%
OPPS
3164
Obsidian Personal Planning Solutions
Maryland
$266K +$249K +1,649 New
BBA
3165
Braun-Bostich & Associates
Pennsylvania
$266K -$18.6K -123 -7%
EE
3166
EWG Elevate
California
$263K +$16.6K +110 +7%
RW
3167
REDW Wealth
New Mexico
$263K +$16K +106 +7%
BI
3168
Ballast Inc
Kentucky
$263K – – –
AHC
3169
Anderson Hoagland & Co
Missouri
$262K +$243K +1,613 New
MWA
3170
Miller Wealth Advisors
Colorado
$262K +$1.51K +10 +0.6%
EMAM
3171
Encompass More Asset Management
California
$262K +$250K +1,659 New
SXL
3172
Summit X LLC
Missouri
$261K +$46K +305 +23%
PWA
3173
Phoenix Wealth Advisors
North Carolina
$261K – – –
BFO
3174
Biltmore Family Office
North Carolina
$261K +$1.21K +8 +0.5%
NFA
3175
Northwest Financial Advisors
Virginia
$260K -$6.49K -43 -3%
125 126
127
128 129