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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
3176
FORM Wealth Advisors
Wisconsin
$420K +$745 +4 +0.2%
SMA
3177
Sage Mountain Advisors
Georgia
$420K +$207K +1,111 +78%
TVPW
3178
Third View Private Wealth
Connecticut
$420K -$45.2K -243 -9%
DI
3179
Decision Investments
California
$420K -$1.86K -10 -0.4%
CWMGO
3180
Capstone Wealth Management Group (Oregon)
Oregon
$420K +$11.9K +64 +3%
SGK
3181
Steigerwald Gordon & Koch
Virginia
$420K +$2.79K +15 +0.6%
AF
3182
AGP Franklin
Tennessee
$418K +$102K +549 +28%
SIS
3183
Strategic Investment Solutions
Illinois
$418K -$41.9K -225 -8%
ACM
3184
Advance Capital Management
Michigan
$417K +$183K +984 +64%
PFA
3185
Pathway Financial Advisors
Vermont
$417K +$119K +638 +35%
AWMT
3186
AAFMAA Wealth Management & Trust
North Carolina
$417K +$12.1K +65 +3%
CWA
3187
Canvas Wealth Advisors
Kansas
$416K -$15.8K -85 -3%
SPWM
3188
Spartan Planning & Wealth Management
North Carolina
$416K -$313K -1,680 -40%
BGAI
3189
Bruce G. Allen Investments
Colorado
$416K -$15.3K -82 -3%
HWM
3190
HFR Wealth Management
New York
$415K – – –
SAM
3191
Sequent Asset Management
Texas
$415K +$2.42K +13 +0.5%
TCM
3192
TD Capital Management
Tennessee
$415K +$558 +3 +0.1%
AWMG
3193
Alliance Wealth Management Group
New Jersey
$414K -$14K -75 -3%
SI
3194
Seeds Investor
New York
$414K -$23.5K -126 -5%
WFC
3195
Western Financial Corp
California
$414K +$1.49K +8 +0.3%
LG
3196
Leuthold Group
Minnesota
$414K – – –
AP
3197
Appleton Partners
Massachusetts
$413K -$26.2K -141 -5%
SA
3198
SoundView Advisors
Washington
$411K -$27.9K -150 -6%
CA
3199
Clune & Associates
Illinois
$411K +$1.12K +6 +0.2%
RFW
3200
Redwood Family Wealth
Texas
$411K -$10.8K -58 -2%
126 127
128
129 130