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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3226
Archvest Wealth Advisors
California
$408K +$40.8K +219 +10%
MWA
3227
Medallion Wealth Advisors
Connecticut
$407K -$66.4K -357 -13%
OMC
3228
Old Mission Capital
Illinois
$406K +$452K +2,429 New
MFP
3229
Meramec Financial Planners
Missouri
$405K +$117K +629 +42%
NPF
3230
Norris Perne & French
Michigan
$405K +$372 +2 +0.1%
RIM
3231
RW Investment Management
Idaho
$404K – – –
LAM
3232
Lakewood Asset Management
Illinois
$403K +$129K +692 +40%
BC
3233
Bridgefront Capital
Texas
$403K +$453K +2,434 New
KCFA
3234
Key Client Fiduciary Advisors
New Jersey
$403K -$11.4K -61 -2%
PGFG
3235
Pine Grove Financial Group
Minnesota
$403K -$9.12K -49 -2%
SPA
3236
Sound Portfolio Advisors
Connecticut
$403K – – –
VAMG
3237
Voisard Asset Management Group
Michigan
$403K +$18.6K +100 +4%
WWG
3238
West Wealth Group
California
$403K +$96.4K +518 +27%
SGC
3239
Slocum, Gordon & Co
Rhode Island
$402K +$745 +4 +0.2%
SPWG
3240
Syntegra Private Wealth Group
Missouri
$402K +$139K +746 +44%
BWM
3241
Baron Wealth Management
Michigan
$402K -$34.6K -186 -7%
WOSD
3242
WFA of San Diego
California
$402K -$3.72K -20 -1%
NPFS
3243
Novak & Powell Financial Services
Florida
$401K +$558 +3 +0.1%
TCM
3244
Triumph Capital Management
Colorado
$400K +$18.6K +100 +4%
CIA
3245
Caerus Investment Advisors
Texas
$399K +$449K +2,410 New
FPWM
3246
FSB Premier Wealth Management
Iowa
$399K +$85.4K +459 +24%
SW
3247
Solidarity Wealth
Utah
$399K – – –
PMFA
3248
Plante Moran Financial Advisors
Michigan
$399K -$135K -727 -23%
SF
3249
Seek First
California
$399K +$115K +618 +35%
OCWP
3250
Owl Creek Wealth Partners
Colorado
$398K +$30.9K +166 +7%
128 129
130
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