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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
3226
Flywheel Private Wealth
California
$308K -$774 -5 -0.3%
GWA
3227
Gratus Wealth Advisors
Virginia
$308K – – –
HI
3228
Hoey Investments
Pennsylvania
$307K -$1.24K -8 -0.4%
LFS
3229
Legacy Financial Strategies
Kansas
$306K +$28.8K +186 +10%
BIM
3230
Bullseye Investment Management
Ohio
$306K – – –
WP
3231
Waycross Partners
Kentucky
$305K – – –
EWM
3232
Endowment Wealth Management
Wisconsin
$305K +$50.3K +325 +20%
AA
3233
Alesco Advisors
New York
$304K +$304K +1,960 New
GT
3234
GreatBanc Trust
Illinois
$304K +$303K +1,955 New
CWM
3235
Cahaba Wealth Management
Georgia
$303K +$303K +1,954 New
IF
3236
Integrity Financial
Wyoming
$302K -$1.24K -8 -0.4%
FWM
3237
Focused Wealth Management
New York
$301K +$23.1K +149 +8%
F4L
3238
Fortune 45 LLC
Louisiana
$301K -$2.17K -14 -0.7%
IRC
3239
Investors Research Corp
Georgia
$301K – – –
HIS
3240
Harvest Investment Services
Illinois
$300K -$22K -142 -7%
HP
3241
Hilltop Partners
Indiana
$300K +$12.5K +81 +4%
BFP
3242
Brewster Financial Planning
New York
$300K – – –
DF
3243
Dunhill Financial
United Kingdom
$299K +$182K +1,174 +155%
AWM
3244
AllSquare Wealth Management
New York
$299K – – –
GFM
3245
GEN Financial Management
Minnesota
$299K +$298K +1,925 New
FDS
3246
First Dallas Securities
Texas
$299K – – –
NFG
3247
Norris Financial Group
South Carolina
$299K +$298K +1,923 New
MWM
3248
MOKAN Wealth Management
Kansas
$298K +$3.1K +20 +1%
BWG
3249
Boomfish Wealth Group
Georgia
$298K – – –
MPCA
3250
Madison Park Capital Advisors
Washington
$298K +$3.72K +24 +1%
128 129
130
131 132