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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3301
VSM Wealth Advisory
Maryland
$293K – – –
AFS
3302
Axiom Financial Strategies
Indiana
$293K +$939 +6 +0.3%
WA
3303
Wealthstream Advisors
New York
$293K +$13.3K +85 +5%
LWM
3304
LeConte Wealth Management
Tennessee
$293K +$274K +1,749 New
NWM
3305
Northwest Wealth Management
Iowa
$293K -$157 -1 -0.1%
IPW
3306
Impact Partnership Wealth
Georgia
$292K -$934K -5,969 -77%
PFG
3307
Prospect Financial Group
Virginia
$292K +$15.3K +98 +6%
GAM
3308
GEM Asset Management
Michigan
$292K -$32.9K -210 -11%
CAL
3309
Capital Advisors Ltd
Ohio
$292K +$3.44K +22 +1%
TNAM
3310
Terra Nova Asset Management
New York
$291K – – –
KFA
3311
Krane Funds Advisors
New York
$291K -$29.1K -186 -10%
BFA
3312
Bright Financial Advisors
Michigan
$291K +$272K +1,740 New
WFS
3313
Walker Financial Services
Kentucky
$291K -$52.1K -333 -16%
KW
3314
KWB Wealth
California
$290K -$470 -3 -0.1%
AIA
3315
Arbor Investment Advisors
North Carolina
$290K +$470 +3 +0.2%
SSA
3316
Sierra Summit Advisors
Nevada
$290K +$3.6K +23 +1%
BCG
3317
Bravias Capital Group
New Jersey
$290K +$1.72K +11 +0.6%
SIMC
3318
Squire Investment Management Company
Utah
$290K +$7.51K +48 +3%
BBA
3319
Baader Bank Aktiengesellschaft
Germany
$290K +$326K +2,084 New
SIA
3320
Strategic Investment Advisors
Michigan
$289K +$30.7K +196 +13%
RA
3321
Rise Advisors
New York
$289K +$23.5K +150 +10%
AT
3322
American Trust
Kentucky
$289K -$150K -955 -36%
RLWM
3323
RF&L Wealth Management
Massachusetts
$289K – – –
COFSG
3324
Carbahal Olsen Financial Services Group
California
$288K – – –
BWA
3325
BlueChip Wealth Advisors
Georgia
$288K +$626 +4 +0.2%
131 132
133
134 135