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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMK
3501
Caliber Wealth Management (Kansas)
Kansas
$265K +$4.26K +28 +2%
BFA
3502
Bright Financial Advisors
Michigan
$265K – – –
GWP
3503
Gateway Wealth Partners
Wisconsin
$265K +$65.9K +433 +33%
QWM
3504
QP Wealth Management
New Jersey
$264K +$263K +1,729 New
OFP
3505
OLIO Financial Planning
Virginia
$263K +$263K +1,727 New
TFA
3506
Trinity Financial Advisors
Ohio
$263K – – –
COFSG
3507
Carbahal Olsen Financial Services Group
California
$263K – – –
HPC
3508
Hobart Private Capital
North Carolina
$262K +$21.5K +141 +9%
CIM
3509
Chapman Investment Management
California
$262K – – –
LAM
3510
Lakewood Asset Management
Illinois
$262K +$152 +1 +0.1%
LWM
3511
Lifetime Wealth Management
Texas
$262K +$262K +1,720 New
PWS
3512
Peloton Wealth Strategists
Indiana
$262K +$45.7K +300 +21%
NEWAS
3513
N.E.W. Advisory Services
Wisconsin
$262K -$80K -525 -23%
LGG
3514
Luts & Greenleigh Group
Maryland
$260K +$609 +4 +0.2%
Q1WB
3515
Quest 10 Wealth Builders
Virginia
$260K +$40.8K +268 +19%
FWSM
3516
First Wilshire Securities Management
California
$260K – – –
AWP
3517
Abacus Wealth Partners
California
$260K -$9.44K -62 -4%
TW
3518
ticino wealth
California
$259K +$259K +1,701 New
LC
3519
Lincoln Capital
Nebraska
$259K – – –
ETS
3520
ESL Trust Services
New York
$259K -$2.29K -15 -0.9%
TIP
3521
Tandem Investment Partners
New Jersey
$259K -$44.2K -290 -15%
HWMC
3522
Heritage Wealth Management (California)
California
$259K +$6.55K +43 +3%
BCIM
3523
Bishop & Co Investment Management
Pennsylvania
$259K – – –
CAM
3524
CenterStar Asset Management
Illinois
$259K +$10.1K +66 +4%
BP
3525
Broadleaf Partners
Ohio
$258K +$9.14K +60 +4%
139 140
141
142 143