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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
3551
USAdvisors Wealth Management
Minnesota
$214K +$200K +1,279 New
HWM
3552
Hobbs Wealth Management
Indiana
$214K +$200K +1,278 New
BAM
3553
Bellevue Asset Management
Washington
$214K +$939 +6 +0.5%
HFS
3554
Hughes Financial Services
Virginia
$214K +$198K +1,267 New
VPF
3555
Vantage Point Financial
Illinois
$213K +$200K +1,275 New
PHIC
3556
Pine Haven Investment Counsel
Massachusetts
$213K +$200K +1,275 New
SI
3557
Seeds Investor
New York
$213K +$200K +1,275 New
CKAIS
3558
Christensen King & Associates Investment Services
Washington
$213K +$201K +1,284 New
BI
3559
BFI Infinity
Switzerland
$213K +$199K +1,271 New
EL
3560
EWA LLC
Pennsylvania
$212K +$198K +1,268 New
CWAF
3561
Core Wealth Advisors (Florida)
Florida
$212K +$198K +1,266 New
EE
3562
EWG Elevate
California
$212K -$255K -1,630 -56%
EFG
3563
Ehrlich Financial Group
California
$211K +$198K +1,263 New
GKIM
3564
GW&K Investment Management
Massachusetts
$211K +$49.8K +318 +34%
FFC
3565
Frederick Financial Consultants
Maryland
$211K +$197K +1,261 New
HHRDM
3566
H&H Retirement Design & Management
Nevada
$211K +$783 +5 +0.3%
SSWM
3567
Strait & Sound Wealth Management
California
$211K -$27.2K -174 -12%
MWA
3568
Motive Wealth Advisors
Michigan
$211K +$197K +1,259 New
GWP
3569
Gateway Wealth Partners
Wisconsin
$210K +$196K +1,252 New
GMA
3570
Glassy Mountain Advisors
Maryland
$209K +$196K +1,249 New
DFP
3571
Defined Financial Planning
California
$209K +$194K +1,239 New
DP
3572
Denver PWM
Colorado
$208K +$190K +1,211 +4,037%
BBW
3573
Blue Barn Wealth
Utah
$207K +$194K +1,240 New
JTWM
3574
Jackson Thornton Wealth Management
Alabama
$207K -$13.6K -87 -5%
CFP
3575
Comprehensive Financial Planning
Pennsylvania
$207K +$1.25K +8 +0.7%
141 142
143
144 145