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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3576
HRC Wealth Management
Idaho
$201K +$200K +1,294 New
PHIC
3577
Pine Haven Investment Counsel
Massachusetts
$201K +$200K +1,293 New
SWM
3578
SilverOak Wealth Management
Minnesota
$201K -$18.9K -122 -9%
CC
3579
Cypress Capital
Tennessee
$201K +$200K +1,292 New
WWM
3580
Waterway Wealth Management
Texas
$201K -$394K -2,546 -66%
BAM
3581
Bellevue Asset Management
Washington
$201K +$929 +6 +0.5%
CFG
3582
CKW Financial Group
Hawaii
$200K +$310 +2 +0.2%
VWA
3583
VSM Wealth Advisory
Maryland
$197K -$64.9K -419 -25%
CFP
3584
Comprehensive Financial Planning
Pennsylvania
$195K +$1.24K +8 +0.6%
FFWM
3585
Future Financial Wealth Management
Ohio
$193K +$77.6K +501 +68%
HFS
3586
Hughes Financial Services
Virginia
$193K +$1.24K +8 +0.6%
AT
3587
Avalon Trust
New Mexico
$187K +$53.3K +344 +40%
HA
3588
Heartland Advisors
Wisconsin
$186K – – –
SC
3589
Swan Capital
Florida
$180K -$142K -919 -44%
CAM
3590
Clarity Asset Management
Iowa
$177K +$155 +1 +0.1%
TSMHT
3591
Thurston Springer Miller Herd & Titak
Indiana
$175K -$3.66M -23,649 -95%
MIFH
3592
Migdal Insurance & Financial Holdings
Israel
$172K – – –
TWM
3593
Tripletail Wealth Management
Florida
$172K +$173K +1,117 New
RBC
3594
Roble Belko & Company
Pennsylvania
$169K +$4.18K +27 +3%
EP
3595
Essential Partners
California
$168K +$151K +977 +930%
DFA
3596
DHJJ Financial Advisors
Illinois
$166K +$1.55K +10 +0.9%
C
3597
Covestor
United Kingdom
$162K -$44.4K -287 -22%
BWM
3598
Bernard Wealth Management
Michigan
$162K – – –
MFT
3599
Moisand Fitzgerald Tamayo
Florida
$161K – – –
AP
3600
Aspect Partners
Virginia
$159K -$9.76K -63 -6%
142 143
144
145 146