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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
3751
Delos Wealth Advisors
Texas
$238K -$24.6K -132 -8%
ODIJL
3752
One Day In July LLC
Vermont
$237K +$266K +1,429 New
SFPG
3753
Stonebridge Financial Planning Group
Florida
$236K – – –
WLIM
3754
White Lighthouse Investment Management
Massachusetts
$235K -$29K -156 -10%
MW
3755
Members Wealth
Pennsylvania
$235K -$45.8K -246 -15%
WFP
3756
Wrenne Financial Planning
Kentucky
$235K +$264K +1,418 New
HWP
3757
Highline Wealth Partners
California
$235K +$113K +607 +75%
BFA
3758
Buttonwood Financial Advisors
Maryland
$234K +$262K +1,410 New
WH
3759
Whitcomb & Hess
Ohio
$234K +$2.23K +12 +0.9%
FWM
3760
Fonville Wealth Management
Virginia
$234K +$14.7K +79 +6%
JMA
3761
J.M. Arbour
Maine
$233K -$52.5K -282 -17%
SIC
3762
Sage Investment Counsel
Tennessee
$233K +$186 +1 +0.1%
AGC
3763
August Group Capital
$233K -$93.6K -503 -26%
AF
3764
AtlasMark Financial
Texas
$233K – – –
LP
3765
LB Partners
Virginia
$232K – – –
IFA
3766
Interactive Financial Advisors
Illinois
$232K -$34.2K -184 -12%
AWM
3767
Ariadne Wealth Management
California
$231K +$2.05K +11 +0.8%
TCM
3768
TABR Capital Management
California
$231K +$2.42K +13 +0.9%
FFA
3769
Fi3 Financial Advisors
Indiana
$231K -$439K -2,360 -71%
BWA
3770
Bestgate Wealth Advisors
Maryland
$231K – – –
CRI
3771
Colonial River Investments
Virginia
$230K -$57.3K -308 -18%
AFP
3772
Alpha Financial Partners
Kentucky
$230K +$5.03K +27 +2%
PIP
3773
Peachtree Investment Partners
Florida
$230K -$148K -793 -36%
RWI
3774
Red Wave Investments
Pennsylvania
$230K – – –
NP
3775
Ninepoint Partners
Ontario, Canada
$229K +$257K +1,381 New
149 150
151
152 153