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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3801
Fonville Wealth Management
Virginia
$275K +$243K +1,330 New
BF
3802
Blankinship & Foster
California
$275K – – –
PWAC
3803
Private Wealth Advisors (California)
California
$275K -$9.3K -51 -4%
PCM
3804
Prelude Capital Management
New York
$275K +$242K +1,328 New
SDWMA
3805
Schneider Downs Wealth Management Advisors
Pennsylvania
$274K +$242K +1,326 New
BFAG
3806
Blackston Financial Advisory Group
Florida
$274K +$242K +1,326 New
AFC
3807
AFT Forsyth & Company
Florida
$274K -$45.6K -250 -16%
RBCM
3808
Raub Brock Capital Management
California
$273K – – –
RGF
3809
Retirement Guys Formula
Ohio
$273K +$241K +1,321 New
AFA
3810
Allium Financial Advisors
Oregon
$273K -$4.01K -22 -2%
MGWA
3811
Monument Group Wealth Advisors
Massachusetts
$273K +$241K +1,320 New
DWS
3812
Discipline Wealth Solutions
South Carolina
$272K -$4.92K -27 -2%
CAM
3813
Councilmark Asset Management
Tennessee
$272K – – –
CCMI
3814
Creative Capital Management Investments
California
$272K +$109K +599 +84%
BWA
3815
BlueSky Wealth Advisors
North Carolina
$271K +$239K +1,312 New
TFA
3816
TrustWell Financial Advisors
Florida
$271K +$239K +1,310 New
AWM
3817
Abound Wealth Management
Tennessee
$271K +$81.9K +449 +52%
AWP
3818
Avid Wealth Partners
Texas
$271K -$10K -55 -4%
KWA
3819
Kellett Wealth Advisors
Ohio
$270K +$238K +1,305 New
CWGL
3820
Cedrus Wealth Group LLC
Minnesota
$270K +$238K +1,304 New
SWM
3821
SilverOak Wealth Management
Minnesota
$270K +$238K +1,304 New
KPWG
3822
KFA Private Wealth Group
Virginia
$270K +$238K +1,303 New
BAM
3823
Bellevue Asset Management
Washington
$270K +$912 +5 +0.4%
EGWAG
3824
Elwood & Goetz Wealth Advisory Group
Georgia
$269K +$237K +1,299 New
JTWM
3825
Jackson Thornton Wealth Management
Alabama
$269K -$140K -767 -35%
151 152
153
154 155