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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3826
Creative Capital Management Investments
California
$272K +$109K +599 +84%
BWA
3827
BlueSky Wealth Advisors
North Carolina
$271K +$239K +1,312 New
TFA
3828
TrustWell Financial Advisors
Florida
$271K +$239K +1,310 New
AWM
3829
Abound Wealth Management
Tennessee
$271K +$81.9K +449 +52%
AWP
3830
Avid Wealth Partners
Texas
$271K -$10K -55 -4%
KWA
3831
Kellett Wealth Advisors
Ohio
$270K +$238K +1,305 New
CWGL
3832
Cedrus Wealth Group LLC
Minnesota
$270K +$238K +1,304 New
SWM
3833
SilverOak Wealth Management
Minnesota
$270K +$238K +1,304 New
KPWG
3834
KFA Private Wealth Group
Virginia
$270K +$238K +1,303 New
BAM
3835
Bellevue Asset Management
Washington
$270K +$912 +5 +0.4%
EGWAG
3836
Elwood & Goetz Wealth Advisory Group
Georgia
$269K +$237K +1,299 New
JTWM
3837
Jackson Thornton Wealth Management
Alabama
$269K -$140K -767 -35%
TFA
3838
TPG Financial Advisors
Oregon
$268K -$19.1K -105 -7%
LFA
3839
Level Financial Advisors
New York
$268K -$14.2K -78 -6%
MAM
3840
Mainsail Asset Management
Alabama
$268K +$236K +1,295 New
OAS
3841
Optivise Advisory Services
Tennessee
$268K +$236K +1,294 New
AAMG
3842
AMG Asset Management Group
Georgia
$267K +$236K +1,292 New
SC
3843
Stephenson & Company
California
$267K +$235K +1,290 New
CPC
3844
Consolidated Planning Corp
Georgia
$267K -$8.94K -49 -4%
VC
3845
Vestor Capital
Illinois
$266K -$2.81M -15,393 -92%
AT
3846
Avalon Trust
New Mexico
$266K +$146K +800 +165%
SA
3847
Stewardship Advisors
Pennsylvania
$266K +$234K +1,285 New
MWA
3848
Madson Wealth Advisors
California
$265K +$234K +1,282 New
SIA
3849
Sovereign Investment Advisors
Arizona
$265K +$234K +1,281 New
FDS
3850
First Dallas Securities
Texas
$265K -$67.5K -370 -22%
152 153
154
155 156