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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
3926
Aspetuck Financial Management
Connecticut
$239K +$210K +1,153 New
NC
3927
North Capital
Utah
$238K +$210K +1,152 New
DSA
3928
Droms Strauss Advisors
Missouri
$238K +$210K +1,152 New
KFA
3929
Kelleher Financial Advisors
New York
$238K +$21K +115 +8%
FFWM
3930
Future Financial Wealth Management
Ohio
$236K – – –
GFM
3931
GEN Financial Management
Minnesota
$236K -$139K -760 -40%
HC
3932
Headland Capital
South Carolina
$236K +$208K +1,141 New
KA
3933
Kure Advisory
Minnesota
$236K +$208K +1,140 New
PCM
3934
Passive Capital Management
Maryland
$236K +$208K +1,139 New
HWA
3935
HMV Wealth Advisors
Louisiana
$235K +$208K +1,138 New
IDA
3936
Intelligence Driven Advisers
California
$235K -$33.6K -184 -14%
HWA
3937
HighRoad Wealth Advisors
Oregon
$235K +$207K +1,135 New
PFM
3938
Peak Financial Management
Massachusetts
$235K +$207K +1,134 New
BWM
3939
Buska Wealth Management
Wisconsin
$235K +$207K +1,134 New
LIM
3940
Loudon Investment Management
New Hampshire
$234K +$206K +1,130 New
FA
3941
FSA Advisors
Michigan
$234K +$206K +1,129 New
GCA
3942
Gallagher Capital Advisors
Texas
$233K +$209K +1,145 New
LW
3943
Livet Wealth
Utah
$233K +$205K +1,126 New
SCA
3944
Stokes Capital Advisors
South Carolina
$233K +$205K +1,125 New
GWM
3945
GoalFusion Wealth Management
Texas
$233K +$205K +1,125 New
DPI
3946
Diversified Portfolios Inc
Michigan
$232K +$205K +1,123 New
FWP
3947
Forefront Wealth Partners
Texas
$232K +$204K +1,121 New
AL
3948
ADE LLC
Maryland
$232K +$204K +1,120 New
FW
3949
Fairway Wealth
Ohio
$231K +$182K +997 +824%
MCG
3950
McCollum Christoferson Group
New York
$230K +$203K +1,113 New
156 157
158
159 160