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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
2576
Millstone Evans Group
Colorado
$297K – – –
NWA
2577
New World Advisors
Massachusetts
$297K -$245K -2,357 -50%
Q
2578
QVR
California
$297K +$248K +2,391 New
VH
2579
Visionary Horizons
Tennessee
$296K – – –
JCM
2580
Jacobsen Capital Management
Utah
$296K +$29.3K +282 +13%
DWG
2581
Darden Wealth Group
Michigan
$295K -$5.2K -50 -2%
FCFC
2582
First Citizens Financial Corp
Iowa
$295K – – –
FFWM
2583
Future Financial Wealth Management
Ohio
$295K +$10.4K +100 +4%
CA
2584
Claris Advisors
Missouri
$294K +$247K +2,374 New
FGA
2585
Fortis Group Advisors
New Jersey
$294K -$2.39K -23 -0.9%
FWI
2586
Facet Wealth Inc
Maryland
$293K +$256K +2,464 New
AWC
2587
Adamsbrown Wealth Consultants
Kansas
$293K +$2.08K +20 +0.9%
DTL
2588
Dynamic Technology Lab
Singapore
$292K -$3.3M -31,783 -93%
RIS
2589
Richmond Investment Services
Wisconsin
$292K +$245K +2,354 New
AWM
2590
Austin Wealth Management
Texas
$292K +$255K +2,450 New
RL
2591
Retireful LLC
Michigan
$292K +$244K +2,351 New
MBFW
2592
Morton Brown Family Wealth
Pennsylvania
$291K – – –
BBW
2593
Blue Barn Wealth
Utah
$291K +$17.1K +165 +8%
RFN
2594
Redwood Financial Network
Ohio
$291K -$5.4K -52 -2%
SWGC
2595
Summit Wealth Group (Colorado)
Colorado
$290K +$243K +2,341 New
UW
2596
Unique Wealth
Florida
$290K +$727 +7 +0.3%
TFA
2597
Tranquilli Financial Advisor
New Jersey
$290K +$10.2K +98 +4%
WWC
2598
Waypoint Wealth Counsel
Georgia
$290K -$34.5K -332 -12%
CWM
2599
Collaborative Wealth Management
Florida
$290K -$2.6K -25 -1%
LWM
2600
Latko Wealth Management
Illinois
$289K +$12.5K +120 +5%
102 103
104
105 106