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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
3026
Madison Wealth Partners
Wisconsin
$271K – – –
NL
3027
NKCFO LLC
Illinois
$271K – – –
AWM
3028
AllSquare Wealth Management
New York
$271K +$17.4K +108 +7%
OFS
3029
OneAscent Financial Services
Alabama
$271K +$283K +1,751 New
OWM
3030
Opes Wealth Management
California
$270K +$2.75K +17 +1%
AG
3031
AlphaSimPlex Group
Massachusetts
$269K -$80.1K -496 -22%
PP
3032
PrairieView Partners
Minnesota
$269K -$16.1K -100 -5%
MWP
3033
Meridian Wealth Partners
Pennsylvania
$269K +$65.6K +406 +31%
ICM
3034
Ionic Capital Management
New York
$269K +$281K +1,739 New
PG
3035
Prostatis Group
Maryland
$269K -$1.18M -7,308 -81%
VFIC
3036
Valley Forge Investment Consultants
Pennsylvania
$268K -$24.2K -150 -8%
CCM
3037
Colorado Capital Management
Colorado
$268K +$64.1K +397 +30%
HKIMG
3038
Hutchens & Kramer Investment Management Group
Indiana
$268K +$309K +1,911 New
MWPCG
3039
Measured Wealth Private Client Group
New Hampshire
$267K – – –
TC
3040
Tatro Capital
Kentucky
$267K +$16.5K +102 +6%
TMWM
3041
Taylor & Morgan Wealth Management
Michigan
$266K +$277K +1,718 New
SC
3042
Stephens Consulting
Michigan
$265K +$276K +1,712 New
FMC
3043
Financial Management Concepts
Florida
$264K – – –
LFA
3044
Level Financial Advisors
New York
$264K +$275K +1,702 New
PAM
3045
Paradigm Asset Management
New York
$263K -$32.3K -200 -11%
SICM
3046
Sustainable Insight Capital Management
New York
$263K -$112K -693 -29%
CFO
3047
Collective Family Office
Pennsylvania
$263K +$4.2K +26 +2%
MFA
3048
Morling Financial Advisors
California
$263K +$274K +1,696 New
EPWM
3049
Essex Private Wealth Management
Massachusetts
$262K -$48.5K -300 -15%
WA
3050
Wealth Advisors
California
$262K +$43.3K +268 +19%
120 121
122
123 124