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Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
1151
HBW Advisory Services
California
$191K -$850 -63 -0.5%
MWC
1152
MKD Wealth Coaches
Michigan
$190K – – –
ACM
1153
Alessandra Capital Management
California
$190K +$185K +13,683 New
IF
1154
Intrua Financial
Texas
$190K +$18.9K +1,398 +11%
WF
1155
Wayfinding Financial
Washington
$189K +$10.2K +754 +6%
BW
1156
Blalock Williams
Alabama
$189K +$183K +13,590 New
PP
1157
PFS Partners
New Jersey
$188K -$8.7K -645 -5%
PPW
1158
Parcion Private Wealth
Washington
$188K +$36.5K +2,704 +25%
WMA
1159
Wealth Management Associates
New Jersey
$187K -$19.9K -1,476 -10%
MHB
1160
Midwest Heritage Bank
Iowa
$186K +$1.65K +122 +0.9%
WCM
1161
Winebrenner Capital Management
Kentucky
$186K -$4.09K -303 -2%
SFC
1162
Summit Financial Consulting
Michigan
$186K +$1.19K +88 +0.7%
SFS
1163
Sharp Financial Services
Pennsylvania
$186K +$27 +2 +0%
AIM
1164
Axiom Investment Management
New York
$186K -$2.7K -200 -1%
EW
1165
Elyxium Wealth
California
$186K +$181K +13,386 New
KJWM
1166
Kiley Juergens Wealth Management
Washington
$186K +$148 +11 +0.1%
MCA
1167
MSH Capital Advisors
Arizona
$186K -$44.6K -3,309 -20%
PGWM
1168
Pitti Group Wealth Management
New York
$186K -$11.7K -864 -6%
RWP
1169
Ridgecrest Wealth Partners
California
$185K – – –
CSIC
1170
Clifford Swan Investment Counsel
California
$185K – – –
TDB
1171
Thompson David Blair
$185K +$4.05K +300 +2%
IP
1172
Ignite Planners
California
$184K -$11.9K -881 -6%
VWM
1173
Venturi Wealth Management
Texas
$183K +$178K +13,198 New
CWA
1174
Canvas Wealth Advisors
Kansas
$183K +$9.42K +698 +6%
PWMAG
1175
Pinnacle Wealth Management Advisory Group
New Jersey
$183K +$177K +13,131 New
45 46
47
48 49