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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2976
Broadway Wealth Solutions
Texas
$246K +$206K +659 New
SRWM
2977
Shira Ridge Wealth Management
California
$246K +$206K +658 New
IW
2978
Instrumental Wealth
Florida
$246K +$206K +658 New
GPWA
2979
Gaddis Premier Wealth Advisors
Oklahoma
$245K +$206K +657 New
CCMI
2980
Creative Capital Management Investments
California
$245K +$6.58K +21 +3%
SWMG
2981
Sard Wealth Management Group
Georgia
$245K +$205K +655 New
WQ
2982
Wealth Quarterback
New Jersey
$245K +$205K +655 New
NEPPG
2983
New England Professional Planning Group
Rhode Island
$245K -$85.2K -272 -29%
TBFA
2984
Three Bearings Fiduciary Advisors
New Hampshire
$245K – – –
AA
2985
Argent Advisors
Louisiana
$244K +$205K +654 New
BCMLT
2986
Beacon Capital Management LLC (Tennessee)
Tennessee
$244K +$205K +654 New
SCM
2987
SCS Capital Management
Massachusetts
$244K +$204K +653 New
PS
2988
Planned Solutions
California
$243K +$204K +651 New
GFG
2989
Greenbush Financial Group
New York
$243K +$204K +651 New
TWP
2990
Tenet Wealth Partners
Illinois
$243K +$210K +672 New
BWCS
2991
Beirne Wealth Consulting Services
Connecticut
$243K +$204K +650 New
WWMP
2992
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$243K +$204K +650 New
FA
2993
FSA Advisors
Michigan
$243K +$203K +649 New
SWM
2994
Scissortail Wealth Management
Oklahoma
$242K -$196K -625 -49%
BFWM
2995
Bright Futures Wealth Management
New York
$241K +$202K +644 New
LCWP
2996
Legacy Capital Wealth Partners
Arkansas
$240K -$45.4K -145 -18%
PCM
2997
Permanent Capital Management
Illinois
$240K +$201K +643 New
PWP
2998
Prasad Wealth Partners
Ohio
$240K -$69.2K -221 -26%
SOAG
2999
Silver Oak Advisory Group
Oregon
$240K +$202K +644 New
DP
3000
DDD Partners
Washington
$240K +$201K +642 New
118 119
120
121 122