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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2751
Invictus Private Wealth
Colorado
$540K -$111K -359 -19%
BBWP
2752
Beacon Bridge Wealth Partners
Pennsylvania
$539K -$9.6K -31 -2%
CAC
2753
Core Alternative Capital
Georgia
$538K -$224K -723 -32%
VH
2754
Visionary Horizons
Tennessee
$538K +$481K +1,552 New
VAF
2755
Values Added Financial
District of Columbia
$537K +$57.9K +187 +14%
BAM
2756
Bellevue Asset Management
Washington
$536K +$310 +1 +0.1%
SWA
2757
Sax Wealth Advisors
New Jersey
$535K -$310K -1,000 -39%
MFC
2758
Morris Financial Concepts
South Carolina
$535K -$929 -3 -0.2%
V
2759
VeraBank
Texas
$535K +$18.3K +59 +4%
APW
2760
Austin Private Wealth
Texas
$534K -$18K -58 -4%
WWG
2761
West Wealth Group
California
$533K +$6.5K +21 +1%
CCP
2762
Cassia Capital Partners
North Carolina
$533K +$1.86K +6 +0.4%
LFP
2763
Lakeshore Financial Planning
Michigan
$532K +$619 +2 +0.1%
PIAS
2764
PCA Investment Advisory Services
Ohio
$532K +$5.57K +18 +1%
WFA
2765
WMG Financial Advisors
Tennessee
$532K -$74K -239 -13%
SXL
2766
Summit X LLC
Missouri
$530K -$15.2K -49 -3%
RRWA
2767
Rainey & Randall Wealth Advisors
Florida
$530K +$1.86K +6 +0.4%
MPW
2768
MGO Private Wealth
California
$530K – – –
MSG
2769
Main Street Group
Virginia
$530K +$473K +1,528 New
PWA
2770
Peterson Wealth Advisors
Utah
$530K +$7.43K +24 +2%
SWP
2771
Summit Wealth Partners
Florida
$529K +$4.64K +15 +1%
FWI
2772
Facet Wealth Inc
Maryland
$529K +$193K +622 +72%
BAM
2773
Brave Asset Management
New Jersey
$527K +$5.26K +17 +1%
FP
2774
Foundry Partners
Minnesota
$527K +$68.1K +220 +17%
FIC
2775
Family Investment Center
Missouri
$525K – – –
109 110
111
112 113