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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
2776
Morris Financial Concepts
South Carolina
$528K – – –
MPW
2777
MGO Private Wealth
California
$526K – – –
V
2778
VeraBank
Texas
$526K -$4.09K -12 -0.8%
WWG
2779
West Wealth Group
California
$526K -$99.9K -293 -16%
GC
2780
Garde Capital
Washington
$523K -$42.3K -124 -8%
PWA
2781
Peterson Wealth Advisors
Utah
$523K -$2.05K -6 -0.4%
FIC
2782
Family Investment Center
Missouri
$522K – – –
KA
2783
Keene & Associates
Texas
$522K +$23.5K +69 +5%
FWM
2784
Finer Wealth Management
Massachusetts
$522K -$35.8K -105 -6%
IDA
2785
Intelligence Driven Advisers
California
$520K +$16.7K +49 +3%
HFS
2786
Howard Financial Services
Texas
$519K +$8.19K +24 +2%
HI
2787
Humankind Investments
New York
$519K -$233K -682 -31%
SWP
2788
Summit Wealth Partners
Florida
$518K – – –
VH
2789
Visionary Horizons
Tennessee
$518K -$9.55K -28 -2%
LWM
2790
Lakeridge Wealth Management
Ohio
$517K +$32.4K +95 +7%
AW
2791
Alaethes Wealth
Nevada
$517K -$1.44M -4,232 -74%
PFA
2792
Plotkin Financial Advisors
Maryland
$516K – – –
CPRC
2793
Consolidated Portfolio Review Corp
New York
$515K -$74K -217 -13%
AFA
2794
AA Financial Advisors
Ohio
$513K -$11.6K -34 -2%
AAM
2795
Austin Asset Management
Texas
$512K +$3.75K +11 +0.7%
CMI
2796
Clare Market Investments
Texas
$511K +$83.2K +244 +20%
TFF
2797
The Family Firm
Maryland
$510K +$3.07K +9 +0.6%
CAM
2798
Chesapeake Asset Management
New York
$509K -$8.87K -26 -2%
MGWM
2799
Marks Group Wealth Management
Minnesota
$508K -$77.1K -226 -13%
TWP
2800
Triad Wealth Partners
Kansas
$508K +$120K +352 +31%
110 111
112
113 114