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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2976
Prasad Wealth Partners
Ohio
$586K +$616K +1,507 New
FDW
2977
Fourth Dimension Wealth
Ohio
$586K +$616K +1,507 New
WCFA
2978
Walkner Condon Financial Advisors
Wisconsin
$584K -$38.8K -95 -6%
FA
2979
Fermata Advisors
California
$584K +$5.72K +14 +0.9%
PFA
2980
Plotkin Financial Advisors
Maryland
$583K -$409 -1 -0.1%
CWA
2981
Consilium Wealth Advisory
Texas
$579K -$537K -1,314 -47%
SIC
2982
SJS Investment Consulting
Ohio
$578K +$58.8K +144 +11%
FFA
2983
Fi3 Financial Advisors
Indiana
$577K +$11.8K +29 +2%
RRA
2984
Round Rock Advisors
Connecticut
$577K +$215K +527 +55%
LWM
2985
Lakeridge Wealth Management
Ohio
$575K +$2.45K +6 +0.4%
PCP
2986
Panoramic Capital Partners
Oregon
$574K +$603K +1,476 New
AAM
2987
Austin Asset Management
Texas
$574K -$8.17K -20 -1%
WAG
2988
Wallace Advisory Group
California
$574K +$12.7K +31 +2%
RWS
2989
Resolute Wealth Strategies
Mississippi
$573K +$1.63K +4 +0.3%
HWM
2990
HFR Wealth Management
New York
$572K +$53.9K +132 +10%
ERWM
2991
Elk River Wealth Management
Colorado
$572K – – –
RFW
2992
Rainier Family Wealth
Washington
$571K +$600K +1,468 New
AA
2993
AJ Advisors
Tennessee
$570K +$6.54K +16 +1%
AT
2994
Avalon Trust
New Mexico
$569K +$2.04K +5 +0.3%
IPW
2995
Invictus Private Wealth
Colorado
$569K -$3.27K -8 -0.5%
PP
2996
PFS Partners
New Jersey
$569K -$24.5K -60 -4%
AWA
2997
Arbor Wealth Advisors
Michigan
$568K +$344K +841 +136%
VCM
2998
Vision Capital Management
Oregon
$567K +$66.2K +162 +13%
JA
2999
JVL Associates
Michigan
$567K +$1.63K +4 +0.3%
BWM
3000
BlackDiamond Wealth Management
New York
$566K +$8.58K +21 +1%
118 119
120
121 122