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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
3151
Phillips Financial Management
Indiana
$447K -$95K -292 -19%
BW
3152
BXM Wealth
Colorado
$446K +$121K +372 +42%
MCI
3153
MRP Capital Investments
Georgia
$446K -$65.1K -200 -14%
GWM
3154
GoalFusion Wealth Management
Texas
$445K +$164K +505 +67%
MCP
3155
Mirador Capital Partners
California
$445K -$5.21K -16 -1%
PWA
3156
Physician Wealth Advisors
Utah
$445K +$40.3K +124 +11%
HI
3157
Hoey Investments
Pennsylvania
$444K +$74.5K +229 +22%
AL
3158
ADE LLC
Maryland
$444K -$13K -40 -3%
CWA
3159
Crux Wealth Advisors
California
$443K -$8.78K -27 -2%
WSFG
3160
Wall Street Financial Group
Illinois
$443K -$18.2K -56 -4%
SDH
3161
Sloy Dahl & Holst
Washington
$441K – – –
WBG
3162
Wharton Business Group
Pennsylvania
$441K +$6.51K +20 +2%
EL
3163
EWA LLC
Pennsylvania
$440K -$129K -397 -24%
MAM
3164
Mainsail Asset Management
Alabama
$438K +$107K +330 +34%
SGWP
3165
Sun Group Wealth Partners
California
$438K -$87.2K -268 -18%
EV
3166
EJMK Ventures
Illinois
$438K +$48.8K +150 +14%
CWA
3167
Clarity Wealth Advisors
California
$438K -$7.16K -22 -2%
FA
3168
FSA Advisors
Michigan
$437K +$404K +1,241 New
VCM
3169
Violich Capital Management
California
$437K -$3.25K -10 -0.8%
AFP
3170
ATLas Financial Planning
Georgia
$437K -$16.3K -50 -4%
HA
3171
Heartland Advisors
Wisconsin
$437K – – –
IDA
3172
Intelligence Driven Advisers
California
$437K +$32.5K +100 +9%
LJAC
3173
L.J. Altfest & Co
New York
$436K +$4.23K +13 +1%
DWML
3174
Decker Wealth Management LLC
Tennessee
$436K – – –
PM
3175
Phraction Management
Connecticut
$436K – – –
125 126
127
128 129