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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3151
FMB Wealth Management
California
$216K +$2.36K +8 +1%
MWP
3152
Meredith Wealth Planning
Illinois
$216K -$18.3K -62 -8%
IA
3153
Inspire Advisors
Idaho
$215K +$205K +693 New
SICM
3154
Sustainable Insight Capital Management
New York
$214K -$1.43M -4,853 -88%
LKIM
3155
Lawson Kroeker Investment Management
Nebraska
$214K -$15.4K -52 -7%
DI
3156
Disciplined Investments
Oklahoma
$214K -$1.18K -4 -0.6%
PW
3157
Peninsula Wealth
California
$214K +$203K +688 New
TWM
3158
Tanager Wealth Management
United Kingdom
$214K +$203K +688 New
LA
3159
Lane & Associates
New Jersey
$214K +$203K +687 New
MWA
3160
Motive Wealth Advisors
Michigan
$213K +$203K +686 New
GS
3161
GTS Securities
Florida
$213K +$203K +686 New
LFGO
3162
Legacy Financial Group (Oklahoma)
Oklahoma
$213K +$203K +686 New
KFA
3163
Kelleher Financial Advisors
New York
$212K – – –
FA
3164
Fountainhead AM
New Jersey
$211K -$20.4K -69 -9%
CWM
3165
Chicago Wealth Management
Illinois
$211K – – –
RJTCONH
3166
Raymond James Trust Company of New Hampshire
New Hampshire
$209K -$35.2K -119 -15%
HWM
3167
Horizon Wealth Management
Illinois
$209K -$31.3K -106 -14%
VIA
3168
Virtus Investment Advisers
Connecticut
$208K – – –
WAM
3169
Worth Asset Management
Texas
$207K -$886 -3 -0.4%
BCA
3170
Bray Capital Advisors
Florida
$207K -$10.3K -35 -5%
MAG
3171
Mayfair Advisory Group
Alabama
$207K +$201K +682 New
HCM
3172
Howard Capital Management
Georgia
$207K +$196K +665 New
FCIM
3173
Fairview Capital Investment Management
California
$206K +$196K +664 New
HSG
3174
Helen Stephens Group
Texas
$206K +$196K +662 New
VW
3175
Vance Wealth
California
$205K +$195K +661 New
125 126
127
128 129