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Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
3176
Walled Lake Planning & Wealth Management
Illinois
$479K +$1.97K +5 +0.4%
PWM
3177
Peck Wealth Management
New York
$479K +$464K +1,181 New
BGAI
3178
Bruce G. Allen Investments
Colorado
$477K -$3.93K -10 -0.8%
MF
3179
Montis Financial
Massachusetts
$477K +$54.3K +138 +13%
BFA
3180
Brown Financial Advisors
Ohio
$477K -$7.47K -19 -2%
LAM
3181
Lifestyle Asset Management
Texas
$476K +$72K +183 +18%
B
3182
Bellecapital
Switzerland
$476K +$238K +605 +106%
FA
3183
Fiducient Advisors
Illinois
$475K +$16.1K +41 +4%
HP
3184
Holistic Planning
Texas
$475K +$48.4K +123 +12%
KLI
3185
Kelman-Lazarov Inc
Tennessee
$475K -$10.6K -27 -2%
AF
3186
Apollon Financial
South Carolina
$474K +$22K +56 +5%
WHCI
3187
W.H. Cornerstone Investments
Massachusetts
$474K -$528K -1,344 -53%
TFIPS
3188
Towarzystwo Funduszy Inwestycyjnych PZU SA
$474K – – –
WAG
3189
Windsor Advisory Group
Ohio
$474K +$460K +1,170 New
MFT
3190
Moisand Fitzgerald Tamayo
Florida
$473K -$41.3K -105 -8%
RA
3191
Rise Advisors
New York
$472K +$19.3K +49 +4%
M1FG
3192
Mach-1 Financial Group
Arkansas
$472K -$518K -1,317 -53%
IAS
3193
Integrity Advisory Solutions
Texas
$472K +$457K +1,163 New
OW
3194
Olistico Wealth
Oklahoma
$471K -$1.57K -4 -0.3%
FHWM
3195
Fox Hill Wealth Management
Massachusetts
$471K -$11.4K -29 -2%
GIM
3196
Guild Investment Management
California
$470K – – –
NFTC
3197
North Forty Two & Co
Oregon
$470K – – –
FWM
3198
Focused Wealth Management
New York
$469K +$21.2K +54 +5%
FWM
3199
Forza Wealth Management
Florida
$468K – – –
PP
3200
Pingora Partners
Wyoming
$468K – – –
126 127
128
129 130