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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
3301
Intelligence Driven Advisers
California
$395K -$65.6K -179 -13%
YWM
3302
Yukon Wealth Management
Kansas
$395K -$23.8K -65 -6%
XPN
3303
XY Planning Network
Montana
$395K +$108K +294 +34%
GCM
3304
Gallacher Capital Management
Colorado
$394K -$21.6K -59 -5%
IWN
3305
Independent Wealth Network
Iowa
$394K -$82.8K -226 -16%
BLAM
3306
Bourne Lent Asset Management
New York
$392K -$73.3K -200 -15%
KIM
3307
Kestra Investment Management
Texas
$392K -$20.9K -57 -5%
AAMC
3308
Asset Allocation & Management Company
Illinois
$391K – – –
RWFS
3309
Rayburn West Financial Services
Tennessee
$390K +$415K +1,132 New
GC
3310
Gibson Capital
Pennsylvania
$388K -$33.7K -92 -8%
LWMM
3311
Legacy Wealth Management (Mississippi)
Mississippi
$388K +$153K +419 +59%
EWP
3312
Evergreen Wealth Partners
Montana
$388K +$412K +1,126 New
HPIA
3313
Hamilton Point Investment Advisors
North Carolina
$387K +$5.86K +16 +1%
NAMNJ
3314
NorthStar Asset Management (New Jersey)
New Jersey
$387K -$4.76K -13 -1%
CPIA
3315
Cornell Pochily Investment Advisors
New York
$387K +$366 +1 +0.1%
MWAM
3316
Manhattan West Asset Management
California
$386K -$8.79K -24 -2%
JBA
3317
Johnson Bixby & Associates
Washington
$386K – – –
CFSG
3318
Clark Financial Services Group
Missouri
$385K -$2.2K -6 -0.5%
TWM
3319
Tripletail Wealth Management
Florida
$385K -$54.2K -148 -12%
RF
3320
Rossby Financial
Florida
$384K +$31.9K +87 +8%
CH
3321
Canton Hathaway
Rhode Island
$384K – – –
WAG
3322
Wheelhouse Advisory Group
Missouri
$382K +$16.8K +46 +4%
CAM
3323
Cacti Asset Management
Georgia
$382K – – –
NWAG
3324
Net Worth Advisory Group
Utah
$382K +$407K +1,110 New
WHCI
3325
W.H. Cornerstone Investments
Massachusetts
$380K -$24.2K -66 -6%
131 132
133
134 135