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Name Holding Trade Value Shares
Change 		Change in
Stake
W
3351
WealthCollab
Washington
$264K -$2.56K -7 -1%
CWA
3352
CM Wealth Advisors
Ohio
$264K +$283K +774 New
T
3353
TCWP
Ohio
$264K -$4.38K -12 -2%
CCA
3354
Criterion Capital Advisors
Tennessee
$263K -$96.8K -265 -28%
C1AG
3355
Client 1st Advisory Group
Florida
$263K – – –
FEG
3356
Financial Enhancement Group
Indiana
$263K +$6.58K +18 +2%
MFS
3357
Mirabella Financial Services
United Kingdom
$263K -$639K -1,749 -72%
RS
3358
Retirement Solution
Washington
$262K +$1.83K +5 +0.7%
CWM
3359
Chicago Wealth Management
Illinois
$261K – – –
SFFS
3360
Stonehage Fleming Financial Services
Jersey
$260K +$219K +600 +188%
BWA
3361
BlueSky Wealth Advisors
North Carolina
$260K – – –
WW
3362
Waterfront Wealth
Kansas
$259K +$8.4K +23 +3%
VFG
3363
V2 Financial group
Illinois
$258K +$246K +673 New
1CP
3364
17 Capital Partners
Arizona
$258K – – –
HCM
3365
Hillman Capital Management
Maryland
$257K -$121K -330 -33%
NPT
3366
National Philanthropic Trust
Pennsylvania
$257K -$3.21M -8,778 -93%
BCA
3367
Bray Capital Advisors
Florida
$255K – – –
IWP
3368
IAG Wealth Partners
Wisconsin
$255K +$15.3K +42 +7%
PWMG
3369
Pioneer Wealth Management Group
Texas
$255K – – –
IAG
3370
Investment Advisory Group
Massachusetts
$254K +$3.29K +9 +1%
PWM
3371
Proathlete Wealth Management
Florida
$254K +$241K +661 New
HSG
3372
Helen Stephens Group
Texas
$254K – – –
FFWA
3373
Forthright Family Wealth Advisory
Texas
$253K +$5.12K +14 +2%
MSWMA
3374
Market Street Wealth Management Advisors
Indiana
$252K +$9.13K +25 +4%
SSC
3375
Syverson Strege & Co
Iowa
$252K +$240K +657 New
133 134
135
136 137