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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3376
Thryve Wealth Management
Texas
$364K +$388K +1,058 New
WW
3377
Waterfront Wealth
Kansas
$364K -$6.59K -18 -2%
SRA
3378
Secured Retirement Advisors
Minnesota
$363K +$18.3K +50 +5%
JHC
3379
J. Hagan Capital
Kentucky
$362K -$55.7K -152 -13%
GC
3380
Grange Capital
Oregon
$362K +$366 +1 +0.1%
FHWM
3381
Fox Hill Wealth Management
Massachusetts
$361K -$41.4K -113 -10%
FPGK
3382
Financial Partners Group (Kansas)
Kansas
$361K -$5.49K -15 -2%
LI
3383
LVZ Inc
Michigan
$361K – – –
PDM
3384
Penn Davis McFarland
Texas
$361K – – –
TWA
3385
Tandem Wealth Advisors
Arizona
$360K +$75.8K +207 +25%
GWM
3386
Gilpin Wealth Management
Colorado
$360K +$383K +1,047 New
KOC
3387
Koss-Olinger Consulting
Florida
$360K -$21.2K -58 -5%
DBIA
3388
Dumont & Blake Investment Advisors
New Jersey
$360K -$18.3K -50 -5%
PPA
3389
Pacific Point Advisors
California
$359K +$23.4K +64 +7%
WW
3390
Westshore Wealth
California
$359K -$16.5K -45 -4%
BFS
3391
Beacon Financial Strategies
North Carolina
$358K – – –
MWM
3392
Mattern Wealth Management
Kansas
$358K – – –
AWA
3393
Argos Wealth Advisors
California
$358K +$381K +1,039 New
JF
3394
JMN Financial
Ohio
$357K +$379K +1,036 New
TFA
3395
TPG Financial Advisors
Oregon
$356K -$2.56K -7 -0.7%
DJYG
3396
David J. Yvars Group
Florida
$356K +$18.3K +50 +5%
PCMK
3397
Paragon Capital Management (Kansas)
Kansas
$356K +$33.7K +92 +10%
CWA
3398
Consilio Wealth Advisors
Washington
$356K -$57.5K -157 -13%
RFG
3399
REAP Financial Group
Texas
$356K +$41.4K +113 +12%
PAM
3400
Peak Asset Management
Colorado
$355K – – –
134 135
136
137 138