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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3426
Emergent Wealth Advisors
New York
$318K +$296K +818 New
CWA
3427
Consilium Wealth Advisory
Texas
$316K -$221K -611 -41%
TWA
3428
Tandem Wealth Advisors
Arizona
$316K +$30K +83 +11%
PAG
3429
Paladin Advisory Group
Iowa
$315K – – –
SWM
3430
SilverOak Wealth Management
Minnesota
$315K +$78.2K +216 +34%
FDP
3431
Financiere des Professionnels
Quebec, Canada
$315K +$311K +860 New
EWA
3432
Elevate Wealth Advisory
Georgia
$315K -$55K -152 -15%
FPW
3433
Flywheel Private Wealth
California
$315K – – –
MSWMA
3434
Market Street Wealth Management Advisors
Indiana
$314K +$60.8K +168 +24%
CWM
3435
C2C Wealth Management
Arizona
$313K +$74.2K +205 +32%
EMCIP
3436
Ewing Morris & Co Investment Partners
Ontario, Canada
$313K -$471K -1,301 -60%
WCP
3437
Welch Capital Partners
New York
$313K – – –
XPN
3438
XY Planning Network
Montana
$313K +$309K +853 New
SFP
3439
Sterling Financial Planning
New Jersey
$313K -$9.05K -25 -3%
WLIM
3440
White Lighthouse Investment Management
Massachusetts
$312K +$11.9K +33 +4%
EL
3441
Essex LLC
Illinois
$312K -$20.6K -57 -6%
BWS
3442
Broadway Wealth Solutions
Texas
$312K -$5.79K -16 -2%
JFG
3443
JMG Financial Group
Illinois
$312K – – –
EWP
3444
Elevation Wealth Partners
California
$311K – – –
SFG
3445
Sterling Financial Group
California
$311K – – –
FC
3446
Fulcrum Capital
Washington
$311K -$11.2K -31 -4%
CWM
3447
Compass Wealth Management
Connecticut
$311K -$9.41K -26 -3%
KMC
3448
Kirr Marbach & Co
Indiana
$309K – – –
VCP
3449
Vista Capital Partners
Oregon
$308K +$40.9K +113 +16%
GIM
3450
Groesbeck Investment Management
New Jersey
$308K -$91.9K -254 -23%
136 137
138
139 140