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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3426
Tandem Wealth Advisors
Arizona
$316K +$30K +83 +11%
PAG
3427
Paladin Advisory Group
Iowa
$315K – – –
SWM
3428
SilverOak Wealth Management
Minnesota
$315K +$78.2K +216 +34%
FDP
3429
Financiere des Professionnels
Quebec, Canada
$315K +$311K +860 New
EWA
3430
Elevate Wealth Advisory
Georgia
$315K -$55K -152 -15%
FPW
3431
Flywheel Private Wealth
California
$315K – – –
MSWMA
3432
Market Street Wealth Management Advisors
Indiana
$314K +$60.8K +168 +24%
CWM
3433
C2C Wealth Management
Arizona
$313K +$74.2K +205 +32%
EMCIP
3434
Ewing Morris & Co Investment Partners
Ontario, Canada
$313K -$471K -1,301 -60%
WCP
3435
Welch Capital Partners
New York
$313K – – –
XPN
3436
XY Planning Network
Montana
$313K +$309K +853 New
SFP
3437
Sterling Financial Planning
New Jersey
$313K -$9.05K -25 -3%
WLIM
3438
White Lighthouse Investment Management
Massachusetts
$312K +$11.9K +33 +4%
EL
3439
Essex LLC
Illinois
$312K -$20.6K -57 -6%
BWS
3440
Broadway Wealth Solutions
Texas
$312K -$5.79K -16 -2%
JFG
3441
JMG Financial Group
Illinois
$312K – – –
EWP
3442
Elevation Wealth Partners
California
$311K – – –
SFG
3443
Sterling Financial Group
California
$311K – – –
FC
3444
Fulcrum Capital
Washington
$311K -$11.2K -31 -4%
CWM
3445
Compass Wealth Management
Connecticut
$311K -$9.41K -26 -3%
KMC
3446
Kirr Marbach & Co
Indiana
$309K – – –
VCP
3447
Vista Capital Partners
Oregon
$308K +$40.9K +113 +16%
GIM
3448
Groesbeck Investment Management
New Jersey
$308K -$91.9K -254 -23%
AI
3449
Auour Investments
Massachusetts
$308K – – –
PWM
3450
Partners Wealth Management
California
$307K – – –
136 137
138
139 140