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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3426
IVC Wealth Advisors
Pennsylvania
$358K -$31.8K -81 -8%
AFGAS
3427
Allegiance Financial Group Advisory Services
Virginia
$357K +$346K +880 New
CF
3428
Clarity Financial
Texas
$356K +$105K +267 +44%
PPW
3429
Presilium Private Wealth
Pennsylvania
$355K +$19.7K +50 +6%
SWM
3430
Sagace Wealth Management
Florida
$355K +$344K +876 New
OPTFSNA
3431
Old Point Trust & Financial Services N A
Virginia
$353K – – –
SAM
3432
Simplify Asset Management
Nevada
$352K +$342K +869 New
SC
3433
Stephenson & Company
California
$351K -$3.15K -8 -0.9%
EF
3434
Exeter Financial
Arizona
$350K +$68K +173 +25%
CDWM
3435
Campbell Deegan Wealth Management
Virginia
$350K +$98.3K +250 +41%
GCWM
3436
Graham Capital Wealth Management
District of Columbia
$349K -$27.5K -70 -8%
OWA
3437
One Wealth Advisors
California
$347K +$26.7K +68 +9%
CWM
3438
C2C Wealth Management
Arizona
$346K – – –
SFP
3439
Sterling Financial Planning
New Jersey
$346K +$786 +2 +0.2%
SWGC
3440
Summit Wealth Group (Colorado)
Colorado
$346K +$907K +2,306 +86%
RWA
3441
Rooted Wealth Advisors
Illinois
$346K +$53.5K +136 +18%
WCP
3442
Welch Capital Partners
New York
$346K – – –
PIWA
3443
Prevail Innovative Wealth Advisors
Kansas
$346K +$35.4K +90 +12%
VCP
3444
Vista Capital Partners
Oregon
$346K +$4.72K +12 +1%
JFG
3445
JMG Financial Group
Illinois
$344K – – –
CWM
3446
Compass Wealth Management
Connecticut
$344K – – –
HNW
3447
High Note Wealth
Minnesota
$344K -$14.9K -38 -4%
OPWM
3448
Oregon Pacific Wealth Management
Oregon
$342K +$332K +845 New
KMC
3449
Kirr Marbach & Co
Indiana
$342K – – –
SDJVC
3450
St. Denis J. Villere & Co
Louisiana
$342K -$138K -350 -29%
136 137
138
139 140