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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3526
Precision Wealth Strategies
Missouri
$298K -$40.7K -125 -13%
IA
3527
Invested Advisors
Pennsylvania
$298K -$16.3K -50 -6%
WSWA
3528
Warren Street Wealth Advisors
California
$298K -$99.9K -307 -27%
PD
3529
Planning Directions
Pennsylvania
$298K +$325 +1 +0.1%
KMC
3530
Kirr Marbach & Co
Indiana
$298K – – –
AZ
3531
Alpha Zero
Florida
$297K +$278K +854 New
GCWM
3532
Graham Capital Wealth Management
District of Columbia
$297K – – –
EWP
3533
Elevation Wealth Partners
California
$296K -$12K -37 -4%
CSA
3534
Cornerstone Select Advisors
Missouri
$296K +$15K +46 +6%
AI
3535
Auour Investments
Massachusetts
$296K – – –
GPW
3536
Gray Private Wealth
Massachusetts
$296K +$34.5K +106 +14%
LWPC
3537
Legacy Wealth Partners (Colorado)
Colorado
$295K -$19.2K -59 -7%
HWM
3538
HBE Wealth Management
Nebraska
$295K +$272K +837 New
CCP
3539
Cushing Capital Partners
Wisconsin
$295K -$1.63K -5 -0.6%
RIS
3540
Retirement Income Solutions
Michigan
$295K – – –
NWM
3541
Navigate Wealth Management
Alabama
$294K – – –
MPCL
3542
My Personal CFO LLC
Washington
$294K -$3.9K -12 -1%
NAMNJ
3543
NorthStar Asset Management (New Jersey)
New Jersey
$294K -$10.1K -31 -4%
HIC
3544
Harvey Investment Company
Kentucky
$294K – – –
AIA
3545
Armor Investment Advisors
North Carolina
$294K +$1.95K +6 +0.7%
ANBOT
3546
American National Bank of Texas
Texas
$293K -$18.2K -56 -6%
ACA
3547
Ascension Capital Advisors
Texas
$293K – – –
GL
3548
Gerber LLC
Ohio
$293K +$325 +1 +0.1%
MVA
3549
Mount Vernon Associates
Maryland
$293K – – –
TFS
3550
Targeted Financial Services
Florida
$293K – – –
140 141
142
143 144