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Name Holding Trade Value Shares
Change 		Change in
Stake
BLWM
3726
Bucket List Wealth Management
Florida
$251K +$266K +727 New
FFC
3727
Frederick Financial Consultants
Maryland
$250K +$12.1K +33 +5%
AP
3728
Advisortrust Partners
North Carolina
$250K +$266K +726 New
MWM
3729
Maripau Wealth Management
Indiana
$250K +$26.4K +72 +11%
EP
3730
E6 Portfolios
Utah
$249K +$265K +724 New
VCP
3731
Vista Capital Partners
Oregon
$249K -$47.2K -129 -15%
LIWM
3732
Long Island Wealth Management
New York
$249K – – –
DC
3733
Dorval Corp
Minnesota
$249K +$366 +1 +0.1%
CRA
3734
Clear Retirement Advice
California
$249K +$235K +642 New
SFSG
3735
Sound Financial Strategies Group
Mississippi
$248K +$264K +722 New
AIC
3736
Argus Investors Counsel
New York
$248K -$533K -1,455 -67%
B
3737
Birchbrook
Maine
$248K +$23.8K +65 +10%
CWA
3738
CM Wealth Advisors
Ohio
$248K +$264K +720 New
HSG
3739
Helen Stephens Group
Texas
$247K +$733 +2 +0.3%
CAWM
3740
Capital Advisors Wealth Management
Washington
$247K -$66.3K -181 -20%
LFP
3741
Leeward Financial Partners
Washington
$247K -$150K -409 -36%
SWMP
3742
Signature Wealth Management Partners
New Jersey
$247K -$91.2K -249 -26%
RW
3743
RVW Wealth
California
$247K -$6.23K -17 -2%
BWM
3744
BKM Wealth Management
Wisconsin
$246K -$7.33K -20 -3%
AWM
3745
Abound Wealth Management
Tennessee
$246K +$14.3K +39 +6%
PPP
3746
Prism Planning Partners
Illinois
$246K +$262K +715 New
WTFG
3747
Wood Tarver Financial Group
Idaho
$246K -$11.7K -32 -4%
WFA
3748
WMG Financial Advisors
Tennessee
$246K -$380K -1,038 -59%
IP
3749
Isthmus Partners
Wisconsin
$246K +$52.7K +144 +25%
MAG
3750
M3 Advisory Group
Massachusetts
$246K -$6.96K -19 -3%
148 149
150
151 152