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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIG
3751
Strategic Wealth Investment Group
Kentucky
$229K -$3.9K -12 -2%
FFWA
3752
Forthright Family Wealth Advisory
Texas
$229K -$3.9K -12 -2%
OWM
3753
Orgel Wealth Management
Wisconsin
$229K +$11.4K +35 +6%
LWM
3754
Luminvest Wealth Management
Arizona
$228K +$13.3K +41 +7%
FFG
3755
Fortress Financial Group
Minnesota
$228K -$9.76K -30 -4%
BWCS
3756
Beirne Wealth Consulting Services
Connecticut
$228K – – –
MAM
3757
MMA Asset Management
Pennsylvania
$227K -$23.7K -73 -10%
RAM
3758
Redmond Asset Management
Virginia
$227K -$4.55K -14 -2%
SCP
3759
Silverleafe Capital Partners
Tennessee
$227K +$2.6K +8 +1%
VC
3760
Veery Capital
Delaware
$227K – – –
OP
3761
Oath Planning
Oklahoma
$226K +$6.83K +21 +3%
CRA
3762
Clear Retirement Advice
California
$226K – – –
HC
3763
Hoese & Co
Minnesota
$226K +$102K +315 +96%
RAM
3764
Riggs Asset Management
Pennsylvania
$226K – – –
CMA
3765
Cedar Mountain Advisors
Oregon
$226K – – –
LIP
3766
Lighthouse Investment Partners
Florida
$226K +$208K +640 New
IWS
3767
Intentional Wealth Strategies
Colorado
$225K -$22.4K -69 -10%
DC
3768
Darrow Company
Massachusetts
$225K +$325 +1 +0.2%
CWM
3769
Carolina Wealth Management
North Carolina
$225K +$208K +639 New
ELM
3770
Elite Life Management
Florida
$225K +$207K +637 New
AFAS
3771
Acorn Financial Advisory Services
Virginia
$225K – – –
SIA
3772
Stegner Investment Associates
Kentucky
$224K – – –
NPFS
3773
Novak & Powell Financial Services
Florida
$224K +$325 +1 +0.2%
GIM
3774
Groesbeck Investment Management
New Jersey
$224K -$7.81K -24 -4%
VBA
3775
von Borstel & Associates
Oregon
$224K -$1.95K -6 -0.9%
149 150
151
152 153