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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
3751
Code Waechter
Florida
$243K – – –
EFP
3752
Elser Financial Planning
Indiana
$242K -$6.23K -17 -2%
CWM
3753
C2C Wealth Management
Arizona
$242K -$55.3K -151 -18%
AWA
3754
A4 Wealth Advisors
North Carolina
$242K -$44.3K -121 -15%
NHFG
3755
New Harbor Financial Group
Massachusetts
$242K -$109K -297 -30%
IAG
3756
Investment Advisory Group
Massachusetts
$242K -$94.9K -259 -27%
GA
3757
Gordian Advisors
Arizona
$242K – – –
MWM
3758
MBE Wealth Management
Wisconsin
$242K -$2.56K -7 -1%
BS
3759
Brighton Securities
New York
$241K -$18.7K -51 -7%
1CP
3760
17 Capital Partners
Arizona
$241K -$37.7K -103 -13%
CD
3761
Capital Developers
North Carolina
$241K +$257K +701 New
CF
3762
Clarity Financial
Texas
$240K -$66.3K -181 -21%
CLIP
3763
Colter Lewis Investment Partners
Connecticut
$239K +$255K +696 New
BHPW
3764
Box Hill Private Wealth
Arizona
$239K +$255K +696 New
TPWM
3765
Twelve Points Wealth Management
Massachusetts
$239K – – –
WG
3766
Watchman Group
Texas
$239K -$44K -120 -15%
HP
3767
Hilltop Partners
Indiana
$239K +$12.5K +34 +5%
KFG
3768
Kelly Financial Group
Connecticut
$239K – – –
PCFFS
3769
Pacific Center for Financial Services
California
$238K – – –
KCIC
3770
Kuhn & Co Investment Counsel
Illinois
$238K +$3.66K +10 +1%
HNWA
3771
Henrickson Nauta Wealth Advisors
Michigan
$237K +$65.2K +178 +35%
DWA
3772
Delap Wealth Advisory
Oregon
$237K +$54.6K +149 +28%
W
3773
WealthCollab
Washington
$237K -$15.4K -42 -6%
VFPW
3774
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K -$2.2K -6 -0.9%
IW
3775
Instrumental Wealth
Florida
$236K -$12.5K -34 -5%
149 150
151
152 153