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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3776
Clune & Associates
Illinois
$209K – – –
B
3777
Bellecapital
Switzerland
$209K -$265K -680 -54%
SC
3778
Swan Capital
Florida
$208K – – –
WFS
3779
Walker Financial Services
Kentucky
$208K +$1.56K +4 +0.7%
VCWM
3780
Vista Cima Wealth Management
Arizona
$207K +$3.51K +9 +2%
PWM
3781
Proathlete Wealth Management
Florida
$207K +$390 +1 +0.2%
OWM
3782
OneAscent Wealth Management
Alabama
$207K -$23.4K -60 -10%
BWM
3783
Bosman Wealth Management
California
$207K +$220K +564 New
TWG
3784
The Wealth Group
Minnesota
$206K – – –
SC
3785
Schoolcraft Capital
Colorado
$206K +$219K +562 New
CCM
3786
Conway Capital Management
California
$206K – – –
BWM
3787
Bulltick Wealth Management
Florida
$206K +$219K +561 New
HPC
3788
Hobart Private Capital
North Carolina
$203K +$13.6K +35 +7%
HC
3789
Headland Capital
South Carolina
$203K -$13.3K -34 -6%
MSWM
3790
Mowery & Schoenfeld Wealth Management
Illinois
$203K +$7.01K +18 +3%
MC
3791
McCarthy & Cox
Ohio
$202K -$30.4K -78 -12%
CG
3792
Cynosure Group
Utah
$202K -$5.07K -13 -2%
HB
3793
Horizon Bancorp
Indiana
$202K -$16K -41 -7%
JEST
3794
JTC Employer Solutions Trustee
Jersey
$202K – – –
FFWM
3795
Future Financial Wealth Management
Ohio
$202K – – –
WA
3796
WESPAC Advisors
California
$201K +$390 +1 +0.2%
BC
3797
Brio Consultants
California
$201K +$214K +548 New
RIS
3798
Richmond Investment Services
Wisconsin
$201K – – –
IW
3799
Instrumental Wealth
Florida
$200K -$14.4K -37 -6%
TF
3800
Threadgill Financial
Texas
$200K -$3.9K -10 -2%
150 151
152
153 154