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Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
3776
Manning & Napier Advisors
New York
$235K -$6.58M -16,733 -97%
PWMG
3777
Pioneer Wealth Management Group
Texas
$234K -$19.7K -50 -8%
VF
3778
Vawter Financial
Ohio
$234K +$227K +578 New
SWM
3779
Sculati Wealth Management
Michigan
$233K – – –
WFS
3780
Walker Financial Services
Kentucky
$233K +$1.18K +3 +0.5%
PFA
3781
Petra Financial Advisors
Colorado
$232K -$2.75K -7 -1%
SA
3782
SRH Advisors
Kansas
$232K – – –
IA
3783
IMZ Advisory
Florida
$232K +$225K +572 New
IP
3784
Isthmus Partners
Wisconsin
$231K +$224K +570 New
CA
3785
Clune & Associates
Illinois
$231K – – –
STFP
3786
Signal Tree Financial Partners
Ohio
$230K – – –
CWA
3787
Carolina Wealth Advisors
South Carolina
$230K +$131K +334 +143%
HKIMG
3788
Hutchens & Kramer Investment Management Group
Indiana
$230K -$10.6K -27 -5%
BF
3789
Baring Financial
Washington
$229K +$393 +1 +0.2%
CWAF
3790
Core Wealth Advisors (Florida)
Florida
$229K +$222K +565 New
AF
3791
Affiance Financial
Minnesota
$229K -$19.7K -50 -8%
OGF
3792
Orin Green Financial
California
$228K +$2.36K +6 +1%
AW
3793
Avion Wealth
Texas
$228K -$1.18K -3 -0.5%
SWM
3794
Seaside Wealth Management
California
$228K – – –
QWM
3795
Quaker Wealth Management
New Jersey
$228K -$4.72K -12 -2%
EWP
3796
Equity Wealth Partners
Missouri
$227K +$221K +561 New
CCM
3797
Conway Capital Management
California
$227K – – –
LWA
3798
Lifelong Wealth Advisors
Minnesota
$227K +$221K +561 New
EI
3799
eCIO Inc
Wisconsin
$227K -$30.7K -78 -12%
FPW
3800
Flywheel Private Wealth
California
$226K -$118K -301 -35%
150 151
152
153 154