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Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
3776
Walker Financial Services
Kentucky
$233K +$1.18K +3 +0.5%
PFA
3777
Petra Financial Advisors
Colorado
$232K -$2.75K -7 -1%
SA
3778
SRH Advisors
Kansas
$232K – – –
IA
3779
IMZ Advisory
Florida
$232K +$225K +572 New
IP
3780
Isthmus Partners
Wisconsin
$231K +$224K +570 New
CA
3781
Clune & Associates
Illinois
$231K – – –
STFP
3782
Signal Tree Financial Partners
Ohio
$230K – – –
CWA
3783
Carolina Wealth Advisors
South Carolina
$230K +$131K +334 +143%
HKIMG
3784
Hutchens & Kramer Investment Management Group
Indiana
$230K -$10.6K -27 -5%
BF
3785
Baring Financial
Washington
$229K +$393 +1 +0.2%
CWAF
3786
Core Wealth Advisors (Florida)
Florida
$229K +$222K +565 New
AF
3787
Affiance Financial
Minnesota
$229K -$19.7K -50 -8%
OGF
3788
Orin Green Financial
California
$228K +$2.36K +6 +1%
AW
3789
Avion Wealth
Texas
$228K -$1.18K -3 -0.5%
SWM
3790
Seaside Wealth Management
California
$228K – – –
QWM
3791
Quaker Wealth Management
New Jersey
$228K -$4.72K -12 -2%
EWP
3792
Equity Wealth Partners
Missouri
$227K +$221K +561 New
CCM
3793
Conway Capital Management
California
$227K – – –
LWA
3794
Lifelong Wealth Advisors
Minnesota
$227K +$221K +561 New
EI
3795
eCIO Inc
Wisconsin
$227K -$30.7K -78 -12%
FPW
3796
Flywheel Private Wealth
California
$226K -$118K -301 -35%
EC
3797
Eaton-Cambridge
Arizona
$226K +$393 +1 +0.2%
JEST
3798
JTC Employer Solutions Trustee
Jersey
$226K +$2.36K +6 +1%
SWM
3799
SK Wealth Management
Rhode Island
$226K -$7.47K -19 -3%
AIA
3800
Alternative Investment Advisors
Florida
$224K +$217K +553 New
150 151
152
153 154