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Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
3776
Kelly Financial Group
Connecticut
$239K – – –
PCFFS
3777
Pacific Center for Financial Services
California
$238K – – –
KCIC
3778
Kuhn & Co Investment Counsel
Illinois
$238K +$3.66K +10 +1%
HNWA
3779
Henrickson Nauta Wealth Advisors
Michigan
$237K +$65.2K +178 +35%
DWA
3780
Delap Wealth Advisory
Oregon
$237K +$54.6K +149 +28%
W
3781
WealthCollab
Washington
$237K -$15.4K -42 -6%
VFPW
3782
Vantage Financial Partners (Wisconsin)
Wisconsin
$236K -$2.2K -6 -0.9%
IW
3783
Instrumental Wealth
Florida
$236K -$12.5K -34 -5%
HGWM
3784
Horst & Graben Wealth Management
Oregon
$236K -$9.52K -26 -4%
IWB
3785
Innovative Wealth Building
Maryland
$236K +$251K +685 New
BC
3786
Brio Consultants
California
$236K +$5.13K +14 +2%
SWM
3787
Selective Wealth Management
Virginia
$235K +$227K +621 New
CFP
3788
Curran Financial Partners
South Carolina
$235K +$1.83K +5 +0.7%
IPW
3789
Intergy Private Wealth
Colorado
$235K -$5.13K -14 -2%
AF
3790
Align Financial
Minnesota
$235K +$250K +682 New
AWM
3791
Able Wealth Management
New Jersey
$234K -$33.3K -91 -12%
I
3792
IMPACTfolio
Colorado
$234K – – –
OFG
3793
Opulen Financial Group
Virginia
$234K +$8.06K +22 +3%
ELM
3794
Elite Life Management
Florida
$233K -$15.4K -42 -6%
BBW
3795
Blue Barn Wealth
Utah
$233K -$172K -469 -41%
GMFG
3796
Greater Midwest Financial Group
Minnesota
$233K -$38.5K -105 -13%
TCM
3797
Teza Capital Management
Illinois
$233K +$248K +677 New
ASG
3798
Ariston Services Group
California
$233K – – –
WA
3799
Winter & Associates
Minnesota
$233K +$248K +676 New
SLWA
3800
San Luis Wealth Advisors
California
$232K -$116K -318 -32%
150 151
152
153 154