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Name Holding Trade Value Shares
Change 		Change in
Stake
IW
3776
Instrumental Wealth
Florida
$236K -$12.5K -34 -5%
HGWM
3777
Horst & Graben Wealth Management
Oregon
$236K -$9.52K -26 -4%
IWB
3778
Innovative Wealth Building
Maryland
$236K +$251K +685 New
BC
3779
Brio Consultants
California
$236K +$5.13K +14 +2%
SWM
3780
Selective Wealth Management
Virginia
$235K +$227K +621 New
CFP
3781
Curran Financial Partners
South Carolina
$235K +$1.83K +5 +0.7%
IPW
3782
Intergy Private Wealth
Colorado
$235K -$5.13K -14 -2%
AF
3783
Align Financial
Minnesota
$235K +$86M +234,676 New
AWM
3784
Able Wealth Management
New Jersey
$234K -$33.3K -91 -12%
I
3785
IMPACTfolio
Colorado
$234K – – –
OFG
3786
Opulen Financial Group
Virginia
$234K +$8.06K +22 +3%
ELM
3787
Elite Life Management
Florida
$233K -$15.4K -42 -6%
BBW
3788
Blue Barn Wealth
Utah
$233K -$172K -469 -41%
GMFG
3789
Greater Midwest Financial Group
Minnesota
$233K -$38.5K -105 -13%
TCM
3790
Teza Capital Management
Illinois
$233K +$248K +677 New
ASG
3791
Ariston Services Group
California
$233K – – –
WA
3792
Winter & Associates
Minnesota
$233K +$248K +676 New
SLWA
3793
San Luis Wealth Advisors
California
$232K -$116K -318 -32%
ES
3794
Eagle Strategies
New York
$232K +$19.4K +53 +9%
TLCM
3795
Twin Lakes Capital Management
California
$232K -$10.6K -29 -4%
SCFS
3796
Stewardship Concepts Financial Services
Washington
$232K +$247K +673 New
PFS
3797
Prospect Financial Services
New York
$231K +$16.8K +46 +7%
DSC
3798
Daytona Street Capital
Missouri
$231K +$246K +672 New
FFG
3799
Fortress Financial Group
Minnesota
$231K +$1.47K +4 +0.6%
FSWA
3800
Financial Synergies Wealth Advisors
Texas
$231K +$2.2K +6 +0.9%
150 151
152
153 154