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Name Holding Trade Value Shares
Change 		Change in
Stake
WHCFA
1376
William Howard & Co Financial Advisors
Tennessee
$202K +$24.9K +438 +12%
KFA
1377
Kelleher Financial Advisors
New York
$202K +$66.6K +1,173 +40%
LAM
1378
Lewis Asset Management
California
$202K +$231K +4,068 New
SSCA
1379
South Shore Capital Advisors
Massachusetts
$202K +$231K +4,066 New
CWA
1380
Canvas Wealth Advisors
Kansas
$202K +$231K +4,065 New
OA
1381
Oasis Advisors
Iowa
$202K +$231K +4,063 New
AWM
1382
Austin Wealth Management
Texas
$202K -$722K -12,711 -76%
TWPM
1383
Total Wealth Planning & Management
Florida
$201K +$230K +4,048 New
MWM
1384
MinichMacGregor Wealth Management
New York
$201K +$17.6K +310 +8%
MFS
1385
Miller Financial Services
Michigan
$200K +$229K +4,035 New
FG
1386
Franchise GP
$199K +$227K +3,993 New
SWIM
1387
Smallwood Wealth Investment Management
New Jersey
$199K +$191K +3,362 +526%
IWM
1388
IMG Wealth Management
Florida
$191K – – –
SA
1389
Strategic Advocates
Utah
$190K -$41.3K -727 -16%
BHWM
1390
Beaird Harris Wealth Management
Texas
$182K +$59.6K +1,050 +40%
TW
1391
Titan Wealth
$182K +$208K +3,664 New
LFG
1392
Leverty Financial Group
Wisconsin
$182K +$13.9K +244 +7%
BWL
1393
Bogart Wealth LLC
Virginia
$180K +$96.3K +1,695 +88%
GEA
1394
Glen Eagle Advisors
New Jersey
$179K +$24K +423 +13%
WAS
1395
Winch Advisory Services
Wisconsin
$176K – – –
CT
1396
Colonial Trust
South Carolina
$174K – – –
MFC
1397
Mechanics Financial Corp
Ohio
$174K – – –
SG
1398
Sankala Group
Colorado
$169K +$258K +4,542 New
VNA
1399
Valley National Advisers
Pennsylvania
$164K -$46.7K -822 -20%
AW
1400
Avion Wealth
Texas
$163K +$187K +3,284 +328,400%
54 55
56
57 58