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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
2476
Summit Financial Wealth Advisors
Louisiana
$250K +$31.8K +531 +14%
TCWM
2477
Total Clarity Wealth Management
Illinois
$250K -$21.1K -351 -7%
LA
2478
LVW Advisors
New York
$249K +$267K +4,450 New
PCMC
2479
Private Capital Management (Colorado)
Colorado
$249K +$6.24K +104 +2%
BWM
2480
Buckley Wealth Management
Nevada
$249K – – –
APW
2481
Austin Private Wealth
Texas
$248K +$17K +283 +7%
WIM
2482
Westside Investment Management
California
$248K +$60 +1 +0%
BPFA
2483
Barnes Pettey Financial Advisors
Mississippi
$248K +$4.86K +81 +2%
APC
2484
Asset Planning Corporation
Tennessee
$247K – – –
EGWAG
2485
Elwood & Goetz Wealth Advisory Group
Georgia
$247K -$180 -3 -0.1%
CGFA
2486
Colton Groome Financial Advisors
North Carolina
$247K -$12.5K -208 -5%
IW
2487
Instrumental Wealth
Florida
$246K +$14.9K +248 +6%
CWC
2488
Carolinas Wealth Consulting
North Carolina
$246K -$266K -4,438 -11%
IIC
2489
Integrated Investment Consultants
Michigan
$246K -$38.9K -649 -13%
TA
2490
Trellis Advisors
Washington
$245K +$2.04K +34 +0.8%
SFA
2491
Source Financial Advisors
New York
$244K -$72.1K -1,202 -22%
VNA
2492
Valley National Advisers
Pennsylvania
$244K +$41.7K +695 +19%
OFS
2493
OneAscent Financial Services
Alabama
$244K +$259K +4,315 New
RA
2494
Rise Advisors
New York
$244K +$65.4K +1,090 +33%
CCC
2495
Chelsea Counsel Company
California
$243K – – –
B
2496
Bensler
Washington
$243K -$5.58K -93 -2%
MWM
2497
Merriman Wealth Management
Washington
$243K -$18.7K -312 -7%
FC
2498
FCA Corp
Texas
$242K -$83.3K -1,389 -24%
CSWM
2499
Cassady Schiller Wealth Management
Ohio
$242K +$7.74K +129 +3%
IFAM
2500
Institutional & Family Asset Management
Colorado
$241K +$45.6K +761 +21%
98 99
100
101 102