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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2751
Wiser Wealth Management
Georgia
$313K +$312K +4,480 New
AIM
2752
Athena Investment Management
California
$313K – – –
KA
2753
Kozak & Associates
Colorado
$312K +$13.2K +189 +4%
CPCP
2754
Cedar Point Capital Partners
Iowa
$311K – – –
RFA
2755
Reyes Financial Architecture
California
$311K +$7.88K +113 +3%
SAM
2756
Simplify Asset Management
Nevada
$311K +$49.7K +713 +19%
HRC
2757
Hoertkorn Richard Charles
$311K -$5.93K -85 -2%
SHFP
2758
Second Half Financial Partners
Florida
$310K – – –
KIM
2759
Kestra Investment Management
Texas
$310K -$144K -2,064 -32%
IA
2760
Intellus Advisors
Florida
$310K – – –
FPGK
2761
Financial Partners Group (Kansas)
Kansas
$309K -$2.44K -35 -0.8%
FUBT
2762
First United Bank & Trust
Maryland
$309K -$15.6K -224 -5%
5SA
2763
5th Street Advisors
Connecticut
$308K +$307K +4,400 New
JWS
2764
Juncture Wealth Strategies
Arizona
$307K +$70 +1 +0%
MQWP
2765
Morey & Quinn Wealth Partners
Nebraska
$307K – – –
CM
2766
Capula Management
Cayman Islands
$306K -$515K -7,383 -63%
MCP
2767
Mirador Capital Partners
California
$306K -$12.8K -184 -4%
FFA
2768
Fi3 Financial Advisors
Indiana
$306K +$67.5K +968 +28%
PCM
2769
Princeton Capital Management
New Jersey
$305K +$976 +14 +0.3%
WCG
2770
Weaver Consulting Group
California
$305K +$279 +4 +0.1%
GA
2771
GSG Advisors
New Jersey
$305K -$2.3K -33 -0.8%
VCM
2772
Vivaldi Capital Management
Illinois
$304K -$6.62K -95 -2%
SWA
2773
Sax Wealth Advisors
New Jersey
$304K +$31.9K +457 +12%
EWA
2774
Exit Wealth Advisors
Georgia
$304K -$122K -1,748 -29%
PFA
2775
Pathway Financial Advisors
Vermont
$303K -$2.09K -30 -0.7%
109 110
111
112 113