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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2876
CM Wealth Advisors
Ohio
$252K – – –
FWP
2877
Fiduciary Wealth Partners
Massachusetts
$251K +$101K +1,422 +67%
VPWA
2878
Vestia Personal Wealth Advisors
Indiana
$251K -$25.1K -353 -9%
BL
2879
BFSG LLC
California
$251K -$13.9K -195 -5%
TWP
2880
Tower Wealth Partners
Pennsylvania
$251K +$252K +3,543 New
FFA
2881
Fi3 Financial Advisors
Indiana
$251K -$79.2K -1,112 -24%
CIA
2882
Cascade Investment Advisors
Oregon
$251K -$12.7K -178 -5%
SWM
2883
Scissortail Wealth Management
Oklahoma
$251K +$570 +8 +0.2%
BWM
2884
Buckley Wealth Management
Nevada
$250K – – –
SFC
2885
Swisher Financial Concepts
Ohio
$250K +$926 +13 +0.4%
TFA
2886
Tobias Financial Advisors
Florida
$250K -$2.07K -29 -0.8%
LAM
2887
Lifestyle Asset Management
Texas
$250K +$23.5K +330 +10%
SPWG
2888
Syntegra Private Wealth Group
Missouri
$250K -$5.41K -76 -2%
NWWA
2889
New Wave Wealth Advisors
Arkansas
$249K +$1.57K +22 +0.6%
TFG
2890
Taylor Financial Group
Virginia
$249K – – –
YWS
2891
Yarger Wealth Strategies
Ohio
$248K +$22.2K +311 +10%
HCA
2892
Heck Capital Advisors
Wisconsin
$248K +$16.7K +235 +7%
BWS
2893
Broadway Wealth Solutions
Texas
$248K +$8.55K +120 +4%
VNA
2894
Valley National Advisers
Pennsylvania
$247K -$641 -9 -0.3%
TIM
2895
Tortoise Investment Management
New York
$247K +$139K +1,956 +128%
MWP
2896
Meriwether Wealth & Planning
Louisiana
$246K -$49.6K -697 -17%
CCC
2897
Chelsea Counsel Company
California
$246K – – –
MWP
2898
Meridian Wealth Partners
Pennsylvania
$246K +$9.19K +129 +4%
NPFS
2899
Novak & Powell Financial Services
Florida
$246K +$1.78K +25 +0.7%
TWM
2900
Tripletail Wealth Management
Florida
$246K +$249K +3,491 New
114 115
116
117 118