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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
3251
Tulsa Wealth Advisors
Oklahoma
$210K -$204K -2,699 -49%
MG
3252
McHugh Group
Ohio
$209K +$208K +2,752 New
4WM
3253
49 Wealth Management
Texas
$209K +$208K +2,748 New
WH
3254
Whitcomb & Hess
Ohio
$208K +$207K +2,741 New
MEG
3255
Millstone Evans Group
Colorado
$208K +$15.4K +204 +8%
SRWM
3256
Shira Ridge Wealth Management
California
$208K +$207K +2,739 New
TFCP
3257
Twin Focus Capital Partners
Massachusetts
$208K +$207K +2,738 New
BWM
3258
Baron Wealth Management
Michigan
$208K +$207K +2,737 New
BWM
3259
Boyd Wealth Management
California
$208K +$206K +2,730 New
OCM
3260
Objective Capital Management
Ohio
$207K +$206K +2,724 New
IAG
3261
Ipsen Advisor Group
Arkansas
$207K -$28K -371 -12%
TC
3262
Trust Company
Kansas
$207K -$25.6K -339 -11%
BWP
3263
Bernardo Wealth Planning
Pennsylvania
$207K +$206K +2,722 New
FWP
3264
Forefront Wealth Partners
Texas
$207K +$206K +2,720 New
CWA
3265
CogentBlue Wealth Advisors
Tennessee
$206K +$205K +2,713 New
EA
3266
Echo45 Advisors
California
$206K +$205K +2,708 New
PWA
3267
Peterson Wealth Advisors
Utah
$205K +$204K +2,698 New
PW
3268
PUREfi Wealth
Massachusetts
$205K +$204K +2,694 New
FWP
3269
Fiduciary Wealth Partners
Massachusetts
$204K -$80.8K -1,069 -28%
LFA
3270
Lauterbach Financial Advisors
Texas
$204K +$203K +2,682 New
IPW
3271
Intergy Private Wealth
Colorado
$204K +$203K +2,681 New
SIM
3272
Sterling Investment Management
Arizona
$204K +$203K +2,680 New
PK
3273
Pflug Koory
Nebraska
$204K – – –
GJWM
3274
Gilliland Jeter Wealth Management
Arkansas
$204K +$202K +2,676 New
GFG
3275
Grantvest Financial Group
New Jersey
$204K +$202K +2,677 New
129 130
131
132 133