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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
3001
Facet Wealth Inc
Maryland
$282K +$56.1K +103 +26%
MWM
3002
MGB Wealth Management
Texas
$281K – – –
NWM
3003
Nova Wealth Management
Florida
$281K -$21.8K -40 -7%
ACM
3004
Andina Capital Management
Utah
$281K -$3.27K -6 -1%
PWM
3005
Partners Wealth Management
California
$280K – – –
PWM
3006
Provident Wealth Management
Tennessee
$279K – – –
AR
3007
Apeiron RIA
Texas
$279K -$25.6K -47 -8%
WE
3008
Wealth Effects
Massachusetts
$278K -$5.44K -10 -2%
PS
3009
Portfolio Strategies
New York
$278K – – –
ACM
3010
Ascent Capital Management
Oregon
$278K -$7.62K -14 -3%
TWM
3011
Tanager Wealth Management
United Kingdom
$278K +$276K +507 New
WCG
3012
Weaver Consulting Group
California
$277K +$544 +1 +0.2%
ES
3013
Eagle Strategies
New York
$276K -$16.3K -30 -6%
RL
3014
Retireful LLC
Michigan
$276K +$278K +510 New
NCM
3015
Northside Capital Management
Oregon
$276K – – –
LWMNY
3016
Landmark Wealth Management (New York)
New York
$275K – – –
RYIA
3017
Roehl & Yi Investment Advisors
Oregon
$275K -$544 -1 -0.2%
AA
3018
Addison Advisors
Vermont
$275K +$4.36K +8 +2%
WCM
3019
Wedge Capital Management
North Carolina
$275K -$427K -784 -61%
SWM
3020
Shakespeare Wealth Management
Wisconsin
$275K +$1.09K +2 +0.4%
TWM
3021
Topsail Wealth Management
North Carolina
$275K +$62.6K +115 +30%
MCI
3022
MRP Capital Investments
Georgia
$274K – – –
CW
3023
Channel Wealth
California
$274K +$12.5K +23 +5%
PCM
3024
PAR Capital Management
Massachusetts
$274K +$54.4K +100 +25%
CI
3025
Corient IA
Florida
$274K +$272K +500 New
119 120
121
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