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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3076
Etesian Wealth Advisors
Oregon
$269K – – –
FPW
3077
Flywheel Private Wealth
California
$269K – – –
VR
3078
Valued Retirements
Texas
$268K -$206K -414 -44%
RPSA
3079
Richard P. Slaughter Associates
Texas
$267K -$405K -813 -61%
CWM
3080
Cahaba Wealth Management
Georgia
$266K -$17.9K -36 -6%
DWM
3081
Denver Wealth Management
Colorado
$266K -$21.4K -43 -8%
DPW
3082
DiNuzzo Private Wealth
Pennsylvania
$266K -$499 -1 -0.2%
IAP
3083
Indie Asset Partners
Indiana
$266K – – –
PAS
3084
Parsonex Advisory Services
Colorado
$266K +$11.5K +23 +5%
PWM
3085
Palumbo Wealth Management
New York
$266K +$258K +517 New
CWA
3086
CogentBlue Wealth Advisors
Tennessee
$266K -$12K -24 -4%
HA
3087
Hofer & Associates
California
$265K +$16K +32 +7%
TAM
3088
Titleist Asset Management
Texas
$265K -$90.7K -182 -26%
HPIA
3089
Hamilton Point Investment Advisors
North Carolina
$265K -$4.49K -9 -2%
LWMNY
3090
Landmark Wealth Management (New York)
New York
$265K – – –
TWML
3091
Todd Wealth Management, LLC
Florida
$264K -$18.9K -38 -7%
AWM
3092
Athena Wealth Management
Nevada
$264K +$9.47K +19 +4%
GCM
3093
Gunpowder Capital Management
Maryland
$263K – – –
EAM
3094
Empirical Asset Management
Massachusetts
$263K -$143K -286 -36%
LWM
3095
Lodestone Wealth Management
Washington
$263K -$4.99K -10 -2%
HFS
3096
Hopwood Financial Services
Virginia
$263K +$47.4K +95 +23%
MWP
3097
Meriwether Wealth & Planning
Louisiana
$262K -$27.4K -55 -10%
CW
3098
Channel Wealth
California
$262K – – –
FPGK
3099
Financial Partners Group (Kansas)
Kansas
$262K – – –
CFA
3100
Collaborative Fund Advisors
Nevada
$262K +$254K +510 New
122 123
124
125 126