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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3126
49 Wealth Management
Texas
$245K -$30.5K -56 -11%
BIA
3127
Bell Investment Advisors
California
$244K +$8.17K +15 +3%
GSWA
3128
Good Steward Wealth Advisors
Tennessee
$244K +$243K +446 New
GGA
3129
Granite Group Advisors
Connecticut
$243K – – –
IWP
3130
Innova Wealth Partners
Pennsylvania
$242K +$33.8K +62 +16%
VCWM
3131
Vista Cima Wealth Management
Arizona
$242K -$3.81K -7 -2%
TI
3132
Truepoint Inc
Ohio
$242K – – –
PA
3133
Probity Advisors
Texas
$241K – – –
ZI
3134
ZEGA Investments
Florida
$241K – – –
OCG
3135
Opus Capital Group
Ohio
$241K – – –
BIM
3136
Bullseye Investment Management
Ohio
$241K +$240K +440 New
WPA
3137
West Paces Advisors
Georgia
$240K +$2.72K +5 +1%
LA
3138
Lifeworks Advisors
Michigan
$240K +$238K +437 New
FTA
3139
Financial & Tax Architects
Missouri
$239K -$62.6K -115 -21%
SWMG
3140
Stillwater Wealth Management Group
Florida
$239K – – –
FC
3141
FCA Corp
Texas
$238K +$544 +1 +0.2%
FF
3142
Fluent Financial
Texas
$238K -$8.71K -16 -4%
HA
3143
Helium Advisors
Washington
$236K -$12.5K -23 -5%
I
3144
IMPACTfolio
Colorado
$235K – – –
ICM
3145
Intrepid Capital Management
Florida
$235K +$10.3K +19 +5%
MMHP
3146
Murphy Middleton Hinkle & Parker
Georgia
$235K – – –
RFW
3147
Rainier Family Wealth
Washington
$234K – – –
CT
3148
ClearAlpha Technologies
Connecticut
$234K -$755K -1,386 -76%
GWM
3149
Greenwich Wealth Management
Connecticut
$234K -$17.4K -32 -7%
RWA
3150
Rooted Wealth Advisors
Illinois
$234K -$1.09K -2 -0.4%
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