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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
3301
McGlone Suttner Wealth Management
Wisconsin
$249K -$19.6K -35 -7%
SWMG
3302
Stillwater Wealth Management Group
Florida
$249K – – –
BSC
3303
Brown Shipley & Co
United Kingdom
$248K -$14K -25 -5%
LWM
3304
LJI Wealth Management
Indiana
$248K +$11.7K +21 +5%
GAFA
3305
Garton & Associates Financial Advisors
Kentucky
$248K +$243K +435 New
TCM
3306
Tufton Capital Management
Maryland
$248K -$44.7K -80 -16%
SL
3307
StoryOne LLC
Kansas
$248K – – –
FSA
3308
Financial Security Advisor
Virginia
$246K – – –
SWGC
3309
Summit Wealth Group (Colorado)
Colorado
$246K -$4.2M -7,522 -95%
I
3310
IMPACTfolio
Colorado
$245K – – –
KL
3311
KWMG LLC
Kansas
$245K +$14.5K +26 +6%
KWA
3312
Kondo Wealth Advisors
California
$245K -$2.24K -4 -0.9%
WIM
3313
Westside Investment Management
California
$245K +$15.1K +27 +7%
CIA
3314
Cladis Investment Advisory
Montana
$245K +$11.2K +20 +5%
FFA
3315
Founders Financial Alliance
North Carolina
$244K -$157K -281 -40%
ICM
3316
Intrepid Capital Management
Florida
$244K – – –
CCG
3317
Coastwise Capital Group
California
$244K +$559 +1 +0.2%
BFA
3318
Bill Few Associates
Pennsylvania
$243K -$30.7K -55 -11%
HCM
3319
Highview Capital Management
Illinois
$243K -$16.8K -30 -7%
SIAP
3320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K -$4.47K -8 -2%
WAS
3321
Wealth Advisory Solutions
Indiana
$243K -$13.4K -24 -5%
FF
3322
Fluent Financial
Texas
$243K – – –
AP
3323
Advisortrust Partners
North Carolina
$242K +$238K +425 New
PPC
3324
Pennington Partners & Co
Maryland
$241K +$559 +1 +0.2%
BWA
3325
Brave Warrior Advisors
New York
$241K – – –
131 132
133
134 135