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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3251
Mosley Wealth Management
California
$1.25M +$277K +453 +26%
FA
3252
Fiducient Advisors
Illinois
$1.25M -$276K -451 -17%
CCM
3253
Chaney Capital Management
Washington
$1.25M -$17.1K -28 -1%
EPG
3254
Estate Planners Group
Pennsylvania
$1.25M -$3.71M -6,065 -73%
MSA
3255
Marino Stram & Associates
Massachusetts
$1.25M +$7.34K +12 +0.5%
BI
3256
Bradyco Inc
Massachusetts
$1.24M -$324K -530 -19%
FWP
3257
Flatrock Wealth Partners
California
$1.24M -$5.5K -9 -0.4%
GC
3258
Guilbault Capital
Louisiana
$1.24M -$98.4K -161 -7%
NCTC
3259
New Covenant Trust Company
Indiana
$1.24M +$105K +172 +8%
CA
3260
Calton & Associates
Florida
$1.24M -$368K -602 -21%
DWM
3261
DecisionMap Wealth Management
Virginia
$1.24M +$36.7K +60 +3%
CWM
3262
Centurion Wealth Management
Virginia
$1.23M -$119K -194 -8%
ADMI
3263
Albert D. Mason Inc
Massachusetts
$1.23M +$63K +103 +5%
CCA
3264
Cora Capital Advisors
New Jersey
$1.23M +$15.3K +25 +1%
USWIA
3265
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.23M +$265K +434 +26%
FRM
3266
Fox Run Management
Connecticut
$1.23M +$86.2K +141 +7%
JBA
3267
Johnson Bixby & Associates
Washington
$1.22M -$3.06K -5 -0.2%
NWM
3268
Navigoe Wealth Management
California
$1.22M – – –
JWM
3269
JGP Wealth Management
Oregon
$1.22M -$67.9K -111 -5%
AGC
3270
August Group Capital
$1.22M -$95.4K -156 -7%
EWA
3271
Etesian Wealth Advisors
Oregon
$1.22M -$17.7K -29 -1%
TCM
3272
Thoma Capital Management
Maryland
$1.22M +$211K +345 +19%
NWP
3273
NerdWallet Wealth Partners
New York
$1.21M +$216K +353 +20%
TCM
3274
Tufton Capital Management
Maryland
$1.21M -$45.9K -75 -3%
SIM
3275
SSI Investment Management
California
$1.21M – – –
129 130
131
132 133