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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
3276
Morris Financial Concepts
South Carolina
$333K -$21.8K -67 -7%
T
3277
TCWP
Ohio
$333K +$19.2K +59 +7%
HI
3278
Humankind Investments
New York
$332K -$61.9K -190 -17%
ACS
3279
Archford Capital Strategies
Illinois
$332K +$42.3K +130 +16%
4WM
3280
49 Wealth Management
Texas
$332K +$305K +938 New
CBTWT
3281
Community Bank & Trust (Waco, Texas)
Texas
$332K +$305K +937 New
CTFG
3282
Capstone Triton Financial Group
Oklahoma
$332K – – –
BFG
3283
Bouchey Financial Group
New York
$331K -$119K -366 -28%
SHWM
3284
Smith & Howard Wealth Management
Georgia
$331K – – –
CFP
3285
Curran Financial Partners
South Carolina
$331K -$22.8K -70 -8%
PCH
3286
PGIM Custom Harvest
New Jersey
$330K +$78.8K +242 +35%
SC
3287
Saturna Capital
Washington
$330K -$136K -419 -31%
MLFP
3288
MPS Loria Financial Planners
Illinois
$330K +$3.26K +10 +1%
RCI
3289
RS Crum Inc
California
$330K – – –
KCM
3290
Kanawha Capital Management
Virginia
$330K +$4.23K +13 +1%
RW
3291
RVW Wealth
California
$329K -$89.2K -274 -23%
JF
3292
Joule Financial
Kentucky
$328K -$12K -37 -4%
MWM
3293
Mattern Wealth Management
Kansas
$328K – – –
WAM
3294
Watershed Asset Management
California
$328K – – –
DWA
3295
Delap Wealth Advisory
Oregon
$327K +$301K +925 New
BWM
3296
BCS Wealth Management
Tennessee
$326K -$22.1K -68 -7%
NWM
3297
NRI Wealth Management
California
$326K +$300K +920 New
CWP
3298
Core Wealth Partners
California
$325K +$16.3K +50 +6%
CSWG
3299
Cardinal Strategic Wealth Guidance
Kentucky
$325K -$78.2K -240 -21%
FWP
3300
Firethorn Wealth Partners
Georgia
$325K +$7.82K +24 +3%
130 131
132
133 134