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Name Holding Trade Value Shares
Change 		Change in
Stake
LHWM
3601
Lake Hills Wealth Management
Texas
$895K +$417K +675 +126%
BSHC
3602
Breed's Hill Capital
Massachusetts
$894K -$1.24K -2 -0.2%
WWG
3603
West Wealth Group
California
$894K +$136K +220 +23%
GK
3604
Graney & King
New York
$894K – – –
CAM
3605
Chesapeake Asset Management
New York
$890K -$75.4K -122 -9%
PA
3606
Planning Alternatives
Michigan
$889K -$8.65K -14 -1%
RFA
3607
Register Financial Advisors
Georgia
$889K +$62.4K +101 +9%
VC
3608
Veery Capital
Delaware
$888K -$19.2K -31 -3%
PAM
3609
Peak Asset Management
Colorado
$887K +$43.9K +71 +6%
BMM
3610
Berkshire Money Management
Massachusetts
$886K -$57.5K -93 -7%
EIG
3611
Ellenbecker Investment Group
Wisconsin
$885K – – –
YWS
3612
Yarger Wealth Strategies
Ohio
$885K +$109K +176 +17%
PWP
3613
Precedent Wealth Partners
Texas
$884K +$46.3K +75 +7%
FCFC
3614
First Citizens Financial Corp
Iowa
$884K +$133K +215 +22%
CH
3615
Canton Hathaway
Rhode Island
$884K +$3.09K +5 +0.4%
BDA
3616
Borer Denton & Associates
Pennsylvania
$883K – – –
IWS
3617
Integrity Wealth Solutions
Colorado
$883K -$48.2K -78 -6%
BFA
3618
Bill Few Associates
Pennsylvania
$883K -$47K -76 -6%
WPA
3619
West Paces Advisors
Georgia
$883K +$9.27K +15 +1%
WJA
3620
Willis Johnson & Associates
Texas
$879K +$30.3K +49 +4%
TFA
3621
Toth Financial Advisory
Virginia
$878K -$80.9K -131 -10%
OL
3622
one8zero8 LLC
North Carolina
$878K -$4.94K -8 -0.7%
FCM
3623
Fire Capital Management
California
$878K -$256K -414 -26%
MCA
3624
MSH Capital Advisors
Arizona
$876K – – –
BIA
3625
Bell Investment Advisors
California
$875K +$282K +457 +63%
143 144
145
146 147