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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
3626
Market Street Wealth Management Advisors
Indiana
$673K +$125K +194 +20%
1W
3627
1776 Wealth
Georgia
$673K +$435K +675 +137%
FUBT
3628
First United Bank & Trust
Maryland
$672K – – –
GFG
3629
Grantvest Financial Group
New Jersey
$671K +$5.16K +8 +0.7%
FWM
3630
FMB Wealth Management
California
$671K -$70.3K -109 -9%
AWA
3631
Archvest Wealth Advisors
California
$670K -$188K -291 -20%
AWM
3632
Adams Wealth Management
Utah
$670K +$167K +259 +29%
CI
3633
CacheTech Inc
Utah
$670K +$167K +259 +29%
BW
3634
Basepoint Wealth
Iowa
$670K -$192K -298 -20%
KA
3635
KDT Advisors
New York
$670K -$123K -191 -14%
FLP
3636
Financial Life Planners
Arizona
$667K +$165K +255 +28%
OC
3637
Oakworth Capital
Alabama
$667K +$65.2K +101 +10%
BW
3638
BXM Wealth
Colorado
$665K +$352K +546 +90%
SC
3639
Searle & Co
Connecticut
$663K -$18.7K -29 -2%
CWA
3640
Cura Wealth Advisors
Illinois
$663K +$208K +323 +39%
WC
3641
Winmill & Co
New Hampshire
$663K – – –
AAM
3642
Austin Asset Management
Texas
$662K -$372K -577 -33%
SFPG
3643
Stonebridge Financial Planning Group
Florida
$662K – – –
KFI
3644
Key Financial Inc
Pennsylvania
$662K -$84.5K -131 -10%
VWM
3645
Vigilare Wealth Management
Arizona
$660K +$383K +593 +107%
SWM
3646
Salvus Wealth Management
New Jersey
$660K +$96.8K +150 +15%
SCM
3647
Sage Capital Management
New Jersey
$660K – – –
CFSG
3648
Clark Financial Services Group
Missouri
$659K +$81.3K +126 +12%
WJA
3649
Willis Johnson & Associates
Texas
$658K +$38.7K +60 +6%
SO
3650
Sierra Ocean
California
$658K +$22.6K +35 +3%
144 145
146
147 148