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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3701
Willner & Heller
California
$361K +$325K +631 New
VWA
3702
Valued Wealth Advisors
Utah
$361K +$5.14K +10 +2%
SAA
3703
Southeast Asset Advisors
Georgia
$361K – – –
VFP
3704
Verus Financial Partners
Virginia
$361K +$6.69K +13 +2%
DI
3705
DAGCO Inc
Ohio
$360K – – –
HCA
3706
Heck Capital Advisors
Wisconsin
$359K -$8.23K -16 -2%
WWP
3707
WR Wealth Planners
Missouri
$359K -$38.1K -74 -11%
AGA
3708
Arkos Global Advisors
Texas
$359K +$40.1K +78 +14%
PWM
3709
Provident Wealth Management
Tennessee
$358K +$71K +138 +28%
PFM
3710
Peak Financial Management
Massachusetts
$358K – – –
LFA
3711
Level Financial Advisors
New York
$357K +$321K +624 New
PFA
3712
Pettinga Financial Advisors
Indiana
$356K – – –
LCM
3713
LVM Capital Management
Michigan
$355K – – –
FWM
3714
Fonville Wealth Management
Virginia
$355K +$66.9K +130 +27%
SRC
3715
Shufro Rose & Co
New York
$354K – – –
TWM
3716
Trueblood Wealth Management
Ohio
$353K +$10.3K +20 +3%
MA
3717
MAS Advisors
Florida
$353K – – –
WW
3718
Waterfront Wealth
Kansas
$352K +$98.3K +191 +47%
BDFN
3719
Bond & Devick Financial Network
Minnesota
$352K – – –
BWM
3720
Baron Wealth Management
Michigan
$352K +$2.06K +4 +0.7%
WWM
3721
Wiser Wealth Management
Georgia
$351K +$49.4K +96 +19%
AWMNH
3722
Arcadia Wealth Management (New Hampshire)
New Hampshire
$350K -$46.3K -90 -13%
VP
3723
Verum Partners
North Carolina
$350K +$11.8K +23 +4%
CFO
3724
Collective Family Office
Pennsylvania
$349K -$24.2K -47 -7%
DWM
3725
Defined Wealth Management
Oregon
$349K +$34.5K +67 +12%
147 148
149
150 151