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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
3701
Valued Wealth Advisors
Utah
$361K +$5.14K +10 +2%
SAA
3702
Southeast Asset Advisors
Georgia
$361K – – –
VFP
3703
Verus Financial Partners
Virginia
$361K +$6.69K +13 +2%
DI
3704
DAGCO Inc
Ohio
$360K – – –
HCA
3705
Heck Capital Advisors
Wisconsin
$359K -$8.23K -16 -2%
WWP
3706
WR Wealth Planners
Missouri
$359K -$38.1K -74 -11%
AGA
3707
Arkos Global Advisors
Texas
$359K +$40.1K +78 +14%
PWM
3708
Provident Wealth Management
Tennessee
$358K +$71K +138 +28%
PFM
3709
Peak Financial Management
Massachusetts
$358K – – –
LFA
3710
Level Financial Advisors
New York
$357K +$321K +624 New
PFA
3711
Pettinga Financial Advisors
Indiana
$356K – – –
LCM
3712
LVM Capital Management
Michigan
$355K – – –
FWM
3713
Fonville Wealth Management
Virginia
$355K +$66.9K +130 +27%
SRC
3714
Shufro Rose & Co
New York
$354K – – –
TWM
3715
Trueblood Wealth Management
Ohio
$353K +$10.3K +20 +3%
MA
3716
MAS Advisors
Florida
$353K – – –
WW
3717
Waterfront Wealth
Kansas
$352K +$98.3K +191 +47%
BDFN
3718
Bond & Devick Financial Network
Minnesota
$352K – – –
BWM
3719
Baron Wealth Management
Michigan
$352K +$2.06K +4 +0.7%
WWM
3720
Wiser Wealth Management
Georgia
$351K +$49.4K +96 +19%
AWMNH
3721
Arcadia Wealth Management (New Hampshire)
New Hampshire
$350K -$46.3K -90 -13%
VP
3722
Verum Partners
North Carolina
$350K +$11.8K +23 +4%
CFO
3723
Collective Family Office
Pennsylvania
$349K -$24.2K -47 -7%
DWM
3724
Defined Wealth Management
Oregon
$349K +$34.5K +67 +12%
IIA
3725
Integral Investment Advisors
California
$349K +$14.4K +28 +5%
147 148
149
150 151