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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3876
Genesis Wealth Advisors
Massachusetts
$698K – – –
CBTWT
3877
Community Bank & Trust (Waco, Texas)
Texas
$697K – – –
HWM
3878
Hobbs Wealth Management
Indiana
$696K +$173K +233 +33%
RYIA
3879
Roehl & Yi Investment Advisors
Oregon
$693K +$29K +39 +4%
PWM
3880
Paulson Wealth Management
Illinois
$689K +$2.23K +3 +0.3%
IA
3881
IMZ Advisory
Florida
$687K +$24.6K +33 +4%
BC
3882
Brio Consultants
California
$686K -$2.98K -4 -0.4%
MMHP
3883
Murphy Middleton Hinkle & Parker
Georgia
$685K – – –
CWP
3884
Clark Wealth Partners
Illinois
$684K +$610K +820 +380%
IMC
3885
Investment Management Corporation
Virginia
$684K -$170K -229 -20%
MBI
3886
May Barnhard Investments
Maryland
$682K – – –
RWM
3887
Rolek Wealth Management
Pennsylvania
$682K +$64K +86 +10%
FWP
3888
Fiduciary Wealth Partners
Massachusetts
$681K +$116K +156 +20%
CBB
3889
Citizens Business Bank
California
$680K +$689K +926 New
CCA
3890
Carrera Capital Advisors
Michigan
$680K -$6.7K -9 -1%
T
3891
Tidemark
California
$677K +$38K +51 +6%
AWG
3892
Altus Wealth Group
Colorado
$676K +$15.6K +21 +2%
CAG
3893
Curtis Advisory Group
California
$676K +$22.3K +30 +3%
I2I
3894
Insight 2811 Inc
Illinois
$676K +$744 +1 +0.1%
XT
3895
XTX Topco
Cayman Islands
$674K +$683K +918 New
SPA
3896
Sentinel Pension Advisors
Massachusetts
$672K +$10.4K +14 +2%
PWP
3897
Parkwoods Wealth Partners
New York
$672K +$205K +275 +43%
SCP
3898
Silverleafe Capital Partners
Tennessee
$672K +$61.8K +83 +10%
LF
3899
LifeSteps Financial
California
$671K -$55.1K -74 -7%
GRA
3900
Golden Road Advisors
Florida
$671K +$118K +159 +21%
154 155
156
157 158