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Name Holding Trade Value Shares
Change 		Change in
Stake
WWWM
4126
White Wing Wealth Management
Texas
$476K +$62.4K +101 +19%
SNBOSCI
4127
Security National Bank of Sioux City Iowa
Iowa
$476K – – –
MWA
4128
MFA Wealth Advisors
Pennsylvania
$476K +$147K +238 +58%
PWMG
4129
Private Wealth Management Group
New Jersey
$475K -$618 -1 -0.2%
CFA
4130
Cahill Financial Advisors
Minnesota
$475K +$66.7K +108 +20%
PFA
4131
Pettinga Financial Advisors
Indiana
$474K +$13K +21 +3%
WWA
4132
Wingate Wealth Advisors
Massachusetts
$474K +$55K +89 +16%
BW
4133
Balance Wealth
Ohio
$474K +$23.5K +38 +6%
PWP
4134
Parkwoods Wealth Partners
New York
$473K +$395K +640 New
RAM
4135
Readystate Asset Management
Illinois
$472K -$809K -1,310 -67%
AWA
4136
AmeriServ Wealth Advisors
Pennsylvania
$472K – – –
PPWM
4137
PFG Private Wealth Management
Florida
$470K +$6.8K +11 +2%
OPWM
4138
Oakwell Private Wealth Management
Texas
$470K +$72.9K +118 +23%
DWA
4139
Delap Wealth Advisory
Oregon
$469K -$68K -110 -15%
BI
4140
Ballast Inc
Kentucky
$469K -$12.4K -20 -3%
T
4141
Tableaux
Massachusetts
$468K -$6.8K -11 -2%
VAS
4142
Valicenti Advisory Services
New York
$467K – – –
BDL
4143
Banque de Luxembourg
Luxembourg
$466K – – –
FCIM
4144
Fairview Capital Investment Management
California
$465K -$12.4K -20 -3%
LRWM
4145
Lord & Richards Wealth Management
Colorado
$464K +$70.4K +114 +22%
CCP
4146
Clarity Capital Partners
California
$463K +$58.7K +95 +18%
DA
4147
Detalus Advisors
Missouri
$461K -$618 -1 -0.2%
SWIM
4148
Smallwood Wealth Investment Management
New Jersey
$460K +$93.3K +151 +32%
SPWM
4149
Schrum Private Wealth Management
Florida
$459K – – –
OFP
4150
OLIO Financial Planning
Virginia
$457K +$37.7K +61 +11%
164 165
166
167 168