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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
4151
Palisades Hudson Asset Management
Florida
$507K – – –
XPN
4152
XY Planning Network
Montana
$507K +$29.5K +46 +6%
EWA
4153
Exit Wealth Advisors
Georgia
$506K +$48.7K +76 +9%
SLG
4154
Sanchez Levi Garrett
$506K +$567K +885 New
RYA
4155
Richard Young Associates
Georgia
$506K +$32K +50 +6%
TP
4156
Tranquility Partners
Tennessee
$506K +$641 +1 +0.1%
WA1
4157
Wimmer Associates 1
California
$505K +$2.56K +4 +0.5%
BIA
4158
Bell Investment Advisors
California
$505K -$84K -131 -13%
GWM
4159
GoalFusion Wealth Management
Texas
$503K -$3.2K -5 -0.6%
EWP
4160
Elevation Wealth Partners
California
$502K +$25K +39 +5%
KTC
4161
Kentucky Trust Company
Kentucky
$502K +$44.2K +69 +9%
WWA
4162
Wealth Watch Advisors
Colorado
$502K +$118K +184 +27%
DAS
4163
DMKC Advisory Services
Iowa
$501K -$28.8K -45 -5%
SPAS
4164
Spectrum Planning & Advisory Services
California
$501K -$1.28K -2 -0.2%
E3F
4165
Eight 31 Financial
Texas
$501K – – –
AWM
4166
Athena Wealth Management
Nevada
$500K -$16K -25 -3%
PBC
4167
Pavion Blue Capital
California
$499K – – –
CFO
4168
Capitol Family Office
Oregon
$499K – – –
LJHT
4169
Laurie J. Hall Trustee
$498K – – –
MWA
4170
Medallion Wealth Advisors
Connecticut
$497K +$19.9K +31 +4%
IAP
4171
Indie Asset Partners
Indiana
$497K -$73.7K -115 -12%
W
4172
WorthPointe
California
$497K +$7.05K +11 +1%
WA
4173
WESPAC Advisors
California
$494K -$78.8K -123 -12%
CP
4174
Castleview Partners
Texas
$494K +$151K +235 +37%
WWWM
4175
White Wing Wealth Management
Texas
$493K -$30.1K -47 -5%
165 166
167
168 169