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Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
4226
Wagner Wealth Management (South Carolina)
South Carolina
$415K +$3.09K +5 +0.9%
VFG
4227
Valley Financial Group
Pennsylvania
$415K +$618 +1 +0.2%
ADIM
4228
Alpha DNA Investment Management
Maryland
$415K -$66.7K -108 -16%
PCM
4229
Presidio Capital Management
California
$414K -$9.89K -16 -3%
FSG
4230
Financial Strategies Group
Michigan
$414K +$13.6K +22 +4%
AWM
4231
Able Wealth Management
New Jersey
$414K +$111K +180 +47%
CFO
4232
Collective Family Office
Pennsylvania
$413K -$26K -42 -7%
SFB
4233
STAR Financial Bank
Indiana
$413K -$24.7K -40 -7%
MWPCG
4234
Measured Wealth Private Client Group
New Hampshire
$412K +$345K +558 New
KFS
4235
Kurt F. Somerville
$412K -$7.42K -12 -2%
IHWM
4236
Iron Horse Wealth Management
Iowa
$412K +$238K +385 +223%
PGF
4237
Plan Group Financial
Oklahoma
$412K +$345K +558 New
KCM
4238
Kaye Capital Management
California
$412K -$42K -68 -11%
MWP
4239
Meriwether Wealth & Planning
Louisiana
$410K +$1.24K +2 +0.4%
VWM
4240
Vermillion Wealth Management
Minnesota
$408K +$21.6K +35 +7%
DP
4241
Denver PWM
Colorado
$408K +$341K +552 New
DI
4242
Disciplined Investors
Texas
$407K +$43.3K +70 +15%
GJIA
4243
Glass Jacobson Investment Advisors
Maryland
$407K +$26K +42 +8%
TPWM
4244
Twelve Points Wealth Management
Massachusetts
$407K -$40.8K -66 -11%
RWM
4245
Raffa Wealth Management
District of Columbia
$407K +$84.7K +137 +33%
TFG
4246
Tilson Financial Group
New Jersey
$406K +$30.9K +50 +10%
CCM
4247
Cloud Capital Management
Washington
$406K +$71.1K +115 +28%
TA
4248
TrueWealth Advisors
Alabama
$406K -$18.5K -30 -5%
CB
4249
Centennial Bank
Arkansas
$406K – – –
HP
4250
Highlander Partners
Texas
$406K – – –
168 169
170
171 172