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Name Holding Trade Value Shares
Change 		Change in
Stake
BLFG
4301
Brian Low Financial Group
Louisiana
$372K +$311K +504 New
SPWM
4302
Straight Path Wealth Management
Michigan
$372K +$311K +504 New
JWM
4303
JDH Wealth Management
California
$371K -$70.4K -114 -18%
HTWM
4304
Hartmann Taylor Wealth Management
Texas
$371K +$311K +503 New
ODA
4305
One Degree Advisors
California
$371K +$71.7K +116 +30%
KIC
4306
Keating Investment Counselors
Florida
$371K +$618 +1 +0.2%
JFGLC
4307
Johnson Financial Group LLC (Colorado)
Colorado
$371K -$390K -631 -56%
DWM
4308
Dopkins Wealth Management
New York
$370K – – –
PAM
4309
Paradigm Asset Management
New York
$370K – – –
FG
4310
Formula Growth
Quebec, Canada
$369K -$309K -500 -50%
DWS
4311
Dynamic Wealth Strategies
California
$369K -$3.71K -6 -1%
LCM
4312
Lunt Capital Management
Utah
$369K – – –
SC
4313
Savoie Capital
Illinois
$369K – – –
JCM
4314
Janney Capital Management
Pennsylvania
$369K -$21.6K -35 -7%
WKSWA
4315
White Knight Strategic Wealth Advisors
New Jersey
$368K +$48.2K +78 +19%
WIP
4316
WealthCare Investment Partners
Rhode Island
$367K -$23.5K -38 -7%
MGWA
4317
Monument Group Wealth Advisors
Massachusetts
$366K +$80.3K +130 +36%
JFG
4318
JMG Financial Group
Illinois
$364K +$618 +1 +0.2%
TWM
4319
Tumwater Wealth Management
Idaho
$364K +$618 +1 +0.2%
GCM
4320
G2 Capital Management
Ohio
$364K +$3.71K +6 +1%
SF
4321
Slagle Financial
Illinois
$363K +$11.1K +18 +4%
AWA
4322
Alaska Wealth Advisors
Alaska
$362K +$7.42K +12 +3%
AFO
4323
Arrowroot Family Office
California
$361K +$302K +489 New
PWM
4324
Provident Wealth Management
Tennessee
$360K – – –
MTC
4325
Matrix Trust Company
Colorado
$360K +$79.7K +129 +36%
171 172
173
174 175