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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4326
Provident Wealth Management
Tennessee
$281K – – –
GCM
4327
G2 Capital Management
Ohio
$280K +$23.2K +36 +8%
VST
4328
Van Strum & Towne
California
$280K – – –
CIA
4329
Caerus Investment Advisors
Texas
$280K +$10.3K +16 +3%
IF
4330
Integrity Financial
Wyoming
$280K +$314K +486 New
PWM
4331
Peterson Wealth Management
Nevada
$280K +$90.3K +140 +41%
DI
4332
Disciplined Investors
Texas
$278K – – –
VWA
4333
Valued Wealth Advisors
Utah
$277K +$8.39K +13 +3%
LW
4334
Libra Wealth
California
$277K +$310K +481 New
AWA
4335
Alaska Wealth Advisors
Alaska
$276K +$309K +479 New
PIMG
4336
Patriot Investment Management Group
Tennessee
$276K – – –
WAM
4337
Walker Asset Management
Missouri
$276K – – –
SF
4338
Seros Financial
Arizona
$276K +$3.23K +5 +1%
FFG
4339
Foundry Financial Group
New Hampshire
$275K +$29K +45 +10%
TFF
4340
The Family Firm
Maryland
$275K -$61.3K -95 -17%
BIS
4341
BG Investment Services
Guam
$274K +$52.3K +81 +21%
SL
4342
Sentry LLC
Tennessee
$274K +$19.4K +30 +7%
PI
4343
Pachira Investments
California
$274K +$16.8K +26 +6%
PRP
4344
Peak Retirement Planning
Ohio
$274K +$306K +475 New
SF
4345
Slagle Financial
Illinois
$273K -$16.1K -25 -5%
AC
4346
Applied Capital
Arkansas
$273K – – –
WWWM
4347
White Wing Wealth Management
Texas
$273K +$351K +544 New
SPI
4348
Santori & Peters Inc
Pennsylvania
$272K -$16.8K -26 -5%
SWIM
4349
Smallwood Wealth Investment Management
New Jersey
$272K -$25.8K -40 -8%
FRA
4350
Front Row Advisors
California
$271K +$64.5K +100 +27%
172 173
174
175 176