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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
4351
WJ Wealth Management
Arizona
$414K -$6.41K -10 -1%
PRRFG
4352
Paul R. Ried Financial Group
Washington
$414K +$15.4K +24 +3%
T
4353
Tableaux
Massachusetts
$414K +$76.9K +120 +20%
LHEI
4354
Leo H. Evart Inc
California
$413K +$463K +722 New
LFGO
4355
Legacy Financial Group (Oklahoma)
Oklahoma
$413K -$12.2K -19 -3%
BFG
4356
Beto Financial Group
Idaho
$413K -$21.8K -34 -5%
EP
4357
Ehrenkranz Partners
New York
$413K – – –
TSS
4358
Taylor Securities Services
Pennsylvania
$412K +$2.56K +4 +0.6%
FNBTCON
4359
First National Bank & Trust Co of Newtown
Pennsylvania
$412K +$14.7K +23 +3%
CFO
4360
Collective Family Office
Pennsylvania
$411K +$36.5K +57 +9%
SHF
4361
Stage Harbor Financial
Massachusetts
$410K +$26.3K +41 +6%
MA
4362
MKT Advisors
California
$410K -$8.97K -14 -2%
WAG
4363
Wilkerson Advisory Group
Missouri
$409K +$270K +422 +144%
FFW
4364
Fusion Family Wealth
New York
$409K – – –
SCA
4365
Southern Capital Advisors
Tennessee
$408K -$77.5K -121 -15%
CP
4366
Creekside Partners
California
$407K – – –
DWA
4367
Dorsey Wright & Associates
California
$406K -$4.44M -6,934 -91%
AI
4368
Auour Investments
Massachusetts
$406K +$455K +710 New
SFG
4369
Sunburst Financial Group
Alabama
$406K +$33.3K +52 +8%
FWA
4370
Fulcrum Wealth Advisors
Washington
$405K – – –
FSG
4371
Financial Strategies Group
Michigan
$404K – – –
2WWM
4372
21 West Wealth Management
California
$404K -$3.2K -5 -0.7%
GWSA
4373
Global Wealth Strategies & Associates
Colorado
$404K -$20.5K -32 -4%
TFG
4374
Taylor Financial Group
Virginia
$402K – – –
OTL
4375
Oak Thistle LLC
New York
$402K +$255K +398 +130%
173 174
175
176 177