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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
4451
Smallwood Wealth Investment Management
New Jersey
$425K +$6.01K +9 +1%
SWM
4452
Shrier Wealth Management
California
$425K +$430K +644 New
TAM
4453
TCP Asset Management
Ohio
$424K +$87.5K +131 +26%
VFG
4454
Valley Financial Group
Pennsylvania
$423K +$40.7K +61 +11%
HWP
4455
Hibernia Wealth Partners
Louisiana
$423K +$428K +641 New
OS
4456
Objectivity Squared
South Carolina
$422K +$9.35K +14 +2%
TI
4457
Truepoint Inc
Ohio
$421K +$44.1K +66 +12%
PWS
4458
Pursuit Wealth Strategies
North Carolina
$421K +$426K +638 New
EWM
4459
Echo Wealth Management
Minnesota
$420K -$5.34K -8 -1%
DFS
4460
Dixon Fnancial Services
California
$420K +$99.5K +149 +31%
AFC
4461
Ares Financial Consulting
California
$420K +$425K +636 New
MWA
4462
MFA Wealth Advisors
Pennsylvania
$420K -$12.7K -19 -3%
AWM
4463
Able Wealth Management
New Jersey
$418K +$77.5K +116 +22%
AGM
4464
Alpine Global Management
New York
$417K +$45.4K +68 +12%
KL
4465
KWMG LLC
Kansas
$415K +$64.1K +96 +18%
CFA
4466
Cahill Financial Advisors
Minnesota
$415K -$11.4K -17 -3%
PWMG
4467
Private Wealth Management Group
New Jersey
$415K -$12K -18 -3%
CP
4468
Castleview Partners
Texas
$415K +$68.8K +103 +20%
CWL
4469
Causey Wealth LLC
Colorado
$415K +$419K +628 New
PFO
4470
Pioneer Family Office
Florida
$415K +$419K +628 New
RF
4471
Roxbury Financial
New Jersey
$414K +$668 +1 +0.2%
ACM
4472
Andina Capital Management
Utah
$413K -$77.5K -116 -16%
POIA
4473
Pin Oak Investment Advisors
Texas
$413K +$21.4K +32 +5%
WF
4474
Warner Financial
Maryland
$413K +$417K +625 New
GLLW
4475
Graves Light Lenhart Wealth
Virginia
$411K +$15.4K +23 +4%
177 178
179
180 181