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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4601
Whipplewood Advisors
Colorado
$310K +$328K +512 +1,766%
SPI
4602
Strategic Planning Inc
Ohio
$309K +$21.8K +34 +7%
SCP
4603
Sender Company & Partners
New York
$308K -$6.99M -10,903 -95%
MW
4604
Marrick Wealth
California
$308K +$7.69K +12 +2%
MFG
4605
Mustico Financial Group
New York
$308K +$95.5K +149 +49%
CW
4606
CrossGen Wealth
North Carolina
$308K -$6.41K -10 -2%
WCL
4607
Wealth Care LLC
Florida
$307K +$344K +537 New
GL
4608
Gerber LLC
Ohio
$307K – – –
BDFN
4609
Bond & Devick Financial Network
Minnesota
$306K – – –
GC
4610
Gibson Capital
Pennsylvania
$306K +$109K +170 +47%
AAA
4611
Andrews Advisory Associates
Hawaii
$306K +$7.05K +11 +2%
AC
4612
AWM Capital
Arizona
$306K +$44.9K +70 +15%
SWM
4613
Seed Wealth Management
Illinois
$306K – – –
WFMPM
4614
Woodley Farra Manion Portfolio Management
Indiana
$305K +$3.2K +5 +0.9%
FNWA
4615
Financial Network Wealth Advisors
Utah
$305K +$110K +172 +48%
VPP
4616
Vertex Planning Partners
Illinois
$304K -$33.3K -52 -9%
CWIG
4617
Chung Wu Investment Group
Texas
$303K -$641K -1,000 -65%
MHIC
4618
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
WTFG
4619
Wood Tarver Financial Group
Idaho
$303K +$18.6K +29 +6%
ARA
4620
Approach Retirement Advisors
Alabama
$302K +$57.7K +90 +21%
MTC
4621
McDaniel Terry & Co
Texas
$302K +$64.7K +101 +24%
TA
4622
TrueWealth Advisors
Alabama
$301K -$568K -886 -63%
BHWM
4623
Bay Harbor Wealth Management
Maryland
$299K +$17.9K +28 +6%
WBCM
4624
Wilson & Boucher Capital Management
California
$299K +$3.2K +5 +1%
KFS
4625
Kurt F. Somerville
$299K -$19.9K -31 -6%
183 184
185
186 187