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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4626
TriaGen Wealth Management
California
$284K -$3.67K -6 -1%
AWA
4627
Alaska Wealth Advisors
Alaska
$284K +$15.3K +25 +5%
VCM
4628
Verde Capital Management
Michigan
$284K +$27.5K +45 +10%
SWM
4629
Sherman Wealth Management
Maryland
$284K +$6.73K +11 +2%
AFA
4630
Arlington Financial Advisors
California
$283K -$10.4K -17 -3%
RFG
4631
RFP Financial Group
Georgia
$282K +$306K +501 New
ACM
4632
Ayrshire Capital Management
Connecticut
$282K – – –
FG
4633
Formula Growth
Quebec, Canada
$282K – – –
LCM
4634
Lunt Capital Management
Utah
$282K – – –
BI
4635
Bramshill Investments
Florida
$282K +$306K +500 New
OA
4636
Oceanside Advisors
South Carolina
$282K +$306K +500 New
CLIP
4637
Colter Lewis Investment Partners
Connecticut
$281K +$74.6K +122 +32%
PWM
4638
Provident Wealth Management
Tennessee
$279K +$4.89K +8 +2%
1NWS
4639
1 North Wealth Services
Maryland
$279K +$6.12K +10 +2%
HTWM
4640
Hartmann Taylor Wealth Management
Texas
$279K – – –
NAMM
4641
NorthStar Asset Management (Massachusetts)
Massachusetts
$278K -$78.3K -128 -21%
DWM
4642
DeLarme Wealth Management
California
$278K +$39.7K +65 +15%
RS
4643
Retirement Solution
Washington
$278K +$67.3K +110 +29%
LFA
4644
LifeGuide Financial Advisors
Pennsylvania
$277K +$11.6K +19 +4%
VL
4645
Vima LLC
Michigan
$276K +$300K +491 New
CIC
4646
Cutler Investment Counsel
Oregon
$276K -$3.06K -5 -1%
SFP
4647
SwitchPoint Financial Planning
Utah
$276K +$5.5K +9 +2%
DWS
4648
Discipline Wealth Solutions
South Carolina
$275K +$45.9K +75 +18%
STAS
4649
Strong Tower Advisory Services
Minnesota
$275K +$15.3K +25 +5%
PIA
4650
Powell Investment Advisors
Florida
$274K -$252K -412 -46%
184 185
186
187 188