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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
4626
Heritage Wealth Management (Ohio)
Ohio
$260K -$8.93K -12 -3%
APW
4627
Axim Planning & Wealth
Ohio
$260K -$45.4K -61 -15%
WAN
4628
Wealth Advisors Northwest
Oregon
$260K +$3.72K +5 +1%
JFG
4629
JMG Financial Group
Illinois
$259K -$105K -141 -29%
ACM
4630
Aspen Capital Management
Idaho
$259K +$28.3K +38 +12%
JTF
4631
J. Team Financial
Texas
$258K +$262K +352 New
MGIA
4632
Matthew Goff Investment Advisor
Texas
$258K +$261K +351 New
DSA
4633
Droms Strauss Advisors
Missouri
$257K -$74.4K -100 -22%
NPA
4634
Nichols & Pratt Advisers
Massachusetts
$257K – – –
EP
4635
Ehrenkranz Partners
New York
$257K +$260K +350 New
FSCM
4636
Front Street Capital Management
Montana
$257K – – –
MPCL
4637
My Personal CFO LLC
Washington
$256K -$1.28M -1,719 -83%
FWMP
4638
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K – – –
LWP
4639
LMG Wealth Partners
Louisiana
$256K – – –
JE
4640
JMAC Enterprises
Pennsylvania
$256K +$20.1K +27 +8%
RF
4641
Robinswood Financial
Washington
$256K – – –
ACM
4642
Avos Capital Management
Washington
$256K +$259K +348 New
PCI
4643
Planning Center Inc
Illinois
$254K -$63.3K -85 -20%
TFP
4644
Traction Financial Partners
Wyoming
$253K – – –
SWM
4645
Stockman Wealth Management
Montana
$253K +$5.95K +8 +2%
AFW
4646
Atlantic Family Wealth
Florida
$253K +$256K +344 New
SC
4647
Schulhoff & Co
Ohio
$253K +$256K +344 New
FFP
4648
Freedom Financial Partners
Minnesota
$251K +$11.9K +16 +5%
TAM
4649
Tucker Asset Management
Colorado
$251K -$29K -39 -10%
DIP
4650
Davis Investment Partners
North Carolina
$251K -$1.49K -2 -0.6%
184 185
186
187 188