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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
4651
Wheelhouse Advisory Group
Missouri
$273K – – –
FWWM
4652
Fiscal Wisdom Wealth Management
Connecticut
$273K +$297K +485 New
AFS
4653
Access Financial Services
Minnesota
$273K -$1.22K -2 -0.4%
SWAG
4654
Spectrum Wealth Advisory Group
California
$273K +$37.9K +62 +15%
MIM
4655
Marshall Investment Management
Colorado
$273K +$44.6K +73 +18%
KL
4656
KWMG LLC
Kansas
$273K +$611 +1 +0.2%
KNFPWM
4657
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$272K +$15.3K +25 +5%
GW
4658
Graetz Wealth
Michigan
$272K +$295K +482 New
MFG
4659
Mustico Financial Group
New York
$272K – – –
BA
4660
Bard Associates
Illinois
$272K +$15.9K +26 +6%
RWM
4661
Raffa Wealth Management
District of Columbia
$272K +$43.4K +71 +17%
TA
4662
TrueWealth Advisors
Alabama
$271K -$26.9K -44 -8%
CAM
4663
CPA Asset Management
Florida
$271K – – –
HOWA
4664
Hudson Oak Wealth Advisory
New Jersey
$271K -$12.2K -20 -4%
PFA
4665
Petra Financial Advisors
Colorado
$271K +$294K +481 New
B
4666
BetterWealth
California
$271K +$1.83K +3 +0.6%
BWG
4667
Beta Wealth Group
California
$270K – – –
SPW
4668
Sonoma Private Wealth
California
$270K – – –
LTM
4669
Lotus Technology Management
Florida
$270K +$294K +480 New
SWM
4670
SFG Wealth Management
Maryland
$269K – – –
AWMI
4671
Aegis Wealth Management (Iowa)
Iowa
$269K +$74K +121 +34%
JSC
4672
Jackson Square Capital
California
$269K +$14.1K +23 +5%
SC
4673
Scratch Capital
Idaho
$268K – – –
AWA
4674
A4 Wealth Advisors
North Carolina
$268K -$226K -370 -44%
SICM
4675
Sustainable Insight Capital Management
New York
$268K -$48.9K -80 -14%
185 186
187
188 189