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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
4651
Beaird Harris Wealth Management
Texas
$50.7K – – –
PWA
4652
Principia Wealth Advisory
Texas
$50.4K +$19.4K +30 +54%
KSWA
4653
Kathleen S. Wright Associates
Pennsylvania
$49.6K +$4.52K +7 +9%
WFA
4654
West Financial Advisors
Iowa
$49K – – –
SC
4655
Steph & Co
Wisconsin
$47.8K +$11.6K +18 +28%
SCA
4656
Stuart Chaussee & Associates
California
$46.7K – – –
JAM
4657
JCIC Asset Management
Ontario, Canada
$45.5K +$25.8K +40 +103%
PCA
4658
PMV Capital Advisers
Texas
$43.8K +$645 +1 +1%
AWM
4659
Avondale Wealth Management
Texas
$40.3K – – –
MEG
4660
Millstone Evans Group
Colorado
$39.2K – – –
JFG
4661
JDM Financial Group
Texas
$36.9K +$7.74K +12 +23%
SHF
4662
Safe Harbor Fiduciary
Florida
$36.3K – – –
TLA
4663
Tanglewood Legacy Advisors
Texas
$35.2K -$6.45K -10 -14%
CWA
4664
Carolina Wealth Advisors
South Carolina
$34.6K – – –
RWM
4665
Ruedi Wealth Management
Illinois
$33.4K – – –
FW
4666
Fairway Wealth
Ohio
$32.9K +$9.68K +15 +36%
MAFA
4667
MJT & Associates Financial Advisory
Minnesota
$32.9K +$36.8K +57 New
CWM
4668
CarsonAllaria Wealth Management
Illinois
$29.4K – – –
KHC
4669
Koesten Hirschmann & Crabtree
Kansas
$28.8K – – –
BDPWM
4670
Barnes Dennig Private Wealth Management
Ohio
$27.7K +$31K +48 New
HWM
4671
Horizons Wealth Management
North Carolina
$26.5K – – –
IWM
4672
Inlight Wealth Management
Georgia
$24.8K +$27.7K +43 New
CAIM
4673
Catherine Avery Investment Management
Florida
$24.2K – – –
VWA
4674
VSM Wealth Advisory
Maryland
$23.1K – – –
WAM
4675
WFA Asset Management
Wisconsin
$22.8K – – –
185 186
187
188 189