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Name Holding Trade Value Shares
Change 		Change in
Stake
VL
4676
Vima LLC
Michigan
$276K +$300K +491 New
CIC
4677
Cutler Investment Counsel
Oregon
$276K -$3.06K -5 -1%
SFP
4678
SwitchPoint Financial Planning
Utah
$276K +$5.5K +9 +2%
DWS
4679
Discipline Wealth Solutions
South Carolina
$275K +$45.9K +75 +18%
STAS
4680
Strong Tower Advisory Services
Minnesota
$275K +$15.3K +25 +5%
PIA
4681
Powell Investment Advisors
Florida
$274K -$252K -412 -46%
WAG
4682
Wheelhouse Advisory Group
Missouri
$273K – – –
FWWM
4683
Fiscal Wisdom Wealth Management
Connecticut
$273K +$297K +485 New
AFS
4684
Access Financial Services
Minnesota
$273K -$1.22K -2 -0.4%
SWAG
4685
Spectrum Wealth Advisory Group
California
$273K +$37.9K +62 +15%
MIM
4686
Marshall Investment Management
Colorado
$273K +$44.6K +73 +18%
KL
4687
KWMG LLC
Kansas
$273K +$611 +1 +0.2%
KNFPWM
4688
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$272K +$15.3K +25 +5%
GW
4689
Graetz Wealth
Michigan
$272K +$295K +482 New
MFG
4690
Mustico Financial Group
New York
$272K – – –
BA
4691
Bard Associates
Illinois
$272K +$15.9K +26 +6%
RWM
4692
Raffa Wealth Management
District of Columbia
$272K +$43.4K +71 +17%
TA
4693
TrueWealth Advisors
Alabama
$271K -$26.9K -44 -8%
CAM
4694
CPA Asset Management
Florida
$271K – – –
HOWA
4695
Hudson Oak Wealth Advisory
New Jersey
$271K -$12.2K -20 -4%
PFA
4696
Petra Financial Advisors
Colorado
$271K +$294K +481 New
B
4697
BetterWealth
California
$271K +$1.83K +3 +0.6%
BWG
4698
Beta Wealth Group
California
$270K – – –
SPW
4699
Sonoma Private Wealth
California
$270K – – –
LTM
4700
Lotus Technology Management
Florida
$270K +$294K +480 New
186 187
188
189 190