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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4676
Steelhead Wealth Management
Virginia
$277K +$311K +485 New
HCP
4677
Hardin Capital Partners
South Carolina
$277K – – –
KL
4678
KWMG LLC
Kansas
$276K -$93.6K -146 -23%
KA
4679
Kooman & Associates
Pennsylvania
$276K +$12.2K +19 +4%
PWA
4680
PCG Wealth Advisors
Kansas
$276K +$8.97K +14 +3%
IF
4681
Ironwood Financial
Arizona
$276K – – –
SFP
4682
SwitchPoint Financial Planning
Utah
$275K -$1.28K -2 -0.4%
CAM
4683
CPA Asset Management
Florida
$275K – – –
BWG
4684
Beta Wealth Group
California
$275K +$1.28K +2 +0.4%
SPW
4685
Sonoma Private Wealth
California
$275K -$34K -53 -10%
KFG
4686
Kelly Financial Group
Connecticut
$274K -$12.2K -19 -4%
AWA
4687
Alaska Wealth Advisors
Alaska
$274K -$21.8K -34 -7%
AOWM
4688
Alpha Omega Wealth Management
Virginia
$273K +$32.7K +51 +12%
SWM
4689
SFG Wealth Management
Maryland
$273K -$253K -395 -45%
B
4690
BetterWealth
California
$273K +$3.2K +5 +1%
TP
4691
Thayer Partners
Pennsylvania
$273K +$86.5K +135 +39%
SC
4692
Scratch Capital
Idaho
$273K +$305K +476 New
HIA
4693
HTG Investment Advisors
Connecticut
$272K +$305K +476 New
MFA
4694
Millington Financial Advisors
Illinois
$272K +$48.7K +76 +23%
AIA
4695
Alternative Investment Advisors
Florida
$272K +$25K +39 +9%
SR
4696
Swiss Re
Switzerland
$271K – – –
LFA
4697
LifeGuide Financial Advisors
Pennsylvania
$271K +$37.2K +58 +14%
HIW
4698
Holos Integrated Wealth
Pennsylvania
$271K +$50.6K +79 +20%
TPWM
4699
Twelve Points Wealth Management
Massachusetts
$270K -$37.2K -58 -11%
PIMG
4700
Patriot Investment Management Group
Tennessee
$270K -$5.13K -8 -2%
186 187
188
189 190