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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4826
Parkway Wealth Management
Texas
$214K -$37.9K -62 -14%
BBFA
4827
Brindle & Bay Financial Advisors
Texas
$214K +$232K +380 New
CWM
4828
Collaborative Wealth Management
Florida
$214K +$5.5K +9 +2%
SF
4829
Succession Financial
Texas
$214K +$232K +379 New
IJWM
4830
Inman Jager Wealth Management
Mississippi
$213K -$32.4K -53 -12%
GSF
4831
Grove Street Fiduciary
New Hampshire
$213K – – –
APW
4832
Axim Planning & Wealth
Ohio
$213K +$3.67K +6 +2%
LWP
4833
LMG Wealth Partners
Louisiana
$213K +$232K +379 New
TC
4834
Toews Corporation
New Jersey
$213K +$232K +379 New
VBA
4835
von Borstel & Associates
Oregon
$212K -$19.6K -32 -8%
CF
4836
Carlson Financial
Oregon
$211K -$611 -1 -0.3%
FWMP
4837
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$211K +$14.7K +24 +7%
APW
4838
Alliance Private Wealth
Massachusetts
$211K – – –
CA
4839
Clune & Associates
Illinois
$210K +$228K +373 New
BWA
4840
Brave Warrior Advisors
New York
$210K – – –
KA
4841
Kure Advisory
Minnesota
$209K -$43.4K -71 -16%
BWA
4842
Boulder Wealth Advisors
Colorado
$209K -$15.9K -26 -7%
GWL
4843
Generations Wealth LLC
Ohio
$209K +$227K +371 New
TCFP
4844
Treasure Coast Financial Planning
Florida
$208K -$11.6K -19 -5%
SI
4845
Sprott Inc
Ontario, Canada
$208K +$226K +370 New
MPCL
4846
My Personal CFO LLC
Washington
$208K -$15.3K -25 -6%
XFP
4847
Xena Financial Planning
Oregon
$207K -$88.1K -144 -28%
MFA
4848
Millington Financial Advisors
Illinois
$206K -$50.8K -83 -21%
WAS
4849
Wealth Advisory Solutions
Indiana
$206K +$223K +365 New
PFA
4850
Portland Financial Advisors
New York
$205K – – –
192 193
194
195 196