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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3501
WP Advisors
California
$2.3M +$200K +618 +10%
SSWG
3502
Seven Springs Wealth Group
Tennessee
$2.3M +$1.76M +5,418 +380%
AL
3503
ADE LLC
Maryland
$2.3M +$11K +34 +0.5%
I
3504
IMPACTfolio
Colorado
$2.3M +$2.22M +6,843 New
BCM
3505
Barden Capital Management
Texas
$2.3M +$2.22M +6,837 New
MGWM
3506
Marks Group Wealth Management
Minnesota
$2.29M +$256K +791 +13%
BWM
3507
BlackDiamond Wealth Management
New York
$2.29M +$2.21M +6,808 New
TIA
3508
Traphagen Investment Advisors
New Jersey
$2.29M -$1.62K -5 -0.1%
TSWM
3509
Tyler-Stone Wealth Management
Ohio
$2.29M +$2.21M +6,803 New
WFA
3510
WestHill Financial Advisors
California
$2.28M +$382K +1,179 +21%
LWP
3511
Legacy Wealth Planning
Nevada
$2.28M -$274K -845 -11%
DA
3512
Detalus Advisors
Missouri
$2.28M -$172K -529 -7%
SEP
3513
Southland Equity Partners
Missouri
$2.28M +$2.92K +9 +0.1%
FTA
3514
Financial & Tax Architects
Missouri
$2.28M +$11K +34 +0.5%
CCM
3515
Crew Capital Management
Ohio
$2.27M -$207K -639 -9%
BWM
3516
Birchcreek Wealth Management
Ohio
$2.27M +$64.8K +200 +3%
PFA
3517
Pathway Financial Advisors
Vermont
$2.27M +$2.37M +7,316 New
LCM
3518
Lewis Capital Management
California
$2.27M +$2.19M +6,753 New
MLFP
3519
MPS Loria Financial Planners
Illinois
$2.27M +$1.62K +5 +0.1%
SGCA
3520
Steel Grove Capital Advisors
Tennessee
$2.27M +$41.5K +128 +2%
TCM
3521
Triumph Capital Management
Colorado
$2.27M +$335K +1,033 +18%
APC
3522
Aspire Private Capital
North Carolina
$2.27M +$66.1K +204 +3%
ACP
3523
Arcus Capital Partners
Georgia
$2.26M +$660K +2,037 +43%
RBC
3524
Roble Belko & Company
Pennsylvania
$2.25M +$62.9K +194 +3%
LFASL
3525
Lugano Financial Advisors SA (LFA)
Switzerland
$2.25M +$143K +440 +7%
139 140
141
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