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Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
3701
Alan B. Lancz & Associates
Ohio
$3.87M – – –
FWP
3702
Firethorn Wealth Partners
Georgia
$3.87M +$299K +739 +8%
WWM
3703
Whalen Wealth Management
Nevada
$3.86M -$1.01M -2,493 -19%
UPS
3704
UHLMANN PRICE SECURITIES
Illinois
$3.86M +$102K +252 +2%
BBNB
3705
Baker Boyer National Bank
Washington
$3.86M -$4.11M -10,159 -50%
CIA
3706
Cascade Investment Advisors
Oregon
$3.85M +$55.4K +137 +1%
LWM
3707
Latko Wealth Management
Illinois
$3.85M +$1.02M +2,522 +32%
MFG
3708
Mainsail Financial Group
Washington
$3.84M +$374K +925 +10%
HCM
3709
Hillman Capital Management
Maryland
$3.84M -$215K -532 -5%
WWG
3710
West Wealth Group
California
$3.83M +$129K +320 +3%
SFWC
3711
Strategic Family Wealth Counselors
New Jersey
$3.83M -$26.3K -65 -0.6%
LIA
3712
Lynx Investment Advisory
District of Columbia
$3.83M +$394K +973 +10%
PC
3713
Promethos Capital
Massachusetts
$3.82M -$4.26M -10,540 -51%
JJBC
3714
James J. Burns & Company
New York
$3.82M -$109K -270 -3%
TA
3715
TKG Advisors
Indiana
$3.81M +$3.5M +8,641 +546%
OWA
3716
Outlook Wealth Advisors
Texas
$3.81M -$80.9K -200 -2%
SFG
3717
Seamount Financial Group
Colorado
$3.81M -$32.4K -80 -0.8%
CWA
3718
Cascade Wealth Advisors
Washington
$3.8M -$107K -265 -3%
ACM
3719
Alessandra Capital Management
California
$3.8M -$133K -328 -3%
RCG
3720
Ridge Creek Global
Ohio
$3.79M -$140K -345 -3%
SSW
3721
Smith Shellnut Wilson
Mississippi
$3.79M -$52.2K -129 -1%
KFG
3722
Kelly Financial Group
Connecticut
$3.79M +$17.4K +43 +0.4%
PCP
3723
Panoramic Capital Partners
Oregon
$3.79M -$2.83M -7,004 -41%
LF
3724
Lighthouse Financial
Florida
$3.78M -$12.5K -31 -0.3%
NWAG
3725
Net Worth Advisory Group
Utah
$3.78M -$1.93M -4,777 -32%
147 148
149
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