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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
4301
GoalFusion Wealth Management
Texas
$462K +$451K +1,498 New
AWM
4302
Altus Wealth Management
Kentucky
$461K +$50.5K +168 +13%
TF
4303
Theory Financial
Colorado
$458K -$22.3K -74 -5%
PIN
4304
Prudent Investors Network
California
$458K +$78.2K +260 +21%
APS
4305
American Planning Services
Florida
$456K +$58.4K +194 +15%
GWA
4306
Geometric Wealth Advisors
District of Columbia
$452K +$15.9K +53 +4%
JCM
4307
J2 Capital Management
Michigan
$450K -$113K -374 -20%
CWR
4308
Chico Wealth RIA
California
$449K +$438K +1,456 New
DT
4309
Daniels + Tansey
Delaware
$447K +$1.8K +6 +0.4%
CWM
4310
Chicago Wealth Management
Illinois
$443K – – –
BWM
4311
Benchmark Wealth Management
Connecticut
$440K -$19.3K -64 -4%
TPW
4312
TL Private Wealth
Texas
$440K – – –
TFA
4313
TPG Financial Advisors
Oregon
$438K – – –
MA
4314
Maxele Advisors
Missouri
$437K -$54.2K -180 -11%
KWP
4315
Keystone Wealth Partners
Arizona
$437K -$149K -496 -26%
GWAM
4316
Guardian Wealth Advisors (Minnesota)
Minnesota
$433K -$1.5K -5 -0.4%
FWM
4317
Fortress Wealth Management
California
$433K +$45.1K +150 +12%
TA
4318
Teramo Advisors
Florida
$432K – – –
DMKJ
4319
David M. Knott Jr
$431K – – –
LHWM
4320
Lake Hills Wealth Management
Texas
$426K -$296K -983 -42%
FCT
4321
Family Capital Trust
Massachusetts
$426K -$200K -665 -32%
IA
4322
Inspire Advisors
Idaho
$426K -$16.8K -56 -4%
ICM
4323
Ionic Capital Management
New York
$425K +$414K +1,377 New
TA
4324
Townsend & Associates
Colorado
$421K -$57.2K -190 -12%
FWM
4325
ForthRight Wealth Management
Georgia
$420K +$42.1K +140 +11%
171 172
173
174 175