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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
4301
Sage Financial Management Group
Virginia
$349K – – –
TIM
4302
Triad Investment Management
California
$349K – – –
SC
4303
Soundwatch Capital
Connecticut
$349K +$396K +1,500 New
AAG
4304
Avalon Advisory Group
Pennsylvania
$348K +$19.5K +74 +5%
KTA
4305
Keeley-Teton Advisors
Illinois
$344K +$42.2K +160 +12%
W
4306
WorthPointe
California
$342K -$10.8K -41 -3%
LFA
4307
Level Financial Advisors
New York
$339K -$11.1K -42 -3%
CWR
4308
Chico Wealth RIA
California
$339K – – –
SWM
4309
Shakespeare Wealth Management
Wisconsin
$339K +$27.2K +103 +8%
APW
4310
Axim Planning & Wealth
Ohio
$338K +$260K +985 +211%
DT
4311
Daniels + Tansey
Delaware
$337K -$6.07K -23 -2%
CWM
4312
Chicago Wealth Management
Illinois
$335K – – –
BCM
4313
Barrier Capital Management
California
$334K -$9.2M -34,860 -96%
TFA
4314
TPG Financial Advisors
Oregon
$334K +$2.64K +10 +0.7%
FCC
4315
Flower City Capital
New York
$331K +$7.66K +29 +2%
EPWM
4316
Essex Private Wealth Management
Massachusetts
$330K – – –
QTM
4317
qPULA Trading Management
New York
$326K -$545K -2,064 -60%
TA
4318
Teramo Advisors
Florida
$326K – – –
SMF
4319
Sterling Manor Financial
New York
$325K -$237K -896 -39%
MA
4320
Maxele Advisors
Missouri
$323K -$7.39K -28 -2%
DGI
4321
Disciplined Growth Investors
Minnesota
$323K -$436K -1,650 -54%
IWP
4322
IAG Wealth Partners
Wisconsin
$323K +$29K +110 +9%
FCT
4323
Family Capital Trust
Massachusetts
$322K – – –
TWM
4324
Tanager Wealth Management
United Kingdom
$321K – – –
TLFA
4325
True Link Financial Advisors
California
$321K +$8.45K +32 +2%
171 172
173
174 175