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Name Holding Trade Value Shares
Change 		Change in
Stake
SEM
4501
Strategic Equity Management
Arizona
$542K – – –
IW
4502
Instrumental Wealth
Florida
$541K -$17.6K -56 -3%
GWM
4503
GoalFusion Wealth Management
Texas
$541K -$8.46K -27 -2%
MSWMA
4504
Market Street Wealth Management Advisors
Indiana
$539K +$17.2K +55 +4%
SIS
4505
Strategic Investment Solutions
Illinois
$536K -$813K -2,595 -62%
RFP
4506
Root Financial Partners
California
$536K +$125K +399 +34%
AWM
4507
AAF Wealth Management
Massachusetts
$533K -$6.58K -21 -1%
CWM
4508
Capital Wealth Management
Rhode Island
$533K – – –
MWM
4509
MorganRosel Wealth Management
Colorado
$533K +$104K +331 +27%
FA
4510
Fiducient Advisors
Illinois
$532K +$41.7K +133 +9%
TFA
4511
TPG Financial Advisors
Oregon
$529K +$38.2K +122 +9%
NECFA
4512
New England Capital Financial Advisors
Connecticut
$529K -$31K -99 -6%
EPWM
4513
Essex Private Wealth Management
Massachusetts
$525K -$1.57K -5 -0.3%
MWM
4514
MBE Wealth Management
Wisconsin
$524K +$6.58K +21 +1%
TPW
4515
TL Private Wealth
Texas
$522K – – –
WMWM
4516
Whitaker-Myers Wealth Managers
Ohio
$521K +$95.3K +304 +25%
NI
4517
NFC Investments
Tennessee
$520K -$7.83K -25 -2%
MM
4518
Meridian Management
Arkansas
$520K +$63.6K +203 +15%
LIM
4519
Lagoda Investment Management
New York
$519K – – –
SCP
4520
Stevens Capital Partners
Nebraska
$516K +$9.09K +29 +2%
AWMNH
4521
Arcadia Wealth Management (New Hampshire)
New Hampshire
$516K +$25.4K +81 +6%
LC
4522
Longitude (Cayman)
Cayman Islands
$511K -$251K -800 -35%
TIM
4523
Triad Investment Management
California
$511K – – –
TCA
4524
Troluce Capital Advisors
Puerto Rico
$511K +$470K +1,500 New
LFA
4525
Level Financial Advisors
New York
$509K +$12.2K +39 +3%
179 180
181
182 183