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Name Holding Trade Value Shares
Change 		Change in
Stake
CWR
5151
Chico Wealth RIA
California
$782K +$2.04K +5 +0.2%
OWM
5152
Orca Wealth Management
Florida
$781K +$47.7K +117 +6%
B
5153
BetterWealth
California
$780K -$151K -370 -15%
SFMG
5154
Sage Financial Management Group
Virginia
$777K – – –
RWM
5155
Raffa Wealth Management
District of Columbia
$777K -$47.3K -116 -5%
OWA
5156
Oak Wealth Advisors
Illinois
$777K -$145K -355 -15%
BCM
5157
Beaumont Capital Management
Massachusetts
$776K +$843K +2,068 New
ACM
5158
Ardent Capital Management
Ohio
$776K – – –
DWMS
5159
Dominguez Wealth Management Solutions
Virginia
$773K +$96.6K +237 +13%
CWM
5160
Copia Wealth Management
Oregon
$772K -$30.6K -75 -4%
HIA
5161
HTG Investment Advisors
Connecticut
$771K -$53.4K -131 -6%
BAWM
5162
Bennett Associates Wealth Management
Pennsylvania
$770K -$117K -286 -12%
MWA
5163
Martel Wealth Advisors
Washington
$769K -$12.2K -30 -1%
IWP
5164
IAG Wealth Partners
Wisconsin
$769K +$26.9K +66 +3%
HCRE
5165
Hoya Capital Real Estate
Connecticut
$767K – – –
BWM
5166
Brickley Wealth Management
California
$767K +$60.7K +149 +8%
OGF
5167
Orin Green Financial
California
$767K +$871K +2,136 New
HPCM
5168
Hunter Perkins Capital Management
Illinois
$764K +$79.5K +195 +11%
SC
5169
Schubert & Co
Texas
$764K +$171K +420 +26%
HWM
5170
HRC Wealth Management
Idaho
$764K +$34.2K +84 +4%
WAG
5171
Windsor Advisory Group
Ohio
$762K -$6.12K -15 -0.7%
BFS
5172
Burrus Financial Services
Utah
$762K +$2.04K +5 +0.2%
T
5173
Transce3nd
Texas
$761K -$827K -2,028 -50%
PWM
5174
Puff Wealth Management
New Jersey
$761K +$129K +317 +19%
GFWA
5175
Grey Fox Wealth Advisors
Delaware
$760K +$87.2K +214 +12%
205 206
207
208 209