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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
5251
ShankerValleau Wealth Advisors
Illinois
$874K – – –
WAM
5252
Weinberger Asset Management
California
$874K +$89K +205 +13%
XPN
5253
XY Planning Network
Montana
$872K +$454K +1,045 +147%
BAWM
5254
Bennett Associates Wealth Management
Pennsylvania
$870K -$132K -303 -15%
SVWG
5255
Shared Vision Wealth Group
United States
$870K +$869 +2 +0.1%
VI
5256
VanderPol Investments
Michigan
$868K -$22.1K -51 -3%
KWM
5257
KMT Wealth Management
California
$867K – – –
TIM
5258
Total Investment Management
Arizona
$866K +$13K +30 +2%
RWM
5259
RMG Wealth Management
Wisconsin
$865K +$736K +1,695 New
PF
5260
Penney Financial
Texas
$864K – – –
HIW
5261
Holos Integrated Wealth
Pennsylvania
$861K -$35.2K -81 -5%
LP
5262
LGL Partners
Pennsylvania
$857K -$53.4K -123 -7%
GWM
5263
Global Wealth Management
New Jersey
$856K +$1.3K +3 +0.2%
AC
5264
Avant Capital
Louisiana
$851K +$245K +565 +49%
SF
5265
Strategent Financial
Virginia
$850K -$47.8K -110 -6%
CWP
5266
Clark Wealth Partners
Illinois
$849K +$86K +198 +13%
LWA
5267
LifeGoal Wealth Advisors
New York
$847K +$145K +333 +24%
PCM
5268
Politan Capital Management
New York
$846K +$739K +1,701 New
KIM
5269
Karpus Investment Management
New York
$846K – – –
AFG
5270
Arkansas Financial Group
Arkansas
$845K +$26.1K +60 +4%
SLT
5271
St Louis Trust
Missouri
$843K – – –
SGI
5272
Swan Global Investments
Colorado
$840K +$129K +297 +21%
BGAI
5273
Bruce G. Allen Investments
Colorado
$840K -$16.9K -39 -2%
CCM
5274
Cutler Capital Management
Massachusetts
$833K -$47.3K -109 -6%
TPW
5275
TL Private Wealth
Texas
$832K – – –
209 210
211
212 213