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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWM
5276
Bright Futures Wealth Management
New York
$1.3M +$35.1K +70 +3%
VPWA
5277
Vestia Personal Wealth Advisors
Indiana
$1.29M +$19K +38 +1%
BH
5278
Burk Holdings
Oklahoma
$1.29M +$240K +479 +22%
TWM
5279
TSA Wealth Management
Texas
$1.29M -$42.6K -85 -3%
OAM
5280
Oberweis Asset Management
Illinois
$1.29M – – –
HHWM
5281
Hiley Hunt Wealth Management
Nebraska
$1.29M -$13.5K -27 -1%
MI
5282
Moneywise Inc
Virginia
$1.29M -$216K -431 -14%
PIC
5283
Portland Investment Counsel
Ontario, Canada
$1.29M – – –
LFA
5284
Lauterbach Financial Advisors
Texas
$1.28M +$202K +403 +18%
QWM
5285
Quaker Wealth Management
New Jersey
$1.28M +$30.1K +60 +2%
SP
5286
SWS Partners
Ohio
$1.28M +$13.5K +27 +1%
QP
5287
Quartz Partners
New York
$1.28M -$2.2M -4,390 -62%
TB
5288
Terril Brothers
Missouri
$1.28M +$10.5K +21 +0.8%
CCM
5289
Colorado Capital Management
Colorado
$1.27M -$126K -252 -9%
MSWA
5290
Marshall & Sterling Wealth Advisors
New York
$1.27M -$308K -615 -19%
MWM
5291
Melfa Wealth Management
Massachusetts
$1.27M -$3.01K -6 -0.2%
BAWM
5292
Bennett Associates Wealth Management
Pennsylvania
$1.27M +$346K +691 +36%
FWM
5293
FFT Wealth Management
Pennsylvania
$1.27M -$10K -20 -0.8%
RWS
5294
Retirement Wealth Solutions
Wisconsin
$1.27M -$4.51K -9 -0.3%
CPC
5295
Cadia Private Client
New Jersey
$1.27M +$1.31M +2,617 New
SL
5296
SWMG LLC
Texas
$1.26M -$204K -407 -11%
IFA
5297
Independence Financial Advisors
New Hampshire
$1.26M +$7.02K +14 +0.5%
TC
5298
TAGStone Capital
North Carolina
$1.26M +$130K +260 +11%
FWA
5299
FORM Wealth Advisors
Wisconsin
$1.26M +$1.31M +2,607 New
WAM
5300
WealthCare Asset Management
Missouri
$1.26M +$1.22M +2,425 New
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