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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
5426
Ledgewood Wealth Advisors
New Hampshire
$699K – – –
VFIC
5427
Valley Forge Investment Consultants
Pennsylvania
$699K -$102K -199 -13%
SF
5428
Seek First
California
$695K -$8.16K -16 -1%
FIA
5429
FPC Investment Advisory
California
$693K – – –
LFWA
5430
LBJ Family Wealth Advisors
Texas
$692K +$510 +1 +0.1%
MWA
5431
Merkkuri Wealth Advisors
New York
$692K +$29.1K +57 +4%
MAP
5432
Moody Aldrich Partners
Massachusetts
$691K – – –
VFG
5433
Valley Financial Group
Pennsylvania
$689K +$11.7K +23 +2%
5W
5434
5T Wealth
California
$687K -$15.8K -31 -2%
RIG
5435
Ramiah Investment Group
Wisconsin
$685K -$70.4K -138 -9%
NJBEST
5436
New Jersey Better Educational Savings Trust
New Jersey
$685K – – –
FPCG
5437
Forum Private Client Group
Indiana
$683K +$18.9K +37 +3%
DWA
5438
Delta Wealth Advisors
Indiana
$683K – – –
LKBC
5439
L.K. Benson & Company
Maryland
$681K -$141K -277 -17%
AFA
5440
Alpha Financial Advisors
North Carolina
$681K -$21.4K -42 -3%
LL
5441
LPWM LLC
Minnesota
$678K +$8.16K +16 +1%
PAM
5442
PVG Asset Management
Colorado
$678K -$167K -327 -20%
CWM
5443
Capital Wealth Management
Rhode Island
$675K – – –
DWM
5444
DKM Wealth Management
California
$675K +$15.3K +30 +2%
OFG
5445
Omega Financial Group
California
$675K +$53.6K +105 +9%
DFG
5446
Dynamic Financial Group
Iowa
$675K – – –
STFP
5447
Signal Tree Financial Partners
Ohio
$674K -$40.8K -80 -6%
CC
5448
Carlson Capital
Texas
$673K -$102K -200 -13%
CWP
5449
Corepath Wealth Partners
Arizona
$669K +$58.2K +114 +10%
OCM
5450
Objective Capital Management
Ohio
$669K -$3.06K -6 -0.5%
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