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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
5526
Nestegg Advisors
New York
$480K – – –
WLG
5527
Williamson Legacy Group
Indiana
$480K -$21.7K -50 -5%
BC
5528
Bridgefront Capital
Texas
$480K +$419K +964 New
RWA
5529
Resolute Wealth Advisor
Ohio
$478K +$561K +1,291 New
BWM
5530
Benchmark Wealth Management
Connecticut
$474K – – –
IWC
5531
Infinity Wealth Counsel
Ohio
$474K -$17.8K -41 -4%
TCFP
5532
Treasure Coast Financial Planning
Florida
$474K -$7.82K -18 -2%
PWM
5533
Pacific Wealth Management
California
$472K +$128K +294 +45%
BFS
5534
Beacon Financial Strategies
North Carolina
$468K – – –
CCM
5535
Causeway Capital Management
California
$468K – – –
WWWM
5536
White Wing Wealth Management
Texas
$465K +$34.7K +80 +9%
PWP
5537
PrairieView Wealth Partners
Illinois
$463K – – –
HC
5538
Hoese & Co
Minnesota
$463K +$27.8K +64 +7%
SC
5539
Sykon Capital
New York
$461K +$46K +106 +13%
BWM
5540
Boyd Wealth Management
California
$461K +$402K +926 New
EL
5541
EQ LLC
Washington
$459K +$46.9K +108 +13%
RWP
5542
Ridgeline Wealth Planning
Ohio
$455K +$84.7K +195 +27%
BAWC
5543
Boyce & Associates Wealth Consulting
Texas
$455K +$188K +433 New
LG
5544
LAM Group
Oregon
$454K -$5.65K -13 -1%
M
5545
MYeCFO
California
$453K +$31.7K +73 +9%
WAM
5546
WFA Asset Management
Wisconsin
$453K -$1.3K -3 -0.3%
ECM
5547
EMC Capital Management
Texas
$452K -$630K -1,450 -61%
LAM
5548
LECAP Asset Management
United Kingdom
$450K +$393K +905 New
DWM
5549
David Wealth Management
Virginia
$449K +$71.7K +165 +22%
CCA
5550
Clarity Capital Advisors
Florida
$449K -$31.3K -72 -7%
220 221
222
223 224