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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
5901
SpringVest Wealth Management
Texas
$534K +$11.5K +23 +2%
WWWM
5902
White Wing Wealth Management
Texas
$532K +$29.6K +59 +6%
RFP
5903
Roth Financial Partners
Texas
$529K – – –
TFA
5904
TrustWell Financial Advisors
Florida
$529K +$548K +1,093 New
B
5905
BetterWealth
California
$527K -$61.6K -123 -10%
AFA
5906
Amicus Financial Advisors
Texas
$527K +$546K +1,090 New
SA
5907
Sunesis Advisors
Kansas
$523K – – –
PIA
5908
Polaris Investment Advisors
Massachusetts
$523K +$542K +1,082 New
TWM
5909
TopTier Wealth Management
Wisconsin
$523K +$542K +1,082 New
NFA
5910
Northwest Financial Advisors
Virginia
$521K -$631K -1,259 -54%
CCA
5911
Cottonwood Capital Advisors
Utah
$520K +$501 +1 +0.1%
AAG
5912
Avalon Advisory Group
Pennsylvania
$519K -$143K -285 -21%
WC
5913
Wexford Capital
Florida
$518K -$157K -313 -23%
SC
5914
Swan Capital
Florida
$517K -$13.5K -27 -2%
BWS
5915
BFI Wealth Solutions
Texas
$516K +$534K +1,066 New
FWMP
5916
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$515K -$106K -212 -17%
BRIA
5917
Balanced Rock Investment Advisors
Massachusetts
$511K -$30.1K -60 -5%
FWM
5918
FMA Wealth Management
Massachusetts
$509K -$8.02K -16 -1%
HP
5919
Highlander Partners
Texas
$508K – – –
SWM
5920
Stonebridge Wealth Management
Illinois
$507K – – –
JPT
5921
Jordan Park Trust
New Hampshire
$507K -$80.7K -161 -13%
OAG
5922
Oakmont Advisory Group
New Mexico
$506K +$524K +1,046 New
MAM
5923
McCarthy Asset Management
California
$505K -$84.2K -168 -14%
VFIC
5924
Valley Forge Investment Consultants
Pennsylvania
$505K -$152K -304 -23%
GG
5925
GenWealth Group
New Jersey
$503K -$45.1K -90 -8%
235 236
237
238 239