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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
6201
Gagnon Securities
New York
$246K +$1K +2 +0.4%
AA
6202
AF Advisors
California
$245K +$1K +2 +0.4%
SWTS
6203
Stonehaven Wealth & Tax Solutions
Wisconsin
$245K +$56.1K +112 +28%
GWL
6204
Generations Wealth LLC
Ohio
$244K +$253K +505 New
WHCFA
6205
William Howard & Co Financial Advisors
Tennessee
$244K – – –
VH
6206
VVR Holdings
Washington
$244K +$253K +505 New
VF
6207
Vestment Financial
Minnesota
$244K – – –
BFG
6208
Broussard Financial Group
Louisiana
$244K +$253K +504 New
PA
6209
Prism Advisors
California
$243K -$465K -927 -65%
IW
6210
Imprint Wealth
South Carolina
$243K -$126K -252 -33%
MWP
6211
Moller Wealth Partners
$240K -$501 -1 -0.2%
AIM
6212
Access Investment Management
Georgia
$238K – – –
PFM
6213
Patton Fund Management
Texas
$237K -$35.6K -71 -13%
VWA
6214
Vistica Wealth Advisors
California
$236K +$245K +488 New
WFS
6215
Weitzel Financial Services
Iowa
$235K – – –
RC
6216
Rareview Capital
Nevada
$234K – – –
QHA
6217
Quarry Hill Advisors
Minnesota
$234K -$100K -200 -29%
PWA
6218
Perspective Wealth Advisors
Colorado
$231K +$240K +478 New
MWP
6219
Momentum Wealth Planning
Florida
$230K -$1.95M -3,884 -89%
SAS
6220
SMI Advisory Services
Indiana
$229K – – –
FWM
6221
FLP Wealth Management
Arkansas
$228K -$1.5K -3 -0.6%
ES
6222
ETF Store
Kansas
$227K -$12K -24 -5%
FA
6223
Financial Alternatives
California
$224K -$145K -289 -38%
AIC
6224
Allodium Investment Consultants
Minnesota
$224K +$10K +20 +5%
FEG
6225
Fund Evaluation Group
Ohio
$224K +$233K +464 New
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