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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3526
Beaird Harris Wealth Management
Texas
$252K -$21K -28 -11%
OPWM
3527
Oakwell Private Wealth Management
Texas
$252K +$163K +218 New
DWS
3528
Discipline Wealth Solutions
South Carolina
$252K +$163K +218 New
SEP
3529
Southland Equity Partners
Missouri
$252K +$163K +218 New
KNFPWM
3530
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$251K +$163K +218 New
CT
3531
Colonial Trust
South Carolina
$251K -$27.7K -37 -15%
HWA
3532
Heritage Wealth Architects
Minnesota
$251K -$99.7K -133 -33%
FF
3533
Foronjy Financial
California
$250K +$163K +217 New
RFG
3534
REAP Financial Group
Texas
$250K +$163K +217 New
RFO
3535
RiverGlades Family Offices
Florida
$250K +$163K +217 New
KHC
3536
Koesten Hirschmann & Crabtree
Kansas
$250K +$162K +216 New
BWFA
3537
Baltimore-Washington Financial Advisors
Maryland
$249K +$162K +216 New
RWS
3538
RASP Wealth Solutions
Indiana
$249K +$162K +216 New
BSG
3539
Black Swift Group
Colorado
$248K +$161K +215 New
IA
3540
Invested Advisors
Pennsylvania
$248K +$161K +215 New
LFWA
3541
LiftPoint Family Wealth Advisors
New Jersey
$248K +$161K +215 New
HA
3542
Harfst & Associates
Wyoming
$247K +$160K +214 New
BW
3543
Balance Wealth
Ohio
$247K +$160K +214 New
OM
3544
OV Management
Minnesota
$246K – – –
BWP
3545
Baldwin Wealth Partners
Massachusetts
$246K +$160K +213 New
CIM
3546
Catalyst Investment Management
New Hampshire
$246K +$160K +213 New
OCPWS
3547
One Charles Private Wealth Services
Massachusetts
$246K +$160K +213 New
BWM
3548
BankPlus Wealth Management
Mississippi
$245K +$160K +213 New
WF
3549
WoodTrust Financial
Wisconsin
$245K +$159K +212 New
BFP
3550
Beacon Financial Planning
Massachusetts
$245K +$159K +212 New
140 141
142
143 144