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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2926
Willow Creek Wealth Management
California
$307K +$24.4K +200 +8%
WCG
2927
Weaver Consulting Group
California
$307K +$30.5K +250 +11%
AWMG
2928
Alliance Wealth Management Group
New Jersey
$307K +$31.7K +260 +11%
MFG
2929
Mosaic Financial Group
Illinois
$306K – – –
CP
2930
Castleview Partners
Texas
$306K -$134K -1,100 -30%
HBWM
2931
Hollow Brook Wealth Management
New York
$306K – – –
PWM
2932
Puff Wealth Management
New Jersey
$306K +$2.44K +20 +0.8%
MIA
2933
MMBG Investment Advisors
Florida
$306K +$311K +2,550 New
NCM
2934
Noesis Capital Mangement
Florida
$305K -$22K -180 -7%
FAB
2935
First American Bank
Illinois
$305K – – –
MWM
2936
Maripau Wealth Management
Indiana
$304K -$112K -920 -27%
DFG
2937
Demars Financial Group
Washington
$303K +$309K +2,530 New
SFC
2938
Strategic Financial Concepts
Texas
$303K -$14.6K -120 -5%
BIS
2939
BG Investment Services
Guam
$302K – – –
SW
2940
StrongBox Wealth
Missouri
$302K – – –
WAM
2941
Wernau Asset Management
Massachusetts
$301K – – –
CWA
2942
Cura Wealth Advisors
Illinois
$301K +$30.5K +250 +11%
WAOI
2943
Wealth Advisors of Iowa
Iowa
$301K +$39.1K +320 +15%
FW
2944
FullCircle Wealth
Texas
$301K +$23.2K +190 +7%
MW
2945
Members Wealth
Pennsylvania
$300K +$312K +2,560 New
FWM
2946
Fonville Wealth Management
Virginia
$300K -$1.22K -10 -0.4%
AFA
2947
AllGen Financial Advisors
Florida
$300K – – –
PCP
2948
Panoramic Capital Partners
Oregon
$300K +$19.5K +160 +7%
PWA
2949
Physician Wealth Advisors
Utah
$300K +$34.2K +280 +13%
SSA
2950
South Street Advisors
New York
$300K +$305K +2,500 New
116 117
118
119 120