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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2951
Foronjy Financial
California
$311K +$262K +2,320 New
AWM
2952
Accel Wealth Management
Iowa
$311K -$12.4K -110 -5%
FWM
2953
Fortress Wealth Management
California
$311K – – –
GCWM
2954
Graham Capital Wealth Management
District of Columbia
$311K +$7.92K +70 +3%
WCG
2955
Weaver Consulting Group
California
$309K +$10.2K +90 +4%
AWMG
2956
Alliance Wealth Management Group
New Jersey
$308K – – –
NLWP
2957
Next Level Wealth Planning
Idaho
$308K +$260K +2,300 New
PWM
2958
Power Wealth Management
Georgia
$308K +$260K +2,300 New
BWA
2959
BlueChip Wealth Advisors
Georgia
$307K +$259K +2,290 New
GHA
2960
Granite Harbor Advisors
Texas
$307K – – –
PAG
2961
Poinciana Advisors Group
Florida
$305K +$5.65K +50 +2%
SWM
2962
SilverOak Wealth Management
Minnesota
$305K +$7.92K +70 +3%
IIC
2963
Ironwood Investment Counsel
Arizona
$304K -$3.39K -30 -1%
PBO
2964
Peoples Bank (Ohio)
Ohio
$304K -$35.1K -310 -12%
PCP
2965
Panoramic Capital Partners
Oregon
$304K +$265K +2,340 New
FF
2966
Francis Financial
$303K +$257K +2,270 New
CWA
2967
Cura Wealth Advisors
Illinois
$303K +$1.13K +10 +0.4%
CWM
2968
Challenger Wealth Management
California
$303K +$6.78K +60 +3%
RWMG
2969
Redwood Wealth Management Group
New Jersey
$303K +$12.4K +110 +5%
CIA
2970
Cape Investment Advisory
Georgia
$303K +$33.9K +300 +15%
FG
2971
Fiduciary Group
Georgia
$303K +$256K +2,260 New
DFP
2972
Defined Financial Planning
California
$302K +$271K +2,400 New
SHFA
2973
SS&H Financial Advisors
Michigan
$301K – – –
CSA
2974
Cottage Street Advisors
Massachusetts
$301K -$113K -1,000 -31%
CPW
2975
Crestmont Private Wealth
Texas
$301K +$11.3K +100 +5%
117 118
119
120 121