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Name Holding Trade Value Shares
Change 		Change in
Stake
FW
3076
Fairway Wealth
Ohio
$149K – – –
VL
3077
Vima LLC
Michigan
$148K +$182K +2,070 New
HCMG
3078
Howard Capital Management Group
California
$144K -$34.1K -387 -16%
GWS
3079
Greykasell Wealth Strategies
California
$144K – – –
PB
3080
Pinnacle Bancorp
Nebraska
$142K +$16.2K +184 +10%
MCA
3081
McGuire Capital Advisors
Oklahoma
$142K -$2.91K -33 -2%
CJ
3082
Caitlin John
Michigan
$140K +$64.2K +729 +59%
GWP
3083
Gen-Wealth Partners
Michigan
$139K -$13.8K -157 -7%
APFP
3084
Action Point Financial Planning
Michigan
$139K +$171K +1,938 New
GJIA
3085
Glass Jacobson Investment Advisors
Maryland
$137K +$2.2K +25 +1%
FNWA
3086
Financial Network Wealth Advisors
Utah
$135K -$5.72K -65 -3%
CA
3087
Centerpoint Advisors
Massachusetts
$134K – – –
RDFA
3088
Ritter Daniher Financial Advisory
Ohio
$134K – – –
PWM
3089
Peterson Wealth Management
Nevada
$134K +$71.2K +808 +76%
SIM
3090
Synergy Investment Management
Florida
$133K +$13.3K +151 +9%
S
3091
Sachetta
Massachusetts
$133K +$5.9K +67 +4%
HHCP
3092
Hilton Head Capital Partners
South Carolina
$131K -$4.4K -50 -3%
VIS
3093
Vega Investment Solutions
France
$131K -$24.7K -280 -13%
CFS
3094
CGC Financial Services
Oregon
$126K – – –
P
3095
Palladiem
Pennsylvania
$126K -$48.4K -550 -24%
SR
3096
Syntax Research
Florida
$125K – – –
RWM
3097
Rialto Wealth Management
New York
$121K +$3.61K +41 +2%
HFS
3098
Hughes Financial Services
Virginia
$120K +$12.9K +146 +9%
1NWS
3099
1 North Wealth Services
Maryland
$119K – – –
CVM
3100
Cheviot Value Management
California
$119K +$13.2K +150 +10%
122 123
124
125 126