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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3226
Adams Wealth Management
Utah
$205K -$163K -1,515 -41%
CI
3227
CacheTech Inc
Utah
$205K -$163K -1,515 -41%
GRA
3228
Golden Road Advisors
Florida
$205K -$23.5K -218 -9%
BF
3229
Baring Financial
Washington
$204K +$33.5K +311 +17%
BIM
3230
Bridges Investment Management
Nebraska
$204K -$912K -8,460 -80%
AF
3231
AGP Franklin
Tennessee
$204K – – –
AWS
3232
Arkfeld Wealth Strategies
Nebraska
$204K +$10.5K +97 +5%
BRPW
3233
Ballast Rock Private Wealth
South Carolina
$204K +$234K +2,172 New
GHI
3234
Gross & Hartman Investments
Pennsylvania
$203K +$233K +2,163 New
BOSSRA
3235
B.O.S.S. Retirement Advisors
Utah
$202K -$113K -1,044 -33%
BFA
3236
Bright Financial Advisors
Michigan
$202K – – –
GPA
3237
Garrison Point Advisors
California
$202K +$16.2K +150 +8%
TWM
3238
Triton Wealth Management
Arizona
$201K +$270K +2,506 New
TRIA
3239
Trail Ridge Investment Advisors
Colorado
$201K +$7.22K +67 +3%
WGAM
3240
Wilkinson Global Asset Management
New York
$201K +$2.69K +25 +1%
FFC
3241
Frederick Financial Consultants
Maryland
$201K +$31.3K +290 +16%
WCM
3242
WealthTrak Capital Management
Virginia
$200K +$1.62K +15 +0.7%
GWP
3243
Gen-Wealth Partners
Michigan
$197K -$66.4K -616 -23%
CPG
3244
Cornerstone Planning Group
New Jersey
$195K +$33.1K +307 +15%
SIC
3245
SJS Investment Consulting
Ohio
$193K -$2.16K -20 -1%
MSWM
3246
Mowery & Schoenfeld Wealth Management
Illinois
$191K +$42K +390 +24%
CFG
3247
CKW Financial Group
Hawaii
$188K – – –
GWS
3248
Greykasell Wealth Strategies
California
$187K – – –
QA
3249
Quattro Advisors
Pennsylvania
$178K +$204K +1,893 New
RDFA
3250
Ritter Daniher Financial Advisory
Ohio
$175K +$1.08K +10 +0.5%
128 129
130
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