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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3276
Amplius Wealth Advisors
Pennsylvania
$211K +$194K +2,198 New
NAM
3277
NTV Asset Management
West Virginia
$211K -$85.5K -970 -31%
DFP
3278
Donalies Financial Planning
District of Columbia
$211K – – –
WAOI
3279
Wealth Advisors of Iowa
Iowa
$211K – – –
B
3280
Bensler
Washington
$210K -$16.4M -186,059 -99%
AIS
3281
AM Investment Strategies
Tennessee
$210K -$6.17K -70 -3%
BI
3282
Beckerman Institutional
New Jersey
$210K +$192K +2,180 New
PPG
3283
Peak Planning Group
Colorado
$210K -$7.22K -82 -4%
FCCM
3284
First City Capital Management
Georgia
$209K +$191K +2,170 New
PI
3285
Pachira Investments
California
$209K +$191K +2,170 New
WWMP
3286
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$208K +$191K +2,165 New
KF
3287
KKM Financial
Illinois
$208K – – –
TSMHT
3288
Thurston Springer Miller Herd & Titak
Indiana
$207K +$93.8K +1,065 +98%
PWA
3289
PCG Wealth Advisors
Kansas
$207K -$8.81K -100 -4%
KOC
3290
Koss-Olinger Consulting
Florida
$207K -$793K -8,996 -81%
VWM
3291
Vigilare Wealth Management
Arizona
$207K -$529K -6,004 -74%
BRPW
3292
Ballast Rock Private Wealth
South Carolina
$206K -$2.82K -32 -1%
GCWM
3293
Graham Capital Wealth Management
District of Columbia
$206K +$189K +2,140 New
AA
3294
ACT Advisors
North Carolina
$205K +$188K +2,136 New
WKSWA
3295
White Knight Strategic Wealth Advisors
New Jersey
$205K +$188K +2,136 New
PCM
3296
Presidio Capital Management
California
$205K +$188K +2,132 New
JA
3297
JVL Associates
Michigan
$205K +$187K +2,127 New
VBFP
3298
Valtinson Bruner Financial Planning
Minnesota
$204K +$187K +2,126 New
AWA
3299
A4 Wealth Advisors
North Carolina
$204K -$23.2K -263 -11%
CCA
3300
Cora Capital Advisors
New Jersey
$204K -$9.25K -105 -5%
130 131
132
133 134