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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
3301
Ellis Investment Partners
Pennsylvania
$203K +$186K +2,107 New
GWP
3302
Gen-Wealth Partners
Michigan
$202K – – –
NLWP
3303
Next Level Wealth Planning
Idaho
$202K +$185K +2,101 New
PEWA
3304
Pacific Excel Wealth Advisors
California
$202K +$185K +2,100 New
CST
3305
Charles Schwab Trust
Nevada
$202K +$185K +2,100 New
MWA
3306
Madson Wealth Advisors
California
$202K +$185K +2,100 New
HGWM
3307
Horst & Graben Wealth Management
Oregon
$202K +$195K +2,208 New
DF
3308
Dedeker Financial
Minnesota
$202K +$185K +2,097 New
SWM
3309
Sandro Wealth Management
New Jersey
$201K +$184K +2,093 New
SWM
3310
Scissortail Wealth Management
Oklahoma
$201K -$11.8K -134 -6%
FW
3311
Fairway Wealth
Ohio
$201K -$15.9K -180 -8%
XPN
3312
XY Planning Network
Montana
$201K -$11.6K -132 -6%
VDC
3313
Van Diest Capital
Iowa
$200K +$183K +2,082 New
XSC
3314
X-Square Capital
Puerto Rico
$200K +$183K +2,075 New
DI
3315
DAGCO Inc
Ohio
$199K +$82.7K +939 +83%
MCA
3316
McGuire Capital Advisors
Oklahoma
$195K -$26K -295 -13%
GWS
3317
Greykasell Wealth Strategies
California
$193K +$1.76K +20 +1%
RPA
3318
Redwood Park Advisors
California
$192K +$22.6K +256 +15%
CFG
3319
CKW Financial Group
Hawaii
$191K – – –
FNWA
3320
Financial Network Wealth Advisors
Utah
$189K +$90.8K +1,031 +111%
ARC
3321
Advisor Resource Council
Texas
$188K -$115K -1,302 -40%
GJIA
3322
Glass Jacobson Investment Advisors
Maryland
$182K -$217K -2,458 -57%
HHCP
3323
Hilton Head Capital Partners
South Carolina
$182K +$4.41K +50 +3%
1M
3324
1248 Management
Missouri
$181K +$111K +1,260 +203%
CA
3325
Centerpoint Advisors
Massachusetts
$180K – – –
131 132
133
134 135