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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
2401
H&H Retirement Design & Management
Nevada
$450K +$538K +6,106 New
IIA
2402
Integrity Investment Advisors
Colorado
$449K -$13.3K -151 -2%
TWM
2403
Thrive Wealth Management
Pennsylvania
$448K -$46K -522 -8%
EV
2404
EJMK Ventures
Illinois
$448K -$191K -2,174 -26%
WFI
2405
West Family Investments
California
$447K -$226K -2,567 -29%
SMA
2406
Sage Mountain Advisors
Georgia
$446K +$275K +3,119 +100%
AGC
2407
Aspen Grove Capital
Colorado
$445K -$22.8K -259 -4%
PW
2408
Paladin Wealth
Minnesota
$444K -$179K -2,027 -25%
BWP
2409
Burling Wealth Partners
Illinois
$444K -$125K -1,418 -19%
OAJ
2410
Ogorek Anthony Joseph
New York
$443K +$22.3K +253 +4%
SDWMA
2411
Schneider Downs Wealth Management Advisors
Pennsylvania
$443K +$21.1K +240 +4%
EIG
2412
Ellenbecker Investment Group
Wisconsin
$442K +$262K +2,972 +92%
PWM
2413
Prentice Wealth Management
New York
$442K -$3.35K -38 -0.6%
ET
2414
Equitable Trust
Tennessee
$441K -$29.7K -337 -5%
NG
2415
Navigation Group
California
$441K +$123K +1,400 +29%
BA
2416
Ballast Advisors
Minnesota
$440K – – –
RAM
2417
Readystate Asset Management
Illinois
$440K -$2.02M -22,938 -79%
MCM
2418
Militia Capital Management
Texas
$438K – – –
ECM
2419
Ethos Capital Management
Pennsylvania
$437K -$1.63M -18,471 -75%
OC
2420
Oakworth Capital
Alabama
$436K +$86.7K +985 +20%
BMC
2421
Bear Mountain Capital
Washington
$436K – – –
WPP
2422
Whalerock Point Partners
Rhode Island
$435K -$4.4K -50 -0.8%
IWS
2423
Insight Wealth Strategies
California
$435K -$23.2K -263 -4%
OWP
2424
Obermeyer Wealth Partners
Colorado
$434K +$176 +2 +0%
RFW
2425
Redwood Family Wealth
Texas
$434K +$536K +6,081 New
95 96
97
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