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Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2551
N.E.W. Advisory Services
Wisconsin
$439K +$44.9K +1,630 +12%
SWIM
2552
Smallwood Wealth Investment Management
New Jersey
$439K +$411K +14,930 New
MWM
2553
MorganRosel Wealth Management
Colorado
$438K -$50.1K -1,820 -11%
FWI
2554
Facet Wealth Inc
Maryland
$437K +$55.9K +2,030 +16%
NGA
2555
Naples Global Advisors
Florida
$437K +$120K +4,350 +41%
VDI
2556
Vaughan David Investments
Illinois
$436K – – –
PIA
2557
Pinion Investment Advisors
Kansas
$436K +$52.6K +1,910 +15%
WWG
2558
West Wealth Group
California
$434K +$406K +14,760 New
EI
2559
Ellevest Inc
New York
$433K -$275 -10 -0.1%
AGP
2560
Autumn Glory Partners
Texas
$433K +$406K +14,750 New
CSIA
2561
Charles Schwab Investment Advisory
California
$432K -$30.8K -1,120 -7%
BWA
2562
Bordeaux Wealth Advisors
California
$432K +$404K +14,680 New
ARG
2563
Advisory Resource Group
Oklahoma
$431K -$10.2K -370 -2%
CA
2564
Carson Advisory
Georgia
$429K +$402K +14,600 New
FA
2565
Fermata Advisors
California
$428K -$47.9K -1,740 -11%
FI
2566
Financial Insights
Washington
$428K – – –
OTL
2567
Oak Thistle LLC
New York
$428K +$401K +14,570 New
MCM
2568
Mengis Capital Management
Oregon
$427K -$3.3K -120 -0.8%
EWA
2569
EverSource Wealth Advisors
Alabama
$427K +$399K +14,500 New
GF
2570
Gries Financial
Ohio
$426K +$825 +30 +0.2%
RZH
2571
Relyea Zuckerberg Hanson
Connecticut
$426K +$85.6K +3,110 +21%
LTI
2572
Laffer Tengler Investments
Tennessee
$426K – – –
ACM
2573
Anfield Capital Management
California
$425K +$46.5K +1,690 +13%
YWS
2574
Yarger Wealth Strategies
Ohio
$425K +$398K +14,460 New
PAM
2575
Palisade Asset Management
Minnesota
$424K – – –
101 102
103
104 105