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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3601
Brightwater Advisory
Florida
$332K +$310K +6,690 New
TCM
3602
Tradewinds Capital Management
Washington
$331K +$92.2K +1,990 +42%
AWM
3603
AllSquare Wealth Management
New York
$330K – – –
OCFG
3604
O'Connor Financial Group
Illinois
$329K +$4.17K +90 +1%
WWMSC
3605
Wagner Wealth Management (South Carolina)
South Carolina
$329K +$18.1K +390 +6%
FM
3606
Foster & Motley
Ohio
$328K +$307K +6,620 New
RWM
3607
Refined Wealth Management
Utah
$328K – – –
AWMG
3608
Alliance Wealth Management Group
New Jersey
$328K +$306K +6,610 New
CAG
3609
Compass Advisory Group
New York
$327K -$7.42K -160 -2%
TFP
3610
Traction Financial Partners
Wyoming
$326K +$305K +6,590 New
FWS
3611
FinDec Wealth Services
California
$325K -$5.1K -110 -2%
PWS
3612
Peloton Wealth Strategists
Indiana
$324K -$128K -2,760 -30%
TWA
3613
Tandem Wealth Advisors
Arizona
$323K – – –
DC
3614
Destiny Capital
Colorado
$323K +$303K +6,530 New
ZAM
3615
Zevin Asset Management
Massachusetts
$323K +$54.7K +1,180 +22%
APWM
3616
Atlas Private Wealth Management
New York
$323K – – –
HWM
3617
HRC Wealth Management
Idaho
$323K +$302K +6,510 New
CIC
3618
Cutler Investment Counsel
Oregon
$322K -$34.3K -740 -10%
AI
3619
ArchPoint Investors
Florida
$321K +$301K +6,490 New
PCM
3620
Pointe Capital Management
Michigan
$321K – – –
FF
3621
Francis Financial
$320K +$69.5K +1,500 +30%
TIM
3622
Tortoise Investment Management
New York
$320K +$177K +3,830 +146%
ICM
3623
Islay Capital Management
Texas
$319K – – –
DIA
3624
Davidson Investment Advisors
Montana
$319K +$299K +6,450 New
MKC
3625
M. Kraus & Co
Vermont
$319K +$16.2K +350 +6%
143 144
145
146 147