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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
3976
Tilia Fiduciary Partners
North Carolina
$672K +$31.4K +266 +5%
CHJWM
3977
Carlton Hofferkamp & Jenks Wealth Management
Texas
$670K +$217K +1,838 +59%
BBI
3978
Baxter Bros Inc
Connecticut
$670K +$35.6K +301 +6%
HFRG
3979
Houlihan Financial Resource Group
Virginia
$669K – – –
WCM
3980
Weik Capital Management
Pennsylvania
$668K – – –
GCM
3981
Greenland Capital Management
New York
$667K -$1.8M -15,252 -74%
FWM
3982
FSA Wealth Management
Massachusetts
$663K +$645K +5,462 New
AWM
3983
Act Wealth Management
Texas
$661K -$224K -1,895 -26%
MWM
3984
Mittelman Wealth Management
Massachusetts
$661K – – –
CCM
3985
Colorado Capital Management
Colorado
$660K +$16.3K +138 +3%
SRWM
3986
Shira Ridge Wealth Management
California
$658K +$11.8K +100 +2%
MWS
3987
Maxwell Wealth Strategies
California
$658K +$6.02K +51 +1%
SC
3988
Shearwater Capital
Colorado
$658K -$780K -6,605 -55%
W
3989
WealthCollab
Washington
$657K -$97.3K -824 -13%
KFS
3990
Keynote Financial Services
Connecticut
$657K +$174K +1,469 +37%
ACM
3991
Absolute Capital Management
Pennsylvania
$656K -$64.8K -549 -9%
OAJ
3992
Ogorek Anthony Joseph
New York
$655K – – –
MFG
3993
Midwest Financial Group
Kansas
$653K +$26.6K +225 +4%
PRI
3994
Prepared Retirement Institute
Pennsylvania
$651K – – –
WIC
3995
Wilkins Investment Counsel
Massachusetts
$651K – – –
PWS
3996
Peloton Wealth Strategists
Indiana
$650K -$23K -195 -4%
AWA
3997
Aquire Wealth Advisors
Utah
$650K +$21.5K +182 +4%
SFG
3998
Seamount Financial Group
Colorado
$650K -$776K -6,572 -55%
KFS
3999
Kelly Financial Services
Massachusetts
$649K -$118 -1 -0%
MLRA
4000
Main Line Retirement Advisors
Montana
$649K +$95.7K +810 +18%
158 159
160
161 162