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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
4001
ORBA Wealth Advisors
Illinois
$581K +$475K +4,702 New
FNBSF
4002
First National Bank Sioux Falls
South Dakota
$579K – – –
BPWM
4003
Black Point Wealth Management
Florida
$576K +$471K +4,662 New
AIM
4004
Athena Investment Management
California
$576K -$12K -119 -2%
MWS
4005
Maxwell Wealth Strategies
California
$574K – – –
HWA
4006
Hilltop Wealth Advisors
North Carolina
$570K +$222K +2,195 +91%
PA
4007
Prism Advisors
California
$567K -$202 -2 -0%
VBFP
4008
Valtinson Bruner Financial Planning
Minnesota
$565K -$4.75K -47 -1%
TTWM
4009
TCV Trust & Wealth Management
Virginia
$565K +$15.2K +150 +3%
TVM
4010
True Vision MN
Minnesota
$564K -$6.57K -65 -1%
SAS
4011
SMI Advisory Services
Indiana
$562K +$433K +4,280 New
TSS
4012
Thomas Story & Son
Indiana
$562K +$460K +4,550 New
CMG
4013
Cavalry Management Group
California
$560K -$59.4K -588 -11%
MLRA
4014
Main Line Retirement Advisors
Montana
$560K -$139K -1,379 -23%
PPA
4015
Painted Porch Advisors
California
$559K +$19.8K +196 +5%
FG
4016
Fairman Group
Pennsylvania
$559K -$202K -1,999 -31%
HIA
4017
HTG Investment Advisors
Connecticut
$556K +$92.4K +914 +25%
JDR
4018
Jay D. Rosenbaum
$556K -$65.7K -650 -13%
BFPW
4019
BOK Financial Private Wealth
Colorado
$555K -$103K -1,020 -19%
AAMA
4020
Advanced Asset Management Advisors
Ohio
$553K +$16.2K +160 +4%
PCMF
4021
Private Capital Management (Florida)
Florida
$552K +$506 +5 +0.1%
KSWWM
4022
Keyes Stange & Wooten Wealth Management
Florida
$551K +$120K +1,191 +36%
OFA
4023
Oak Family Advisors
Illinois
$549K -$40.4K -400 -8%
TWM
4024
Trevian Wealth Management
Massachusetts
$546K – – –
WC
4025
Weil Company
California
$546K +$48.3K +478 +12%
159 160
161
162 163