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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
4001
Athena Investment Management
California
$576K -$12K -119 -2%
MWS
4002
Maxwell Wealth Strategies
California
$574K – – –
HWA
4003
Hilltop Wealth Advisors
North Carolina
$570K +$222K +2,195 +91%
PA
4004
Prism Advisors
California
$567K -$202 -2 -0%
VBFP
4005
Valtinson Bruner Financial Planning
Minnesota
$565K -$4.75K -47 -1%
TTWM
4006
TCV Trust & Wealth Management
Virginia
$565K +$15.2K +150 +3%
TVM
4007
True Vision MN
Minnesota
$564K -$6.57K -65 -1%
SAS
4008
SMI Advisory Services
Indiana
$562K +$433K +4,280 New
TSS
4009
Thomas Story & Son
Indiana
$562K +$460K +4,550 New
CMG
4010
Cavalry Management Group
California
$560K -$59.4K -588 -11%
MLRA
4011
Main Line Retirement Advisors
Montana
$560K -$139K -1,379 -23%
PPA
4012
Painted Porch Advisors
California
$559K +$19.8K +196 +5%
FG
4013
Fairman Group
Pennsylvania
$559K -$202K -1,999 -31%
HIA
4014
HTG Investment Advisors
Connecticut
$556K +$92.4K +914 +25%
JDR
4015
Jay D. Rosenbaum
$556K -$65.7K -650 -13%
BFPW
4016
BOK Financial Private Wealth
Colorado
$555K -$103K -1,020 -19%
AAMA
4017
Advanced Asset Management Advisors
Ohio
$553K +$16.2K +160 +4%
PCMF
4018
Private Capital Management (Florida)
Florida
$552K +$506 +5 +0.1%
KSWWM
4019
Keyes Stange & Wooten Wealth Management
Florida
$551K +$120K +1,191 +36%
OFA
4020
Oak Family Advisors
Illinois
$549K -$40.4K -400 -8%
TWM
4021
Trevian Wealth Management
Massachusetts
$546K – – –
WC
4022
Weil Company
California
$546K +$48.3K +478 +12%
CWM
4023
C2C Wealth Management
Arizona
$545K +$446K +4,415 New
SM
4024
Sensible Money
Arizona
$544K -$157K -1,553 -26%
SFS
4025
Searcy Financial Services
Kansas
$541K +$56.9K +563 +15%
159 160
161
162 163