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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
4376
Heartwood Wealth Advisors
Virginia
$1.71M +$554K +2,974 +48%
KFP
4377
Keener Financial Planning
Texas
$1.71M +$364K +1,957 +27%
ACMA
4378
Arbor Capital Management (Alaska)
Alaska
$1.7M +$42.4K +228 +3%
WFA
4379
WestHill Financial Advisors
California
$1.7M -$132K -711 -7%
AIA
4380
Armor Investment Advisors
North Carolina
$1.7M -$180K -965 -10%
NMC
4381
Nine Masts Capital
Hong Kong
$1.7M +$1.7M +9,121 New
AAS
4382
Asset Allocation Strategies
Michigan
$1.7M +$13.2K +71 +0.8%
CW
4383
Code Waechter
Florida
$1.7M +$233K +1,254 +16%
PA
4384
Prossimo Advisors
California
$1.7M +$90.5K +486 +6%
BH
4385
Burk Holdings
Oklahoma
$1.69M +$264K +1,417 +18%
IAS
4386
Investment Advisory Services
Texas
$1.69M -$96.4K -518 -5%
BFP
4387
Briaud Financial Planning
Texas
$1.69M -$102K -549 -6%
FWM
4388
Fonville Wealth Management
Virginia
$1.69M +$309K +1,662 +22%
MWM
4389
Maimon Wealth Management
Israel
$1.69M +$1.69M +9,064 New
NLWP
4390
Next Level Wealth Planning
Idaho
$1.69M – – –
BMC
4391
Bear Mountain Capital
Washington
$1.69M -$102K -548 -6%
WAS
4392
Wealth Advisory Solutions
Indiana
$1.69M -$13.6K -73 -0.8%
BSG
4393
Black Swift Group
Colorado
$1.68M +$852K +4,575 +141%
PCM
4394
Pincus Capital Management
New York
$1.68M +$1.68M +9,025 New
PWM
4395
Paulson Wealth Management
Illinois
$1.68M +$35K +188 +2%
MW
4396
Mueller Wealth
Wisconsin
$1.68M +$1.68M +9,001 New
JE
4397
JMAC Enterprises
Pennsylvania
$1.68M +$18.6K +100 +1%
DFA
4398
DHJJ Financial Advisors
Illinois
$1.68M +$1.12K +6 +0.1%
PC
4399
Pecaut & Co
Iowa
$1.68M -$2.06M -11,081 -55%
BCA
4400
Bay Capital Advisors
Virginia
$1.67M -$284K -1,527 -15%
174 175
176
177 178