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Name Holding Trade Value Shares
Change 		Change in
Stake
FGG
4451
Financial Guidance Group
Florida
$548K +$184K +1,454 +40%
LC
4452
Lincoln Capital
Nebraska
$548K +$67.8K +535 +11%
GLLW
4453
Graves Light Lenhart Wealth
Virginia
$547K -$70.5K -556 -10%
FYW
4454
Future You Wealth
New York
$546K -$199K -1,574 -24%
ICMM
4455
Integrated Capital Management (Michigan)
Michigan
$546K +$182K +1,434 +40%
PAM
4456
PVG Asset Management
Colorado
$545K -$150K -1,183 -19%
T
4457
Transce3nd
Texas
$544K -$206K -1,629 -24%
IWP
4458
IAG Wealth Partners
Wisconsin
$544K +$41.2K +325 +7%
FWM
4459
Forefront Wealth Management
Pennsylvania
$543K +$135K +1,065 +27%
BNMT
4460
Bawa N Mallick Trust
New York
$542K – – –
VAM
4461
Valliance Asset Management
Hong Kong
$542K +$634K +5,000 New
EFG
4462
Elios Financial Group
Ohio
$541K +$29.8K +235 +5%
BWM
4463
Brickley Wealth Management
California
$541K +$59.6K +470 +10%
PP
4464
Pacifica Partners
Canada
$541K +$430K +3,390 +176%
CHJWM
4465
Carlton Hofferkamp & Jenks Wealth Management
Texas
$540K -$35.6K -281 -5%
LCG
4466
Lakeshore Capital Group
Illinois
$538K +$629K +4,962 New
EC
4467
Estate Counselors
Wisconsin
$538K -$2.9M -22,900 -82%
BA
4468
Brightwater Advisory
Florida
$536K -$149K -1,175 -19%
RWM
4469
Refined Wealth Management
Utah
$535K -$16.1K -127 -3%
VI
4470
VanderPol Investments
Michigan
$535K -$53K -418 -8%
BF
4471
Brogan Financial
Tennessee
$534K +$146K +1,154 +31%
MF
4472
Montis Financial
Massachusetts
$533K -$122K -965 -16%
CW
4473
Code Waechter
Florida
$533K -$114K -899 -15%
MSWA
4474
Marshall & Sterling Wealth Advisors
New York
$532K +$294K +2,316 +89%
HIW
4475
Holos Integrated Wealth
Pennsylvania
$532K -$253K -2,000 -29%
177 178
179
180 181