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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
4551
Long Island Wealth Management
New York
$743K +$344K +2,735 +139%
MLRA
4552
Main Line Retirement Advisors
Montana
$742K -$115K -916 -16%
MF
4553
Montis Financial
Massachusetts
$742K -$28.3K -225 -5%
WWA
4554
Wealth Watch Advisors
Colorado
$741K +$587K +4,662 +107%
SMAM
4555
Sugar Maple Asset Management
Wisconsin
$741K +$79.2K +629 +15%
CM
4556
Cornerstone Management
Georgia
$740K +$228K +1,814 +63%
SOWAS
4557
Silver Oak Wealth Advisors Services
California
$739K – – –
GC
4558
Guidance Capital
Kentucky
$739K -$27.6K -219 -5%
FFWA
4559
Forthright Family Wealth Advisory
Texas
$738K +$142K +1,129 +32%
TFP
4560
Tilia Fiduciary Partners
North Carolina
$737K -$101K -801 -15%
GSAM
4561
Grant Street Asset Management
Pennsylvania
$736K +$118K +936 +25%
FF
4562
Farrell Financial
New York
$735K +$122K +967 +26%
DCBT
4563
Dakota Community Bank & Trust
North Dakota
$735K +$118K +940 +25%
WFPG
4564
Waller Financial Planning Group
Ohio
$734K -$70.1K -557 -11%
AWF
4565
Alpha Wealth Funds
Utah
$732K +$7.42K +59 +1%
RFA
4566
Reyes Financial Architecture
California
$732K +$144K +1,145 +33%
SC
4567
Swan Capital
Florida
$729K +$62K +493 +12%
HNWA
4568
Henrickson Nauta Wealth Advisors
Michigan
$728K +$84.9K +675 +17%
AIM
4569
Athena Investment Management
California
$728K – – –
SWM
4570
SpringVest Wealth Management
Texas
$725K +$10.1K +80 +2%
VFM
4571
Vision Financial Markets
Connecticut
$725K -$63.2K -502 -10%
DWM
4572
DKM Wealth Management
California
$722K -$3.15K -25 -0.5%
T
4573
TrueFG
Texas
$721K +$15.2K +121 +3%
MFS
4574
Miller Financial Services
Michigan
$720K +$47.4K +377 +9%
FWM
4575
Forefront Wealth Management
Pennsylvania
$719K -$57.1K -454 -9%
181 182
183
184 185