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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
4676
Lifelong Wealth Advisors
Minnesota
$457K +$469K +3,403 New
M
4677
MYeCFO
California
$457K +$20.7K +150 +5%
AP
4678
Aspect Partners
Virginia
$456K +$42.9K +311 +10%
WFG
4679
Wills Financial Group
Virginia
$456K +$1.1K +8 +0.2%
MMM
4680
Mendel Money Management
Illinois
$456K +$3.45K +25 +0.7%
CMA
4681
Cedar Mountain Advisors
Oregon
$456K -$138K -1,003 -23%
SC
4682
Soundwatch Capital
Connecticut
$456K +$222K +1,609 +90%
AWA
4683
Authentikos Wealth Advisory
California
$453K +$175K +1,272 +60%
CCM
4684
Cohen Capital Management
California
$453K – – –
NLP
4685
Next Level Private
New York
$452K – – –
TWD
4686
True Wealth Design
Ohio
$450K +$36.1K +262 +8%
SJGA
4687
Stephen J. Garry & Associates
New York
$449K +$21.1K +153 +5%
LGWM
4688
Litman Gregory Wealth Management
California
$448K +$89.6K +650 +24%
DIS
4689
Diversified Investment Strategies
Louisiana
$447K -$41.4K -300 -8%
CRIG
4690
Charter Research & Investment Group
Connecticut
$447K – – –
SG
4691
Strid Group
Pennsylvania
$446K +$214K +1,550 +88%
RCM
4692
RMR Capital Management
California
$446K – – –
ATI
4693
Act Two Investors
California
$445K – – –
MBFW
4694
Morton Brown Family Wealth
Pennsylvania
$442K – – –
RWM
4695
RBA Wealth Management
California
$442K -$86.1K -625 -16%
GF
4696
Goodman Financial
Texas
$441K +$453K +3,286 New
V
4697
VeraBank
Texas
$440K +$38.6K +280 +9%
BWS
4698
Buck Wealth Strategies
Colorado
$440K +$451K +3,274 New
EU
4699
Emory University
Georgia
$439K +$19.6K +142 +5%
ATIA
4700
American Trust Investment Advisors
New Hampshire
$439K – – –
186 187
188
189 190