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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
4676
Flywheel Private Wealth
California
$393K – – –
SA
4677
Sylvest Advisors
Texas
$393K -$55.4K -437 -11%
BSWM
4678
Boston Standard Wealth Management
Massachusetts
$391K -$14.7M -115,893 -97%
BAM
4679
BLKBRD Asset Management
Connecticut
$391K +$457K +3,605 New
TVM
4680
True Vision MN
Minnesota
$391K -$36.6K -289 -7%
MCM
4681
McRae Capital Management
New Jersey
$390K -$6.34K -50 -1%
CFA
4682
Camarda Financial Advisors
Florida
$390K -$2.26M -17,821 -83%
WCWM
4683
Willow Creek Wealth Management
California
$389K +$146K +1,154 +47%
WFG
4684
Wills Financial Group
Virginia
$388K +$23.4K +185 +5%
LAM
4685
LECAP Asset Management
United Kingdom
$387K +$452K +3,568 New
PIN
4686
Prudent Investors Network
California
$385K -$48.3K -381 -10%
NLP
4687
Next Level Private
New York
$385K +$23.7K +187 +6%
FWMP
4688
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$385K – – –
VBFP
4689
Valtinson Bruner Financial Planning
Minnesota
$384K -$59.6K -470 -12%
FFWA
4690
Forthright Family Wealth Advisory
Texas
$384K -$60.7K -479 -12%
LWA
4691
Lifelong Wealth Advisors
Minnesota
$382K +$16K +126 +4%
PRS
4692
Pinkerton Retirement Specialists
Idaho
$382K -$870K -6,862 -66%
BWS
4693
Buck Wealth Strategies
Colorado
$382K +$31.4K +248 +8%
ACM
4694
Argyle Capital Management
Pennsylvania
$379K – – –
RCM
4695
RMR Capital Management
California
$378K +$21.4K +169 +5%
RFA
4696
Reyes Financial Architecture
California
$378K -$936K -7,388 -68%
JCIA
4697
Jackson Creek Investment Advisors
Colorado
$377K +$440K +3,474 New
CCC
4698
Chelsea Counsel Company
California
$376K -$5.7K -45 -1%
CSWG
4699
Cardinal Strategic Wealth Guidance
Kentucky
$375K +$4.31K +34 +1%
HH
4700
HWG Holdings
Texas
$373K -$10.9M -86,233 -96%
186 187
188
189 190