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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
4676
FSA Wealth Management
Massachusetts
$786K -$15.2K -87 -2%
OFP
4677
OFC Financial Planning
New Jersey
$785K -$488K -2,799 -40%
CWM
4678
Collaborative Wealth Management
Florida
$785K -$18.7K -107 -2%
WCM
4679
Wealthcare Capital Management
Virginia
$783K +$16.9K +97 +2%
WLIM
4680
White Lighthouse Investment Management
Massachusetts
$780K +$137K +785 +23%
DWM
4681
Dopkins Wealth Management
New York
$780K +$1.57K +9 +0.2%
CWM
4682
Chicago Wealth Management
Illinois
$779K – – –
RWS
4683
Retirement Wealth Solutions
Wisconsin
$777K -$1.05K -6 -0.1%
LW
4684
Lauer Wealth
Indiana
$777K +$132K +755 +21%
SFC
4685
Sprinkle Financial Consultants
Colorado
$776K +$40.4K +232 +6%
MTIM
4686
Marathon Trading Investment Management
Pennsylvania
$773K +$81.1K +465 +13%
HIW
4687
Holos Integrated Wealth
Pennsylvania
$773K – – –
CWMA
4688
Capstone Wealth Management (Alabama)
Alabama
$772K -$1.74K -10 -0.2%
CWA
4689
Clearview Wealth Advisors
Oregon
$771K -$14.3K -82 -2%
FI
4690
FWG Investments
Kentucky
$768K -$15.7K -90 -2%
FIC
4691
Family Investment Center
Missouri
$765K -$118K -676 -14%
BHWA
4692
Beacon Harbor Wealth Advisors
Virginia
$765K +$714K +4,098 New
IVP
4693
Intrinsic Value Partners
Arizona
$764K -$227K -1,300 -24%
CPP
4694
Capasso Planning Partners
South Carolina
$762K -$44.8K -257 -6%
MAFA
4695
MJT & Associates Financial Advisory
Minnesota
$761K -$7.5K -43 -1%
GC
4696
Guidance Capital
Kentucky
$760K -$30.5K -175 -4%
CIA
4697
Cape Investment Advisory
Georgia
$758K -$1.38M -7,939 -66%
OWA
4698
ORBA Wealth Advisors
Illinois
$758K -$4.01K -23 -0.6%
AAMA
4699
Advanced Asset Management Advisors
Ohio
$758K -$67.8K -389 -9%
VF
4700
Vawter Financial
Ohio
$753K +$373K +2,140 +113%
186 187
188
189 190