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Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
4676
White Lighthouse Investment Management
Massachusetts
$780K +$137K +785 +23%
DWM
4677
Dopkins Wealth Management
New York
$780K +$1.57K +9 +0.2%
CWM
4678
Chicago Wealth Management
Illinois
$779K – – –
RWS
4679
Retirement Wealth Solutions
Wisconsin
$777K -$1.05K -6 -0.1%
LW
4680
Lauer Wealth
Indiana
$777K +$132K +755 +21%
SFC
4681
Sprinkle Financial Consultants
Colorado
$776K +$40.4K +232 +6%
MTIM
4682
Marathon Trading Investment Management
Pennsylvania
$773K +$81.1K +465 +13%
HIW
4683
Holos Integrated Wealth
Pennsylvania
$773K – – –
CWMA
4684
Capstone Wealth Management (Alabama)
Alabama
$772K -$1.74K -10 -0.2%
CWA
4685
Clearview Wealth Advisors
Oregon
$771K -$14.3K -82 -2%
FI
4686
FWG Investments
Kentucky
$768K -$15.7K -90 -2%
FIC
4687
Family Investment Center
Missouri
$765K -$118K -676 -14%
BHWA
4688
Beacon Harbor Wealth Advisors
Virginia
$765K +$714K +4,098 New
IVP
4689
Intrinsic Value Partners
Arizona
$764K -$227K -1,300 -24%
CPP
4690
Capasso Planning Partners
South Carolina
$762K -$44.8K -257 -6%
MAFA
4691
MJT & Associates Financial Advisory
Minnesota
$761K -$7.5K -43 -1%
GC
4692
Guidance Capital
Kentucky
$760K -$30.5K -175 -4%
CIA
4693
Cape Investment Advisory
Georgia
$758K -$1.38M -7,939 -66%
OWA
4694
ORBA Wealth Advisors
Illinois
$758K -$4.01K -23 -0.6%
AAMA
4695
Advanced Asset Management Advisors
Ohio
$758K -$67.8K -389 -9%
VF
4696
Vawter Financial
Ohio
$753K +$373K +2,140 +113%
EHAM
4697
Eagle Harbor Asset Management
Washington
$752K -$3.83K -22 -0.5%
KOMWMG
4698
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$752K -$49.5K -284 -7%
KLI
4699
Kelman-Lazarov Inc
Tennessee
$752K -$219K -1,259 -24%
FCM
4700
Firestone Capital Management
Florida
$749K +$157K +902 +29%
186 187
188
189 190