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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
4751
Nicholson Wealth Management Group
South Carolina
$539K +$169K +1,346 +65%
WLIM
4752
White Lighthouse Investment Management
Massachusetts
$537K +$34.9K +277 +9%
FWM
4753
Fingerlakes Wealth Management
New York
$536K -$63.9K -508 -13%
O3W
4754
Omni 360 Wealth
New Jersey
$536K +$163K +1,292 +62%
JCIA
4755
Jackson Creek Investment Advisors
Colorado
$535K -$11.1K -88 -3%
FNWA
4756
Financial Network Wealth Advisors
Utah
$533K +$15.4K +122 +4%
CWP
4757
Clark Wealth Partners
Illinois
$533K +$78.4K +623 +23%
SA
4758
Sylvest Advisors
Texas
$533K -$31.5K -250 -7%
KFG
4759
Kelly Financial Group
Connecticut
$532K +$36.9K +293 +10%
EFG
4760
Ehrlich Financial Group
California
$530K +$10.1K +80 +2%
HFS
4761
Horizon Financial Services
North Carolina
$530K +$81.8K +650 +24%
CCA
4762
Cypress Capital Advisors
Tennessee
$529K +$9.69K +77 +2%
LFASL
4763
Lugano Financial Advisors SA (LFA)
Switzerland
$529K +$294K +2,336 +231%
CA
4764
Corrado Advisors
New Jersey
$527K +$45.9K +365 +12%
DIS
4765
Diversified Investment Strategies
Louisiana
$525K – – –
PIN
4766
Prudent Investors Network
California
$524K -$29.7K -236 -7%
BIA
4767
BHK Investment Advisors
Alabama
$524K +$74.2K +590 +22%
M
4768
MYeCFO
California
$519K +$1.38K +11 +0.3%
AMIM
4769
Aull & Monroe Investment Management
Alabama
$519K -$12.6K -100 -3%
FPW
4770
Flywheel Private Wealth
California
$516K -$45.3K -360 -10%
BWS
4771
BCR Wealth Strategies
Alabama
$514K +$3.52K +28 +0.9%
DWM
4772
Defined Wealth Management
Oregon
$513K +$41.8K +332 +11%
HI
4773
Human Investing
Oregon
$511K +$75K +596 +23%
RWP
4774
Ridgeline Wealth Planning
Ohio
$511K +$62.3K +495 +18%
CAM
4775
Chesapeake Asset Management
New York
$508K +$37.8K +300 +10%
189 190
191
192 193