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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
5076
Marshall & Sullivan
Washington
$265K +$211K +1,680 New
AWP
5077
Accretive Wealth Partners
New Jersey
$263K +$210K +1,666 New
IWM
5078
Inlight Wealth Management
Georgia
$262K +$5.41K +43 +3%
KWM
5079
Kiker Wealth Management
Georgia
$260K -$8.43K -67 -4%
VF
5080
Vista Finance
Missouri
$258K +$206K +1,635 New
BRIA
5081
Balanced Rock Investment Advisors
Massachusetts
$258K +$205K +1,632 New
LP
5082
LGL Partners
Pennsylvania
$257K +$179K +1,420 New
EA
5083
Evergreen Advisors
Tennessee
$256K -$108K -857 -35%
TIM
5084
Thompson Investment Management
Wisconsin
$256K – – –
WFS
5085
Weitzel Financial Services
Iowa
$256K +$176K +1,395 New
TPF
5086
Tribridge Partners Financial
Maryland
$256K +$204K +1,621 New
SFSG
5087
Sound Financial Strategies Group
Mississippi
$256K +$204K +1,620 New
AIA
5088
Arbor Investment Advisors
North Carolina
$256K +$204K +1,619 New
PSA
5089
Plum Street Advisors
Louisiana
$254K -$63.3K -503 -24%
PS
5090
Portfolio Strategies
New York
$253K +$202K +1,604 New
NQWM
5091
Northwest Quadrant Wealth Management
Oregon
$253K +$201K +1,600 New
BP
5092
BCK Partners
New York
$253K +$201K +1,600 New
WFS
5093
Walker Financial Services
Kentucky
$253K +$201K +1,599 New
IP
5094
Isthmus Partners
Wisconsin
$252K +$201K +1,595 New
KHC
5095
Koesten Hirschmann & Crabtree
Kansas
$252K +$168K +1,333 +513%
JAA
5096
Joel Adams & Associates
North Carolina
$251K -$50.3K -400 -20%
LFWA
5097
LBJ Family Wealth Advisors
Texas
$251K +$200K +1,592 New
BS
5098
Brighton Securities
New York
$251K -$57.6K -458 -22%
ECM
5099
Exchange Capital Management
Michigan
$251K +$200K +1,586 New
BOC
5100
Bull Oak Capital
California
$250K +$199K +1,585 New
202 203
204
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