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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
5126
Compton Wealth Advisory Group
Virginia
$336K – – –
PWM
5127
Provident Wealth Management
Tennessee
$335K +$20K +115 +7%
TFG
5128
Tilson Financial Group
New Jersey
$334K +$18K +103 +6%
AWP
5129
Accretive Wealth Partners
New Jersey
$333K +$20.9K +120 +7%
VWA
5130
VSM Wealth Advisory
Maryland
$333K -$5.58K -32 -2%
1L
5131
10Elms LLP
Oklahoma
$331K +$51.1K +293 +20%
BDWCC
5132
B&D White Capital Company
Texas
$331K +$309K +1,773 New
WWA
5133
Wingate Wealth Advisors
Massachusetts
$329K +$74.6K +428 +32%
BIM
5134
Bullseye Investment Management
Ohio
$329K – – –
SA
5135
swisspartners Advisors
Switzerland
$327K – – –
CWM
5136
ClientFirst Wealth Management
Arkansas
$327K – – –
FS
5137
Ferguson Shapiro
Georgia
$326K +$872 +5 +0.3%
KBG
5138
Kahn Brothers Group
New York
$325K +$303K +1,740 New
AC
5139
Annandale Capital
Texas
$324K -$10.8K -62 -3%
MFS
5140
Madrid Financial Services
California
$322K +$301K +1,728 New
JSA
5141
Jacobson & Schmitt Advisors
Wisconsin
$321K +$300K +1,720 New
BSTWA
5142
Blake Schutter Theil Wealth Advisors
Ohio
$321K -$56.3K -323 -16%
KWM
5143
Kiker Wealth Management
Georgia
$320K +$12.4K +71 +4%
ATC
5144
Advantage Trust Company
Kansas
$318K -$261K -1,500 -47%
OPPS
5145
Obsidian Personal Planning Solutions
Maryland
$318K +$28.2K +162 +11%
PA
5146
Promethium Advisors
Maryland
$317K +$296K +1,700 New
LFA
5147
LGT Financial Advisors
Texas
$317K -$10.5K -60 -3%
KWM
5148
Kaydan Wealth Management
Michigan
$316K +$1.05K +6 +0.4%
TFG
5149
Team Financial Group
California
$316K +$174 +1 +0.1%
SF
5150
SWP Financial
California
$315K -$25.8K -148 -8%
204 205
206
207 208