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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
5551
MA Private Wealth
California
$356K +$355K +1,907 New
SFP
5552
Sterling Financial Planning
New Jersey
$355K +$11.9K +64 +3%
AWP
5553
Accretive Wealth Partners
New Jersey
$354K +$21K +113 +6%
ICP
5554
Ironvine Capital Partners
Nebraska
$351K +$350K +1,880 New
LWM
5555
Level Wealth Management
North Carolina
$350K -$84.7K -455 -20%
MI
5556
Moneywise Inc
Virginia
$348K -$7.45K -40 -2%
EFG
5557
Erickson Financial Group
Pennsylvania
$347K -$74.5K -400 -18%
WN
5558
Williams & Novak
California
$347K +$346K +1,860 New
IWC
5559
Infinity Wealth Counsel
Ohio
$347K – – –
VF
5560
Vista Finance
Missouri
$346K +$40.8K +219 +13%
ACA
5561
Adirondack Capital Advisors
New York
$346K +$345K +1,854 New
DIP
5562
Davis Investment Partners
North Carolina
$346K -$6.14K -33 -2%
AFP
5563
ATLas Financial Planning
Georgia
$345K +$345K +1,851 New
VWA
5564
VSM Wealth Advisory
Maryland
$345K +$12.5K +67 +4%
SWIA
5565
Solano Wealth Investment Advisors
California
$344K -$18.6K -100 -5%
CAM
5566
Cobblestone Asset Management
Virginia
$344K -$36.1K -194 -10%
MAM
5567
Marquette Asset Management
Minnesota
$343K +$1.3K +7 +0.4%
EP
5568
Essential Planning
New Hampshire
$340K +$2.79K +15 +0.8%
GWA
5569
Gutierrez Wealth Advisory
Arkansas
$340K -$41.7K -224 -11%
LSWM
5570
Lorne Steinberg Wealth Management
Canada
$338K -$154K -830 -31%
SCM
5571
Stonehearth Capital Management
Massachusetts
$337K – – –
EF
5572
Entrust Financial
Pennsylvania
$337K +$336K +1,807 New
RRWA
5573
Rainey & Randall Wealth Advisors
Florida
$335K -$24.6K -132 -7%
PWM
5574
Provident Wealth Management
Tennessee
$335K – – –
SAM
5575
Stembrook Asset Management
New Jersey
$335K +$334K +1,797 New
221 222
223
224 225