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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
5576
Evergreen Private Wealth
Colorado
$319K +$32.6K +175 +11%
BRIA
5577
Balanced Rock Investment Advisors
Massachusetts
$318K +$44.7K +240 +16%
S
5578
Storgate
Texas
$318K +$318K +1,706 New
KWM
5579
Kaydan Wealth Management
Michigan
$316K – – –
AFA
5580
Alpha Financial Advisors
North Carolina
$316K +$8.19K +44 +3%
FWA
5581
FORM Wealth Advisors
Wisconsin
$314K +$314K +1,686 New
SIC
5582
Sage Investment Counsel
Tennessee
$314K – – –
TIM
5583
Thompson Investment Management
Wisconsin
$311K -$1.3K -7 -0.4%
PP
5584
Pearl Planning
Michigan
$311K +$310K +1,665 New
HIA
5585
HFM Investment Advisors
New Jersey
$309K +$202K +1,086 +190%
MW
5586
Merited Wealth
Florida
$308K +$307K +1,651 New
WHCFA
5587
William Howard & Co Financial Advisors
Tennessee
$308K – – –
AAG
5588
Avalon Advisory Group
Pennsylvania
$304K -$791K -4,250 -72%
TCTWM
5589
Three Cord True Wealth Management
Pennsylvania
$303K +$302K +1,625 New
EA
5590
Evergreen Advisors
Tennessee
$303K +$302K +1,622 New
TPF
5591
Tribridge Partners Financial
Maryland
$302K – – –
LS
5592
LCW Services
Virginia
$302K +$301K +1,618 New
BP
5593
BCK Partners
New York
$301K +$3.16K +17 +1%
SDAM
5594
Shulman DeMeo Asset Management
New York
$301K +$23.3K +125 +8%
WWA
5595
Wingate Wealth Advisors
Massachusetts
$300K -$28.7K -154 -9%
SC
5596
Schiavi & Co
Delaware
$300K – – –
PWM
5597
Platform Wealth Management
Utah
$300K +$299K +1,607 New
SHJ
5598
Sharkey, Howes & Javer
Colorado
$299K – – –
GWM
5599
Graybill Wealth Management
Illinois
$299K +$15.8K +85 +6%
YAIA
5600
Yanni & Associates Investment Advisors
Pennsylvania
$299K +$298K +1,603 New
222 223
224
225 226