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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
5626
Inlight Wealth Management
Georgia
$340K +$21K +102 +6%
TAWM
5627
Three Arch Wealth Management
California
$339K +$2.06K +10 +0.6%
HIC
5628
Harvey Investment Company
Kentucky
$338K -$16.4K -80 -5%
DE
5629
DV Equities
Illinois
$337K +$347K +1,686 New
BP
5630
BCK Partners
New York
$336K +$13K +63 +4%
SCFS
5631
Stewardship Concepts Financial Services
Washington
$335K +$74.6K +363 +28%
FC
5632
Family CFO
California
$334K +$343K +1,670 New
IP
5633
Isthmus Partners
Wisconsin
$332K -$18.9K -92 -5%
NWA
5634
Northwest Wealth Advisors
Washington
$331K +$33.7K +164 +11%
WHCFA
5635
William Howard & Co Financial Advisors
Tennessee
$330K – – –
BOC
5636
Bull Oak Capital
California
$329K +$41.1K +200 +14%
GF
5637
Gimbal Financial
Indiana
$328K +$337K +1,637 New
AAG
5638
Avalon Advisory Group
Pennsylvania
$326K – – –
VWA
5639
Vistica Wealth Advisors
California
$326K -$44.8K -218 -12%
MFS
5640
Madrid Financial Services
California
$325K – – –
LS
5641
LCW Services
Virginia
$324K – – –
CFA
5642
CWS Financial Advisors
Michigan
$321K +$9.25K +45 +3%
SA
5643
Seneschal Advisors
Washington
$320K +$30.8K +150 +10%
TCTWM
5644
Three Cord True Wealth Management
Pennsylvania
$320K +$411 +2 +0.1%
TA
5645
Tectonic Advisors
Texas
$318K +$411 +2 +0.1%
JAA
5646
Joel Adams & Associates
North Carolina
$318K – – –
HA
5647
Hegarty Advisors
New York
$318K +$411 +2 +0.1%
FWA
5648
FORM Wealth Advisors
Wisconsin
$318K -$10.1K -49 -3%
PHWM
5649
Palatine Hill Wealth Management
Michigan
$316K +$29.4K +143 +10%
GWM
5650
Graybill Wealth Management
Illinois
$316K -$5.14K -25 -2%
224 225
226
227 228