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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
5651
Mullooly Asset Management
New Jersey
$354K +$91.7K +446 +34%
EPW
5652
Evergreen Private Wealth
Colorado
$354K – – –
BS
5653
Brighton Securities
New York
$354K +$29K +141 +9%
TWM
5654
Trinity Wealth Management
Pennsylvania
$351K +$361K +1,754 New
R
5655
Rebalance
California
$351K -$150K -730 -29%
SAFS
5656
S&A Financial Services
Kansas
$350K -$82.4K -401 -19%
CWM
5657
ClientFirst Wealth Management
Arkansas
$350K – – –
SA
5658
swisspartners Advisors
Switzerland
$350K – – –
GWA
5659
Gutierrez Wealth Advisory
Arkansas
$349K +$6.17K +30 +2%
LAMC
5660
Longview Asset Management (California)
California
$348K -$41.1K -200 -10%
RTC
5661
Riverview Trust Company
Washington
$348K – – –
MWA
5662
Merkkuri Wealth Advisors
New York
$348K +$42.8K +208 +14%
RL
5663
Retireful LLC
Michigan
$348K +$16.9K +82 +5%
BSTWA
5664
Blake Schutter Theil Wealth Advisors
Ohio
$347K – – –
EWM
5665
Echo Wealth Management
Minnesota
$346K -$55.5K -270 -14%
LHEI
5666
Leo H. Evart Inc
California
$344K +$18.9K +92 +6%
DC
5667
Darrow Company
Massachusetts
$343K +$63.9K +311 +22%
GA
5668
Gordian Advisors
Arizona
$342K -$102K -498 -23%
TFG
5669
Team Financial Group
California
$342K +$21.4K +104 +6%
MPW
5670
MASECO Private Wealth
$341K -$24.3K -118 -6%
DC
5671
Dahring Cusmano
Michigan
$341K +$47.9K +233 +16%
IWM
5672
Inlight Wealth Management
Georgia
$340K +$21K +102 +6%
TAWM
5673
Three Arch Wealth Management
California
$339K +$2.06K +10 +0.6%
HIC
5674
Harvey Investment Company
Kentucky
$338K -$16.4K -80 -5%
DE
5675
DV Equities
Illinois
$337K +$347K +1,686 New
225 226
227
228 229