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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
5826
FLP Wealth Management
Arkansas
$212K +$218K +1,059 New
PTC
5827
Provident Trust Company
Wisconsin
$212K +$218K +1,058 New
HWA
5828
HighRoad Wealth Advisors
Oregon
$212K -$37.4K -182 -15%
MWM
5829
McMill Wealth Management
Nebraska
$211K +$217K +1,057 New
SFA
5830
Spectrum Financial Alliance
Kentucky
$211K -$70.3K -342 -25%
LCP
5831
Larch Capital Partners
Florida
$210K +$216K +1,050 New
IWS
5832
Intentional Wealth Strategies
Colorado
$210K +$17.1K +83 +9%
OPWM
5833
Oregon Pacific Wealth Management
Oregon
$210K +$215K +1,048 New
UCI
5834
Uncommon Cents Investing
Wisconsin
$208K +$214K +1,041 New
WWA
5835
Wingate Wealth Advisors
Massachusetts
$208K +$214K +1,041 New
BCWM
5836
Ball & Co Wealth Management
Tennessee
$208K +$214K +1,040 New
WFP
5837
Wrenne Financial Planning
Kentucky
$208K +$214K +1,039 New
RWS
5838
Rochester Wealth Strategies
Michigan
$207K +$212K +1,033 New
TWA
5839
Trace Wealth Advisors
California
$206K +$212K +1,032 New
TBFA
5840
Three Bearings Fiduciary Advisors
New Hampshire
$206K – – –
AIA
5841
Arcadia Investment Advisors
Idaho
$206K – – –
MCM
5842
MontVue Capital Management
Virginia
$206K +$212K +1,030 New
TWP
5843
TFO Wealth Partners
Ohio
$206K -$53.5K -260 -20%
TF
5844
TME Financial
California
$205K +$210K +1,022 New
MWM
5845
Magnolia Wealth Management
Alabama
$204K +$206 +1 +0.1%
CIM
5846
Confluence Investment Management
Missouri
$203K +$208K +1,013 New
RCM
5847
Radnor Capital Management
Pennsylvania
$201K +$207K +1,007 New
FWM
5848
Forza Wealth Management
Florida
$200K -$97.7K -475 -32%
WIC
5849
Whitegate Investment Counselors
New Hampshire
$200K +$206K +1,002 New
IMA
5850
Investment Management Associates
Colorado
$200K – – –
232 233
234
235 236