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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1101
JPL Wealth Management
Colorado
$20.8K -$12.4K -26 -37%
TWD
1102
True Wealth Design
Ohio
$20.2K -$5.72K -12 -21%
EP
1103
Essential Partners
California
$20.2K -$5.24K -11 -20%
EWM
1104
Evermay Wealth Management
Virginia
$19.3K +$9.06K +19 +83%
KFI
1105
Key Financial Inc
Pennsylvania
$19.3K -$7.15K -15 -26%
WA
1106
Westfuller Advisors
New York
$19.3K – – –
AFC
1107
Ares Financial Consulting
California
$18.8K -$15.3K -32 -44%
GCM
1108
Gunpowder Capital Management
Maryland
$18.8K – – –
WAS
1109
Winch Advisory Services
Wisconsin
$18.8K +$4.77K +10 +32%
HWP
1110
Highline Wealth Partners
California
$18.8K +$9.06K +19 +86%
FA
1111
Fedenia Advisers
Wisconsin
$18.8K +$19.5K +41 New
CCC
1112
Chelsea Counsel Company
California
$18.4K – – –
KFP
1113
Kerr Financial Planning
California
$18.4K – – –
PK
1114
Pflug Koory
Nebraska
$18.4K – – –
MSG
1115
Main Street Group
Virginia
$18.4K +$7.15K +15 +60%
OAJ
1116
Ogorek Anthony Joseph
New York
$18K – – –
APFP
1117
Action Point Financial Planning
Michigan
$17.9K +$19.1K +40 New
GIA
1118
GHP Investment Advisors
Colorado
$17.4K -$46.2K -97 -72%
SWP
1119
Strategic Wealth Partners
Ohio
$17.4K -$10.5K -22 -37%
CI
1120
CX Institutional
Indiana
$17K +$17.6K +37 New
IA
1121
IFG Advisory
Georgia
$17K +$17.6K +37 New
CVM
1122
Cheviot Value Management
California
$16.1K – – –
TM
1123
Torren Management
California
$16.1K – – –
AWA
1124
Acumen Wealth Advisors
Tennessee
$16.1K +$2.38K +5 +17%
EWP
1125
Elevation Wealth Partners
California
$16.1K +$16.7K +35 New
43 44
45
46 47