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Name Holding Trade Value Shares
Change 		Change in
Stake
BIS
2501
BG Investment Services
Guam
$775K +$617K +1,918 New
NPFS
2502
Novak & Powell Financial Services
Florida
$775K – – –
LSA
2503
Lansing Street Advisors
Pennsylvania
$774K +$20.9K +65 +4%
JF
2504
JSF Financial
California
$774K +$7.08K +22 +1%
JTWM
2505
Jackson Thornton Wealth Management
Alabama
$773K +$616K +1,915 New
HCM
2506
Howland Capital Management
Massachusetts
$773K -$59.5K -185 -9%
HP
2507
Holistic Planning
Texas
$773K +$56.3K +175 +10%
AWC
2508
Adamsbrown Wealth Consultants
Kansas
$771K +$281K +872 +84%
LWM
2509
LongView Wealth Management
Georgia
$771K +$70.1K +218 +13%
PWP
2510
Phillips Wealth Planners
Mississippi
$769K +$3.86K +12 +0.6%
BMM
2511
Berkshire Money Management
Massachusetts
$769K +$613K +1,904 New
RMP
2512
Richards, Merrill & Peterson
Washington
$768K +$612K +1,902 New
MWM
2513
Massachusetts Wealth Management
Massachusetts
$767K +$151K +470 +33%
WWC
2514
Waypoint Wealth Counsel
Georgia
$766K +$39.3K +122 +7%
CCM
2515
Chiron Capital Management
Florida
$765K – – –
JPLA
2516
Joseph P. Lucia & Associates
New York
$764K +$965 +3 +0.2%
AWM
2517
Ariadne Wealth Management
California
$764K +$183K +569 +35%
BBW
2518
Blue Barn Wealth
Utah
$764K +$11.9K +37 +2%
HCM
2519
Hall Capital Management
Rhode Island
$764K +$608K +1,891 New
AWM
2520
Atticus Wealth Management
Florida
$763K – – –
PFA
2521
Professional Financial Advisors
Nebraska
$761K +$17.1K +53 +3%
LSWP
2522
Liberty Square Wealth Partners
Pennsylvania
$761K +$688K +2,139 New
AWG
2523
Altus Wealth Group
Colorado
$758K -$606K -1,885 -50%
WPP
2524
Whalerock Point Partners
Rhode Island
$756K – – –
PAS
2525
PKS Advisory Services
New York
$755K +$602K +1,870 New
99 100
101
102 103