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Name Holding Trade Value Shares
Change 		Change in
Stake
6F
2526
626 Financial
Michigan
$209K +$220K +789 New
WFA
2527
WestHill Financial Advisors
California
$209K +$220K +789 New
BHWM
2528
Bar Harbor Wealth Management
New Hampshire
$208K -$211K -756 -49%
FBC
2529
Fairfield, Bush & Co
Connecticut
$208K -$41.9K -150 -16%
AIM
2530
Avity Investment Management
Connecticut
$208K +$219K +783 New
KLCM
2531
KG&L Capital Management
Louisiana
$208K +$219K +785 New
3F
2532
360 Financial
Minnesota
$208K +$220K +786 New
BIM
2533
Bullseye Investment Management
Ohio
$208K +$220K +786 New
FLA
2534
Financial Life Advisors
Texas
$208K +$220K +786 New
GG
2535
GenWealth Group
New Jersey
$208K +$220K +786 New
SPAS
2536
Spectrum Planning & Advisory Services
California
$207K +$218K +780 New
HC
2537
Henshaw Capital
Massachusetts
$206K +$217K +777 New
KWM
2538
Kanen Wealth Management
Florida
$205K +$216K +774 New
MA
2539
MAS Advisors
Florida
$205K -$92.2K -330 -30%
SIG
2540
Spinnaker Investment Group
California
$205K +$214K +765 New
FA
2541
Financial Advisors
Massachusetts
$204K – – –
BOC
2542
Bull Oak Capital
California
$204K +$214K +768 New
NFG
2543
Norris Financial Group
South Carolina
$204K +$214K +768 New
BBPWM
2544
Blue Bell Private Wealth Management
Pennsylvania
$203K +$10.3K +37 +5%
LRWA
2545
Long Run Wealth Advisors
New York
$203K +$214K +765 New
NF
2546
Nikulski Financial
Iowa
$203K +$214K +765 New
JWM
2547
Jackson Wealth Management
Florida
$202K +$212K +760 New
FWM
2548
Fortress Wealth Management
California
$202K +$213K +762 New
WHCI
2549
W.H. Cornerstone Investments
Massachusetts
$202K +$261K +935 New
BAM
2550
Banta Asset Management
California
$201K +$211K +756 New
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