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Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2801
Global Wealth Strategies & Associates
Colorado
$435K -$11.4K -38 -3%
TMWM
2802
Taylor & Morgan Wealth Management
Michigan
$435K +$5.12K +17 +1%
AA
2803
Argent Advisors
Louisiana
$435K +$37.4K +124 +10%
HA
2804
Helium Advisors
Washington
$435K +$72K +239 +21%
WP
2805
Wealthspan Partners
Iowa
$435K +$6.03K +20 +1%
FWTB
2806
First Western Trust Bank
Colorado
$435K +$91K +302 +28%
EFG
2807
Embree Financial Group
Illinois
$434K +$37.4K +124 +10%
SVCP
2808
Silicon Valley Capital Partners
California
$434K -$95.2K -316 -19%
TF
2809
Tompkins Financial
New York
$434K -$209K -695 -34%
RWA
2810
River Wealth Advisors
Pennsylvania
$434K +$176K +583 +75%
HFM
2811
Hartford Funds Management
Pennsylvania
$434K +$94.3K +313 +30%
MHR
2812
Matthew Hamilton Rosenberg
$433K – – –
WFS
2813
Weitzel Financial Services
Iowa
$433K +$7.83K +26 +2%
EP
2814
EPIQ Partners
Minnesota
$432K -$77.1K -256 -16%
DFA
2815
Delta Financial Advisors
Louisiana
$432K – – –
WF
2816
Wayfinding Financial
Washington
$432K +$93.4K +310 +28%
AWMT
2817
AAFMAA Wealth Management & Trust
North Carolina
$431K -$106K -352 -21%
CFS
2818
Commonwealth Financial Services
West Virginia
$430K +$131K +436 +47%
PA
2819
Pineridge Advisors
Missouri
$430K +$904 +3 +0.2%
VWM
2820
Vermillion Wealth Management
Minnesota
$428K -$40.4K -134 -9%
ODIJL
2821
One Day In July LLC
Vermont
$427K -$141K -467 -26%
PAI
2822
Pittenger & Anderson Inc
Nebraska
$427K -$75K -249 -16%
4WM
2823
44 Wealth Management
Oregon
$427K +$68.4K +227 +20%
SA
2824
Sylvest Advisors
Texas
$427K +$405K +1,344 New
HCM
2825
Hengehold Capital Management
Ohio
$427K -$12.4K -41 -3%
111 112
113
114 115