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Name Holding Trade Value Shares
Change 		Change in
Stake
SWAG
2826
Spectrum Wealth Advisory Group
California
$231K +$25.2K +106 +13%
VBCG
2827
Valley Brook Capital Group
Pennsylvania
$231K +$15.4K +65 +8%
AWM
2828
Aries Wealth Management
Maine
$230K -$25K -105 -10%
WCWM
2829
Willow Creek Wealth Management
California
$230K -$55.1K -232 -20%
AWG
2830
Altus Wealth Group
Colorado
$230K +$220K +926 New
MSCM
2831
McElhenny Sheffield Capital Management
Texas
$230K +$23.1K +97 +11%
RT
2832
Rockland Trust
Massachusetts
$230K +$4.51K +19 +2%
SI
2833
Seeds Investor
New York
$229K +$219K +923 New
LFP
2834
Lakeshore Financial Planning
Michigan
$229K – – –
ACP
2835
Aviance Capital Partners
Florida
$228K -$463K -1,947 -68%
SCM
2836
Stonebridge Capital Management
California
$228K -$17.8K -75 -8%
UWM
2837
USAdvisors Wealth Management
Minnesota
$228K +$219K +921 New
JHCP
2838
Jackson Hole Capital Partners
Oklahoma
$228K +$19.7K +83 +10%
YWM
2839
Yoder Wealth Management
California
$227K +$6.18K +26 +3%
BFG
2840
Beacon Financial Group
Texas
$227K +$217K +912 New
5SA
2841
5th Street Advisors
Connecticut
$227K – – –
BHWM
2842
Bar Harbor Wealth Management
New Hampshire
$226K – – –
AWA
2843
Archvest Wealth Advisors
California
$226K +$217K +911 New
SFG
2844
Sunburst Financial Group
Alabama
$226K +$216K +909 New
BIM
2845
Bullseye Investment Management
Ohio
$226K +$216K +909 New
HAFS
2846
Hapanowicz & Associates Financial Services
Pennsylvania
$225K +$20.9K +88 +11%
FIM
2847
FWL Investment Management
Texas
$224K +$29.5K +124 +16%
MSWM
2848
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$214K +901 New
BI
2849
Ballast Inc
Kentucky
$224K +$7.13K +30 +3%
DCM
2850
Donaldson Capital Management
Indiana
$223K -$448K -1,883 -68%
112 113
114
115 116