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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2826
Dechtman Wealth Management
Colorado
$231K -$4.04K -17 -2%
SWAG
2827
Spectrum Wealth Advisory Group
California
$231K +$25.2K +106 +13%
VBCG
2828
Valley Brook Capital Group
Pennsylvania
$231K +$15.4K +65 +8%
AWM
2829
Aries Wealth Management
Maine
$230K -$25K -105 -10%
WCWM
2830
Willow Creek Wealth Management
California
$230K -$55.1K -232 -20%
AWG
2831
Altus Wealth Group
Colorado
$230K +$220K +926 New
MSCM
2832
McElhenny Sheffield Capital Management
Texas
$230K +$23.1K +97 +11%
RT
2833
Rockland Trust
Massachusetts
$230K +$4.51K +19 +2%
SI
2834
Seeds Investor
New York
$229K +$219K +923 New
LFP
2835
Lakeshore Financial Planning
Michigan
$229K – – –
ACP
2836
Aviance Capital Partners
Florida
$228K -$463K -1,947 -68%
SCM
2837
Stonebridge Capital Management
California
$228K -$17.8K -75 -8%
UWM
2838
USAdvisors Wealth Management
Minnesota
$228K +$219K +921 New
JHCP
2839
Jackson Hole Capital Partners
Oklahoma
$228K +$19.7K +83 +10%
YWM
2840
Yoder Wealth Management
California
$227K +$6.18K +26 +3%
BFG
2841
Beacon Financial Group
Texas
$227K +$217K +912 New
5SA
2842
5th Street Advisors
Connecticut
$227K – – –
BHWM
2843
Bar Harbor Wealth Management
New Hampshire
$226K – – –
AWA
2844
Archvest Wealth Advisors
California
$226K +$217K +911 New
SFG
2845
Sunburst Financial Group
Alabama
$226K +$216K +909 New
BIM
2846
Bullseye Investment Management
Ohio
$226K +$216K +909 New
HAFS
2847
Hapanowicz & Associates Financial Services
Pennsylvania
$225K +$20.9K +88 +11%
FIM
2848
FWL Investment Management
Texas
$224K +$29.5K +124 +16%
MSWM
2849
Mowery & Schoenfeld Wealth Management
Illinois
$224K +$214K +901 New
BI
2850
Ballast Inc
Kentucky
$224K +$7.13K +30 +3%
112 113
114
115 116