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Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
2976
Tanglewood Legacy Advisors
Texas
$364K – – –
PFA
2977
Pathway Financial Advisors
Vermont
$362K +$15.1K +50 +5%
AFA
2978
AllGen Financial Advisors
Florida
$362K +$301 +1 +0.1%
ACA
2979
Atlas Capital Advisors
Wyoming
$362K +$338K +1,123 +7,019%
CPA
2980
Clear Point Advisors
New York
$361K +$2.11K +7 +0.6%
WAM
2981
Wallington Asset Management
Indiana
$360K +$19.3K +64 +6%
KA
2982
Kooman & Associates
Pennsylvania
$360K +$1.21K +4 +0.4%
LAS
2983
LWM Advisory Services
Florida
$359K -$27.1K -90 -7%
TTWM
2984
TCV Trust & Wealth Management
Virginia
$359K +$12.1K +40 +4%
EWS
2985
Eagle Wealth Strategies
New Jersey
$358K +$340K +1,128 New
KW
2986
KWB Wealth
California
$358K +$9.94K +33 +2%
RCYC
2987
Richard C. Young & Co
Rhode Island
$357K +$339K +1,125 New
MWM
2988
Mascagni Wealth Management
Mississippi
$357K +$8.44K +28 +3%
KWA
2989
Kondo Wealth Advisors
California
$357K +$71.1K +236 +25%
GVCM
2990
Global View Capital Management
Wisconsin
$356K -$24.7K -82 -7%
HCWM
2991
Hidden Cove Wealth Management
Washington
$355K +$42.5K +141 +14%
IFPG
2992
Intrepid Financial Planning Group
Indiana
$355K +$10.5K +35 +3%
PA
2993
Persium Advisors
Georgia
$355K +$337K +1,117 New
RLWM
2994
RF&L Wealth Management
Massachusetts
$354K -$4.52K -15 -1%
BBNB
2995
Baker Boyer National Bank
Washington
$354K +$49.4K +164 +17%
SDAM
2996
Shulman DeMeo Asset Management
New York
$354K -$62.4K -207 -16%
WCM
2997
Wealthcare Capital Management
Virginia
$354K -$225K -747 -40%
DWM
2998
Dogwood Wealth Management
Kansas
$353K +$222K +737 +164%
FPWM
2999
FSB Premier Wealth Management
Iowa
$353K +$37.4K +124 +13%
BA
3000
BCM Advisors
Louisiana
$353K +$18.1K +60 +6%
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