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Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
3326
JTC Employer Solutions Trustee
Jersey
$603K – – –
ACM
3327
Aster Capital Management
United Arab Emirates
$603K +$592K +1,698 New
HA
3328
Hofer & Associates
California
$602K +$349 +1 +0.1%
FWP
3329
Firethorn Wealth Partners
Georgia
$602K +$11.5K +33 +2%
LRWA
3330
Long Run Wealth Advisors
New York
$602K +$68.7K +197 +13%
DI
3331
Disciplined Investors
Texas
$601K – – –
IF
3332
Integrity Financial
Wyoming
$601K +$153K +440 +35%
NAG
3333
Northstar Advisory Group
New Jersey
$600K +$3.14K +9 +0.5%
ACC
3334
Acorn Creek Capital
Colorado
$600K +$2.79K +8 +0.5%
EW
3335
Element Wealth
Mississippi
$600K -$18.1K -52 -3%
CIG
3336
Cairn Investment Group
Washington
$597K -$69.7K -200 -11%
SWM
3337
Seed Wealth Management
Illinois
$594K – – –
TWPM
3338
Total Wealth Planning & Management
Florida
$594K -$23.7K -68 -4%
CWA
3339
CM Wealth Advisors
Ohio
$593K -$19.5K -56 -3%
AA
3340
AJ Advisors
Tennessee
$593K -$2.09K -6 -0.4%
WF
3341
Wayfinding Financial
Washington
$593K -$74.6K -214 -11%
MKC
3342
M. Kraus & Co
Vermont
$592K – – –
SPAS
3343
Spectrum Planning & Advisory Services
California
$592K +$365K +1,047 +169%
PL
3344
Parthenon LLC
Kentucky
$590K +$16K +46 +3%
CFP
3345
Cascade Financial Partners
California
$590K – – –
MWM
3346
Manske Wealth Management
Texas
$590K +$27.2K +78 +5%
CIM
3347
Contravisory Investment Management
Massachusetts
$589K +$22.7K +65 +4%
TPBG
3348
Turning Point Benefit Group
Maryland
$588K +$42.2K +121 +8%
UWPG
3349
Ullmann Wealth Partners Group
Florida
$588K +$36.2K +104 +7%
FSA
3350
Financial Security Advisor
Virginia
$584K +$41.8K +120 +8%
132 133
134
135 136