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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFG
3326
Wall Street Financial Group
Illinois
$570K +$52.3K +151 +10%
AA
3327
AJ Advisors
Tennessee
$569K -$1.04K -3 -0.2%
SCM
3328
Sollinda Capital Management
Florida
$569K -$97.6K -282 -14%
MKC
3329
M. Kraus & Co
Vermont
$569K – – –
IP
3330
Isthmus Partners
Wisconsin
$568K +$576K +1,665 New
PL
3331
Parthenon LLC
Kentucky
$568K – – –
MWM
3332
Manske Wealth Management
Texas
$567K – – –
RFA
3333
Rollins Financial Advisors
New York
$567K -$86.5K -250 -13%
PIWA
3334
Prevail Innovative Wealth Advisors
Kansas
$567K +$17.3K +50 +3%
FWP
3335
Firethorn Wealth Partners
Georgia
$565K -$14.5K -42 -2%
IA
3336
Invested Advisors
Pennsylvania
$564K +$625K +1,805 New
SM
3337
Sweeney & Michel
California
$564K +$9.35K +27 +2%
CA
3338
Clune & Associates
Illinois
$563K -$17.3K -50 -3%
TCM
3339
TruNorth Capital Management
Michigan
$563K -$46.4K -134 -8%
YWM
3340
Yoder Wealth Management
California
$563K +$15.2K +44 +3%
DP
3341
Divergent Planning
Maryland
$561K – – –
TWM
3342
Tanager Wealth Management
United Kingdom
$561K +$243K +701 +74%
SAM
3343
Sherman Asset Management
California
$560K -$71.6K -207 -11%
DLHL
3344
Donald L. Hagan LLC
Florida
$560K -$22.8K -66 -4%
CCA
3345
Carrera Capital Advisors
Michigan
$560K +$29.1K +84 +5%
GKIM
3346
GW&K Investment Management
Massachusetts
$559K +$17.7K +51 +3%
MWS
3347
MFA Wealth Services
California
$559K +$2.08K +6 +0.4%
DWG
3348
Darden Wealth Group
Michigan
$558K +$64.7K +187 +13%
RW
3349
Rede Wealth
Virginia
$557K -$229K -662 -29%
EBA
3350
Eagle Bay Advisors
New York
$557K -$34.6K -100 -6%
132 133
134
135 136