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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
3401
Iams Wealth Management
Nebraska
$302K +$315K +1,149 New
MLFP
3402
MPS Loria Financial Planners
Illinois
$300K – – –
MWM
3403
MinichMacGregor Wealth Management
New York
$299K -$6.58K -24 -2%
EL
3404
Essex LLC
Illinois
$299K – – –
FWM
3405
Fortress Wealth Management
California
$298K – – –
WA
3406
WealthTrust Axiom
Pennsylvania
$298K – – –
PWA
3407
Phoenix Wealth Advisors
North Carolina
$297K +$84.1K +307 +37%
PSF
3408
Pacific Sun Financial
California
$297K – – –
PAG
3409
Powers Advisory Group
Illinois
$295K +$3.02K +11 +1%
GKIM
3410
GW&K Investment Management
Massachusetts
$295K +$47.1K +172 +18%
VW
3411
Vance Wealth
California
$294K +$14K +51 +5%
GCA
3412
Greenwood Capital Associates
South Carolina
$294K +$34.8K +127 +13%
SOW
3413
State of Wyoming
Wyoming
$293K -$264K -963 -46%
SC
3414
Saturna Capital
Washington
$293K -$13.7K -50 -4%
AIA
3415
AIMZ Investment Advisors
California
$293K +$5.76K +21 +2%
JWM
3416
JFG Wealth Management
Colorado
$292K +$38.6K +141 +15%
DWM
3417
Dechtman Wealth Management
Colorado
$292K +$21.9K +80 +8%
GWA
3418
Geometric Wealth Advisors
District of Columbia
$291K +$17.5K +64 +6%
MSA
3419
McAlister Sweet & Associates
Texas
$291K -$55.9K -204 -16%
NIM
3420
Nexus Investment Management
Ontario, Canada
$288K – – –
T
3421
TCWP
Ohio
$288K +$6.58K +24 +2%
BWM
3422
Birchcreek Wealth Management
Ohio
$288K +$2.47K +9 +0.8%
TWM
3423
Triton Wealth Management
Arizona
$287K -$1.1K -4 -0.4%
BDFN
3424
Bond & Devick Financial Network
Minnesota
$286K – – –
AAM
3425
Ameraudi Asset Management
New York
$286K +$299K +1,090 New
135 136
137
138 139