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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3651
Fortress Wealth Management
California
$398K -$349 -1 -0.1%
WIM
3652
Westside Investment Management
California
$397K +$106K +305 +38%
FAN
3653
Financial Advisors Network
California
$397K – – –
EWA
3654
Encompass Wealth Advisors
Oregon
$396K +$2.09K +6 +0.5%
SWRP
3655
Summit Wealth & Retirement Planning
California
$396K – – –
TCMP
3656
Thrive Capital Management (Pennsylvania)
Pennsylvania
$396K +$98.6K +283 +34%
WWP
3657
Waypoint Wealth Partners
California
$395K -$10.1K -29 -3%
EMCIP
3658
Ewing Morris & Co Investment Partners
Ontario, Canada
$394K +$50.2K +144 +15%
EL
3659
Essex LLC
Illinois
$394K -$9.76K -28 -2%
JPG
3660
Jordan Park Group
California
$394K – – –
DTL
3661
Dynamic Technology Lab
Singapore
$394K +$387K +1,110 New
MSA
3662
McAlister Sweet & Associates
Texas
$393K – – –
IWP
3663
Innova Wealth Partners
Pennsylvania
$393K +$22.3K +64 +6%
VCP
3664
Vista Capital Partners
Oregon
$392K +$62.7K +180 +19%
CSF
3665
Capital Squared Financial
Maryland
$391K +$384K +1,102 New
OFG
3666
OmniStar Financial Group
North Carolina
$389K +$25.8K +74 +7%
MWPCG
3667
Measured Wealth Private Client Group
New Hampshire
$388K +$94.1K +270 +33%
SWK
3668
Stephen W. Kidder
$388K +$17.8K +51 +5%
LFASL
3669
Lugano Financial Advisors SA (LFA)
Switzerland
$387K +$35.2K +101 +10%
SHF
3670
Stage Harbor Financial
Massachusetts
$387K -$175K -503 -32%
FL
3671
FreeGulliver LLC
Louisiana
$387K -$146K -420 -28%
HGWM
3672
Horst & Graben Wealth Management
Oregon
$387K +$22K +63 +6%
BDFN
3673
Bond & Devick Financial Network
Minnesota
$386K -$5.23K -15 -1%
JFGLC
3674
Johnson Financial Group LLC (Colorado)
Colorado
$385K -$411K -1,178 -52%
PPW
3675
Pasadena Private Wealth
California
$385K – – –
145 146
147
148 149