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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
3826
BXM Wealth
Colorado
$291K +$10.2K +30 +4%
MAM
3827
Meeder Asset Management
Ohio
$291K +$146K +431 +108%
LFS
3828
Legacy Financial Strategies
Kansas
$291K -$55.5K -164 -16%
VWM
3829
Vermillion Wealth Management
Minnesota
$291K – – –
HAS
3830
Holland Advisory Services
Florida
$289K – – –
WWM
3831
Waterway Wealth Management
Texas
$289K +$30.8K +91 +12%
MWPCG
3832
Measured Wealth Private Client Group
New Hampshire
$289K -$131K -388 -32%
MFA
3833
Morling Financial Advisors
California
$288K +$278K +823 New
XPN
3834
XY Planning Network
Montana
$287K -$22K -65 -7%
MCM
3835
M1 Capital Management
Michigan
$287K -$18.9K -56 -6%
GFA
3836
Gallagher Fiduciary Advisors
Illinois
$287K +$1.69K +5 +0.6%
SWM
3837
Silverlake Wealth Management
Vermont
$286K +$25.4K +75 +10%
SPP
3838
Single Point Partners
Massachusetts
$286K +$53.8K +159 +24%
THCM
3839
Taylor Hoffman Capital Management
Virginia
$286K – – –
TW
3840
Towerpoint Wealth
California
$286K -$35.2K -104 -11%
HFS
3841
Hoge Financial Services
Pennsylvania
$285K +$29.8K +88 +12%
BWMG
3842
Barnes Wealth Management Group
California
$285K -$22.7K -67 -8%
FDDB
3843
Fidelity D&D Bancorp
Pennsylvania
$285K – – –
DW
3844
Durante & Waters
New York
$285K – – –
HBFP
3845
Henderson Brothers Financial Partners
Pennsylvania
$284K +$274K +811 New
WIM
3846
Westside Investment Management
California
$284K – – –
SCA
3847
Sulzberger Capital Advisors
Florida
$284K +$12.9K +38 +5%
SIC
3848
SFE Investment Counsel
California
$284K +$47K +139 +21%
SA
3849
Skyline Advisors
Washington
$283K -$8.8K -26 -3%
AIP
3850
Almanack Investment Partners
Pennsylvania
$283K -$189K -559 -41%
152 153
154
155 156