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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
3976
Wharton Business Group
Pennsylvania
$257K – – –
BFAG
3977
Blackston Financial Advisory Group
Florida
$256K -$25.1K -72 -9%
ODA
3978
One Degree Advisors
California
$255K +$251K +720 New
PWM
3979
Prosperity Wealth Management
California
$254K -$4.18K -12 -2%
RWP
3980
Ridgecrest Wealth Partners
California
$254K +$4.18K +12 +2%
LAM
3981
Lakewood Asset Management
Illinois
$254K +$349 +1 +0.1%
MWA
3982
MFA Wealth Advisors
Pennsylvania
$254K -$161K -463 -39%
GRA
3983
Golden Road Advisors
Florida
$252K +$14.6K +42 +6%
SEP
3984
Southland Equity Partners
Missouri
$252K -$24.4K -70 -9%
SCB
3985
Saudi Central Bank
Saudi Arabia
$252K +$10.1K +29 +4%
VR
3986
Valued Retirements
Texas
$251K -$6.97K -20 -3%
ADMI
3987
Albert D. Mason Inc
Massachusetts
$251K -$1.39K -4 -0.6%
AWM
3988
Able Wealth Management
New Jersey
$251K +$246K +706 New
PFG
3989
Pinnacle Financial Group
Illinois
$250K +$18.5K +53 +8%
WMWM
3990
Wilkins Miller Wealth Management
Alabama
$250K -$48.1K -138 -16%
EMFAT
3991
Emerald Mutual Fund Advisers Trust
Pennsylvania
$250K -$12.5K -36 -5%
BGAI
3992
Bruce G. Allen Investments
Colorado
$250K -$697 -2 -0.3%
MLA
3993
MB, Levis & Associates
Pennsylvania
$249K – – –
HP
3994
Highlander Partners
Texas
$249K – – –
VFG
3995
V2 Financial group
Illinois
$249K – – –
SAS
3996
Stelac Advisory Services
New York
$248K +$22K +63 +10%
RW
3997
REDW Wealth
New Mexico
$248K +$3.83K +11 +2%
PP
3998
PFS Partners
New Jersey
$248K +$209K +600 +612%
BSTWA
3999
Blake Schutter Theil Wealth Advisors
Ohio
$247K – – –
CAM
4000
Councilmark Asset Management
Tennessee
$247K – – –
158 159
160
161 162