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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
3976
Ehrlich Financial Group
California
$274K +$5.47K +17 +2%
FFP
3977
Forbes Financial Planning
Rhode Island
$273K – – –
AFC
3978
Ares Financial Consulting
California
$273K +$153K +475 +108%
EA
3979
Eclectic Associates
California
$273K +$23.8K +74 +9%
TWM
3980
TSA Wealth Management
Texas
$272K +$290K +901 New
GB
3981
Goepper Burkhardt
South Carolina
$272K – – –
SC
3982
Schulhoff & Co
Ohio
$272K – – –
WG
3983
WMS Group
Louisiana
$272K – – –
PMFA
3984
Plante Moran Financial Advisors
Michigan
$271K -$563K -1,750 -66%
EWP
3985
Elevation Wealth Partners
California
$271K +$2.57K +8 +0.9%
GWA
3986
Geometric Wealth Advisors
District of Columbia
$271K +$1.93K +6 +0.7%
LL
3987
LPWM LLC
Minnesota
$271K – – –
SBF
3988
Sara-Bay Financial
Florida
$271K +$11.3K +35 +4%
AIM
3989
Axiom Investment Management
New York
$270K +$287K +894 New
PC
3990
Purewater Capital
Texas
$270K +$287K +892 New
GCA
3991
Greenwood Capital Associates
South Carolina
$270K – – –
FNWA
3992
Financial Network Wealth Advisors
Utah
$269K +$5.79K +18 +2%
SO
3993
Sierra Ocean
California
$269K +$22.2K +69 +8%
CA
3994
CapWealth Advisors
Tennessee
$269K -$7.07K -22 -2%
OHIS
3995
Oak Harvest Investment Services
Texas
$269K +$3.22K +10 +1%
JWWM
3996
Johnson & White Wealth Management
Pennsylvania
$268K – – –
AFM
3997
Armstrong Fleming & Moore
District of Columbia
$268K +$39.2K +122 +16%
FA
3998
Fedenia Advisers
Wisconsin
$267K -$789K -2,453 -74%
AWA
3999
A4 Wealth Advisors
North Carolina
$267K -$75.2K -234 -21%
AFAS
4000
Acorn Financial Advisory Services
Virginia
$265K -$43.4K -135 -13%
158 159
160
161 162