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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4026
Provident Wealth Management
Tennessee
$222K – – –
WCWM
4027
Wooster Corthell Wealth Management
Connecticut
$222K +$214K +633 New
CA
4028
Claris Advisors
Missouri
$221K +$214K +632 New
LL
4029
LPWM LLC
Minnesota
$221K +$214K +632 New
PCM
4030
Payne Capital Management
New York
$221K +$214K +631 New
MWM
4031
Maltin Wealth Management
New Jersey
$221K +$213K +630 New
KA
4032
Kooman & Associates
Pennsylvania
$221K +$213K +630 New
PFA
4033
Pettinga Financial Advisors
Indiana
$221K +$213K +629 New
GFWA
4034
Grey Fox Wealth Advisors
Delaware
$221K +$213K +629 New
CI
4035
Carroll Investors
South Carolina
$219K +$212K +626 New
TFG
4036
Taylor Financial Group
Virginia
$219K +$212K +626 New
DACG
4037
Donor Advised Charitable Giving
California
$219K +$211K +625 New
CC
4038
Commons Capital
Massachusetts
$219K +$211K +625 New
OAJ
4039
Ogorek Anthony Joseph
New York
$219K +$68K +201 +47%
DJYG
4040
David J. Yvars Group
Florida
$219K +$211K +624 New
AWM
4041
Adams Wealth Management
Utah
$218K -$4.74K -14 -2%
CI
4042
CacheTech Inc
Utah
$218K -$4.74K -14 -2%
KBFS
4043
Kohmann Bosshard Financial Services
Ohio
$218K – – –
SWIM
4044
Smallwood Wealth Investment Management
New Jersey
$217K +$210K +620 New
SPAS
4045
Spectrum Planning & Advisory Services
California
$217K -$9.47K -28 -4%
SFC
4046
Summit Financial Consulting
Michigan
$217K +$210K +620 New
PIA
4047
Panoramic Investment Advisors
Colorado
$217K -$16.9K -50 -7%
BOSSRA
4048
B.O.S.S. Retirement Advisors
Utah
$217K -$9.81K -29 -4%
BWA
4049
Brave Warrior Advisors
New York
$217K +$209K +618 New
GSWA
4050
Good Steward Wealth Advisors
Tennessee
$217K +$209K +618 New
160 161
162
163 164