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Name Holding Trade Value Shares
Change 		Change in
Stake
SM
4076
Salzhauer Michael
$242K – – –
RWM
4077
Raffa Wealth Management
District of Columbia
$242K +$77.5K +241 +43%
KWM
4078
Kanen Wealth Management
Florida
$242K +$257K +800 New
PWM
4079
Partners Wealth Management
California
$242K -$30.5K -95 -11%
MWM
4080
Massachusetts Wealth Management
Massachusetts
$241K – – –
IPW
4081
Impact Partnership Wealth
Georgia
$241K +$42.1K +131 +20%
FIM
4082
Fruth Investment Management
Texas
$241K – – –
MIAS
4083
Mason Investment Advisory Services
Virginia
$239K +$1.61K +5 +0.6%
AFA
4084
Allium Financial Advisors
Oregon
$239K +$14.8K +46 +6%
HCM
4085
HMS Capital Management
Tennessee
$238K – – –
FPW
4086
Flywheel Private Wealth
California
$238K – – –
EW
4087
Enzi Wealth
Texas
$237K +$1.61K +5 +0.6%
WWG
4088
West Wealth Group
California
$237K +$14.8K +46 +6%
AF
4089
ASL Financial
California
$237K +$643 +2 +0.3%
DF
4090
Define Financial
California
$237K +$643 +2 +0.3%
ST
4091
Somerset Trust
Pennsylvania
$237K – – –
TCM
4092
TT Capital Management
California
$236K +$251K +782 New
CAM
4093
Capital Asset Management
Colorado
$235K -$3.22K -10 -1%
GRWP
4094
Green Ridge Wealth Planning
New Jersey
$235K -$1.29K -4 -0.5%
VNA
4095
Valley National Advisers
Pennsylvania
$235K -$6.75K -21 -3%
PWS
4096
Proactive Wealth Strategies
Georgia
$235K +$250K +778 New
SIA
4097
Serenity Investment Advisors
Illinois
$235K +$19K +59 +9%
ITB
4098
Idaho Trust Bank
Idaho
$235K – – –
MAM
4099
MMA Asset Management
Pennsylvania
$235K -$13.8K -43 -5%
WAG
4100
Wheelhouse Advisory Group
Missouri
$235K -$3.54K -11 -1%
162 163
164
165 166