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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
4176
Lowe Wealth Advisors
Maryland
$144K – – –
RTL
4177
Red Tortoise LLC
Georgia
$143K – – –
IHWM
4178
Iron Horse Wealth Management
Iowa
$143K +$40.1K +115 +40%
IWP
4179
IAG Wealth Partners
Wisconsin
$141K -$15K -43 -10%
FFA
4180
Frazier Financial Advisors
Ohio
$139K +$39K +112 +40%
GXJ
4181
Global X Japan
Japan
$136K +$77.7K +223 +139%
EA
4182
Evolution Advisers
Virginia
$135K – – –
CIAS
4183
CBIZ Investment Advisory Services
Ohio
$135K +$33.8K +97 +34%
KWM
4184
Kiker Wealth Management
Georgia
$134K -$9.06K -26 -6%
HHMI
4185
Howard Hughes Medical Institute
Maryland
$132K +$130K +372 New
Q1WB
4186
Quest 10 Wealth Builders
Virginia
$132K +$9.41K +27 +8%
BL
4187
BFSG LLC
California
$125K -$2.44K -7 -2%
GG
4188
Gleason Group
Kentucky
$125K +$349 +1 +0.3%
HWP
4189
Highline Wealth Partners
California
$124K +$37.6K +108 +45%
VWA
4190
Valued Wealth Advisors
Utah
$124K +$3.49K +10 +3%
W
4191
WealthCollab
Washington
$121K +$1.05K +3 +0.9%
MFG
4192
Mendota Financial Group
Wisconsin
$121K – – –
CCM
4193
Carderock Capital Management
Maryland
$121K +$119K +340 New
IRC
4194
Investors Research Corp
Georgia
$117K – – –
WOSD
4195
WFA of San Diego
California
$115K +$113K +325 New
DPW
4196
DiNuzzo Private Wealth
Pennsylvania
$114K – – –
CWP
4197
Clark Wealth Partners
Illinois
$112K +$4.18K +12 +4%
AP
4198
Aspect Partners
Virginia
$109K +$24.7K +71 +30%
BTC
4199
Bank & Trust Company
Illinois
$109K -$8.02K -23 -7%
BHWM
4200
Beaird Harris Wealth Management
Texas
$108K -$8.02K -23 -7%
166 167
168
169 170