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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
4251
Rodgers & Associates
Pennsylvania
$218K +$204K +636 New
DAM
4252
Doheny Asset Management
California
$218K +$204K +635 New
LFS
4253
Lutz Financial Services
Nebraska
$218K +$204K +634 New
PWM
4254
Provident Wealth Management
Tennessee
$218K +$204K +634 New
LA
4255
Layline Advisors
New York
$218K +$204K +634 New
EWA
4256
Exit Wealth Advisors
Georgia
$217K -$20.5K -64 -9%
MGI
4257
Miller Global Investments
Texas
$217K +$96.3K +300 +90%
CWMGP
4258
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$217K +$203K +633 New
AFA
4259
Allium Financial Advisors
Oregon
$216K -$51K -159 -20%
VW
4260
Veridan Wealth
Oregon
$216K -$25.7K -80 -11%
TA
4261
Townsend & Associates
Colorado
$216K +$193K +600 New
FSWA
4262
Financial Synergies Wealth Advisors
Texas
$216K +$202K +629 New
TFS
4263
truNorth Financial Services
Pennsylvania
$216K +$202K +629 New
RFW
4264
Redwood Family Wealth
Texas
$215K +$201K +626 New
PFA
4265
Pinnacle Family Advisors
Missouri
$215K +$201K +626 New
HOWA
4266
Heritage Oak Wealth Advisors
Florida
$215K +$201K +626 New
SWA
4267
Strata Wealth Advisors
Texas
$215K +$201K +625 New
WDC
4268
Woodward Diversified Capital
California
$213K +$200K +622 New
DI
4269
Decision Investments
California
$213K +$200K +622 New
BCM
4270
Bannerstone Capital Management
Minnesota
$213K +$199K +621 New
DC
4271
Defender Capital
North Carolina
$213K +$199K +620 New
CCC
4272
Compass Capital Corp
Massachusetts
$212K +$189K +590 New
DWM
4273
Ducere Wealth Management
California
$212K -$159K -494 -44%
IWM
4274
IMG Wealth Management
Florida
$212K +$26.6K +83 +15%
CYG
4275
Clean Yield Group
Vermont
$212K -$10.3K -32 -5%
169 170
171
172 173