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Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
4251
Measured Wealth Private Client Group
New Hampshire
$233K -$47.7K -140 -17%
NWP
4252
NerdWallet Wealth Partners
New York
$233K -$1.7K -5 -0.7%
RP
4253
Rowlandmiller & Partners
Georgia
$233K – – –
ACM
4254
Advance Capital Management
Michigan
$232K -$1.02K -3 -0.5%
FP
4255
Fiduciary Planning
Florida
$232K +$225K +660 New
LFS
4256
Lutz Financial Services
Nebraska
$231K -$30.7K -90 -12%
MWA
4257
Medallion Wealth Advisors
Connecticut
$231K – – –
SC
4258
Slow Capital
California
$231K – – –
VW
4259
Veridan Wealth
Oregon
$231K +$1.36K +4 +0.6%
SIA
4260
Serenity Investment Advisors
Illinois
$231K +$223K +655 New
WLIM
4261
White Lighthouse Investment Management
Massachusetts
$230K +$223K +656 New
PFM
4262
Patton Fund Management
Texas
$230K – – –
CC
4263
Climber Capital
Switzerland
$229K +$223K +655 New
PCM
4264
Payne Capital Management
New York
$229K +$15.3K +45 +7%
DJYG
4265
David J. Yvars Group
Florida
$229K +$9.88K +29 +5%
PWM
4266
PTM Wealth Management
United States
$229K +$220K +647 New
TWM
4267
TopTier Wealth Management
Wisconsin
$229K +$222K +652 New
WBG
4268
Wharton Business Group
Pennsylvania
$228K -$24.5K -72 -10%
OCA
4269
Odyssey Capital Advisors
Pennsylvania
$228K +$222K +651 New
SIM
4270
Synergy Investment Management
Florida
$228K +$18.4K +54 +9%
MAG
4271
Mayfair Advisory Group
Alabama
$228K -$25.6K -75 -10%
JWS
4272
Juncture Wealth Strategies
Arizona
$228K -$48.4K -142 -18%
MFP
4273
Meramec Financial Planners
Missouri
$227K +$233K +684 New
WRM
4274
Weybosset Research & Management
Rhode Island
$227K – – –
MWM
4275
Madrid Wealth Management
New Mexico
$227K +$220K +646 New
169 170
171
172 173