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Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
2501
Yoder Wealth Management
California
$274K +$4.69K +100 +2%
NFA
2502
Northwest Financial Advisors
Virginia
$274K +$11.4K +243 +4%
W
2503
Wealthquest
Ohio
$274K +$49.6K +1,057 +20%
SW
2504
StrongBox Wealth
Missouri
$273K -$3.56K -76 -1%
JIG
2505
Junk Investment Group
Maryland
$273K +$47.9K +1,022 +19%
KFAS
2506
Keating Financial Advisory Services
Kansas
$273K -$59.3K -1,265 -16%
PWM
2507
Palumbo Wealth Management
New York
$273K -$2.67K -57 -0.9%
CB
2508
CNB Bank
Pennsylvania
$271K -$14.4K -308 -5%
CMAI
2509
Capital Management Associates Inc
Minnesota
$271K +$3.56K +76 +1%
BWA
2510
Blodgett Wealth Advisors
California
$271K -$19.5K -415 -6%
GG
2511
GenWealth Group
New Jersey
$270K -$5.16K -110 -2%
PS
2512
Planned Solutions
California
$270K -$422 -9 -0.1%
CWA
2513
Crux Wealth Advisors
California
$270K -$4.79K -102 -2%
TFS
2514
Thoroughbred Financial Services
Tennessee
$270K +$17.8K +380 +6%
MWA
2515
Midland Wealth Advisors
Illinois
$270K +$20.1K +429 +7%
BWM
2516
BAM Wealth Management
Colorado
$269K +$14.2K +303 +5%
BWM
2517
Briggs Wealth Management
Connecticut
$269K – – –
BWP
2518
Baldwin Wealth Partners
Massachusetts
$269K -$19.9K -424 -6%
AAM
2519
Augustine Asset Management
Florida
$269K -$751 -16 -0.3%
FWP
2520
Falcon Wealth Planning
California
$269K +$72.2K +1,540 +32%
MFC
2521
Mechanics Financial Corp
Ohio
$269K +$38.1K +812 +15%
SFP
2522
Sterling Financial Planning
New Jersey
$268K – – –
SPWM
2523
Straight Path Wealth Management
Michigan
$268K +$13.2K +282 +5%
DFG
2524
DiPaolo Financial Group
Florida
$268K +$24.8K +529 +9%
AIM
2525
Axiom Investment Management
New York
$267K +$21.3K +455 +8%
99 100
101
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