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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2526
IVC Wealth Advisors
Pennsylvania
$264K -$690 -17 -0.3%
MCM
2527
MontVue Capital Management
Virginia
$264K -$16.1K -396 -6%
GG
2528
GenWealth Group
New Jersey
$262K +$37.5K +924 +17%
PWM
2529
Pines Wealth Management
North Carolina
$262K +$43.8K +1,079 +20%
AC
2530
Addison Capital
Pennsylvania
$262K -$20.8K -514 -7%
PWS
2531
Pursuit Wealth Strategies
North Carolina
$261K +$260K +6,399 New
WIS
2532
Wright Investors Service
Connecticut
$261K -$550K -13,565 -68%
HAFS
2533
Hapanowicz & Associates Financial Services
Pennsylvania
$261K +$10.3K +255 +4%
PIA
2534
Pinion Investment Advisors
Kansas
$260K -$16.7K -412 -6%
SL
2535
Salomon & Ludwin
Virginia
$260K -$24.9K -615 -9%
PS
2536
Planned Solutions
California
$260K +$17.3K +427 +7%
NFTC
2537
North Forty Two & Co
Oregon
$260K – – –
WFAG
2538
Wescott Financial Advisory Group
Pennsylvania
$259K +$24.7K +610 +11%
MWM
2539
Maridea Wealth Management
New York
$259K -$45.2K -1,114 -15%
ORI
2540
Oak Ridge Investments
Illinois
$259K +$258K +6,361 New
AGA
2541
Accuvest Global Advisors
Utah
$259K -$70.9K -1,748 -22%
BWM
2542
Briggs Wealth Management
Connecticut
$259K +$258K +6,354 New
SW
2543
StrongBox Wealth
Missouri
$258K +$15.5K +381 +6%
SFP
2544
Sterling Financial Planning
New Jersey
$258K – – –
SWA
2545
SOA Wealth Advisors
New York
$258K +$1.99K +49 +0.3%
BSTWA
2546
Blake Schutter Theil Wealth Advisors
Ohio
$257K +$9.45K +233 +4%
C1AG
2547
Client 1st Advisory Group
Florida
$257K +$256K +6,303 New
EAM
2548
Evanson Asset Management
California
$256K +$5.56K +137 +2%
BLAM
2549
Bourne Lent Asset Management
New York
$256K +$4.06K +100 +2%
TAP
2550
TSG Advice Partners
Ohio
$256K +$255K +6,276 New
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