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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4626
Proathlete Wealth Management
Florida
$729K +$699K +3,786 New
SCA
4627
Scott Capital Advisors
Oregon
$729K -$17.9K -97 -2%
CIM
4628
Contravisory Investment Management
Massachusetts
$727K -$36.9K -200 -5%
IHWM
4629
Iron Horse Wealth Management
Iowa
$721K – – –
LIA
4630
Luken Investment Analytics
Tennessee
$716K – – –
BP
4631
BCK Partners
New York
$715K +$62K +336 +10%
LSA
4632
Lansing Street Advisors
Pennsylvania
$713K +$683K +3,701 New
RI
4633
Ridgewood Investments
New Jersey
$707K -$144K -780 -18%
CW
4634
Cooksen Wealth
Texas
$706K +$677K +3,668 New
CCA
4635
Cravens & Co Advisors
Tennessee
$705K -$48.2K -261 -7%
BCM
4636
Basso Capital Management
Connecticut
$703K -$2.16M -11,707 -76%
AC
4637
Applied Capital
Arkansas
$702K -$6.65K -36 -1%
SFMG
4638
Sage Financial Management Group
Virginia
$702K -$20.1K -109 -3%
SPAS
4639
Spectrum Planning & Advisory Services
California
$700K +$185 +1 +0%
SW
4640
Schulz Wealth
Texas
$699K +$671K +3,633 New
SBCM
4641
Silverberg Bernstein Capital Management
New York
$698K +$669K +3,624 New
STB
4642
S&T Bank
Pennsylvania
$694K -$231K -1,253 -26%
LG
4643
LAM Group
Oregon
$692K -$10.9K -59 -2%
LWA
4644
Lowe Wealth Advisors
Maryland
$689K +$369 +2 +0.1%
WIC
4645
Whitegate Investment Counselors
New Hampshire
$687K +$554 +3 +0.1%
SP
4646
SWS Partners
Ohio
$685K +$554 +3 +0.1%
PI
4647
Pachira Investments
California
$680K +$2.95K +16 +0.5%
RFG
4648
Range Financial Group
Oregon
$680K +$2.95K +16 +0.5%
CWA
4649
Carolina Wealth Advisors
South Carolina
$677K – – –
HFS
4650
Horizon Financial Services
North Carolina
$675K -$51.7K -280 -7%
184 185
186
187 188