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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
5026
Walser Wealth Management
Florida
$1.82M +$1.8M +6,712 New
WFS
5027
Walker Financial Services
Kentucky
$1.82M -$1.34K -5 -0.1%
PIS
5028
POM Investment Strategies
North Carolina
$1.82M +$82.7K +308 +5%
GPW
5029
Gentry Private Wealth
Kansas
$1.82M +$170K +635 +10%
ICCON
5030
Investment Counsel Company of Nevada
Nevada
$1.82M – – –
CWA
5031
Cornerstone Wealth Advisors
Minnesota
$1.82M -$41.6K -155 -2%
CPCP
5032
Cedar Point Capital Partners
Iowa
$1.82M +$8.86K +33 +0.5%
PSC
5033
Prentiss Smith & Co
Vermont
$1.81M -$91.3K -340 -5%
MW
5034
Marrick Wealth
California
$1.81M +$1.79M +6,668 New
MAM
5035
Marotta Asset Management
Virginia
$1.81M -$272K -1,014 -13%
SCA
5036
Sippican Capital Advisors
Massachusetts
$1.81M -$195K -725 -10%
PCM
5037
Prospera Capital Management
Arizona
$1.81M -$268 -1 -0%
VW
5038
Veridan Wealth
Oregon
$1.81M -$33K -123 -2%
SOWAS
5039
Silver Oak Wealth Advisors Services
California
$1.81M – – –
BBA
5040
Braun-Bostich & Associates
Pennsylvania
$1.81M +$14K +52 +0.8%
MWP
5041
Meriwether Wealth & Planning
Louisiana
$1.8M -$72.5K -270 -4%
PF
5042
Prota Financial
Texas
$1.8M +$1.78M +6,623 New
CCA
5043
Cooper Capital Advisors
California
$1.8M – – –
WC
5044
Wexford Capital
Florida
$1.8M +$1.78M +6,612 New
AWA
5045
Ark Wealth Advisors
California
$1.79M +$1.77M +6,601 New
TPF
5046
Tribridge Partners Financial
Maryland
$1.79M – – –
BPAMU
5047
BTG Pactual Asset Management US
New York
$1.79M +$655K +2,439 +59%
TT
5048
TI-Trust
Illinois
$1.79M -$16.9K -63 -0.9%
AFC
5049
Ares Financial Consulting
California
$1.79M +$1.77M +6,578 New
FFS
5050
Forge Financial Services
Oklahoma
$1.79M +$1.77M +6,575 New
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