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Name Holding Trade Value Shares
Change 		Change in
Stake
NRWA
5476
North Ridge Wealth Advisors
Oregon
$418K -$54.4K -231 -12%
AWA
5477
Arbor Wealth Advisors
Michigan
$415K +$47.1K +200 +14%
JSA
5478
Jacobson & Schmitt Advisors
Wisconsin
$413K – – –
MC
5479
McCarthy & Cox
Ohio
$412K -$28.3K -120 -7%
CC
5480
Cultivar Capital
Texas
$410K – – –
KWM
5481
KMT Wealth Management
California
$409K +$385K +1,633 New
LIM
5482
Letson Investment Management
Georgia
$407K +$17.7K +75 +5%
PFA
5483
Portland Financial Advisors
New York
$406K +$382K +1,622 New
EWA
5484
EQ Wealth Advisors
Texas
$406K +$382K +1,620 New
CIA
5485
Citadel Investment Advisory
Ohio
$401K – – –
PWP
5486
Parkwoods Wealth Partners
New York
$400K +$4.71K +20 +1%
WWP
5487
Wise Wealth Partners
Arizona
$400K +$376K +1,595 New
AI
5488
ArchPoint Investors
Florida
$397K – – –
ARA
5489
Alexander Randolph Advisory
Virginia
$397K -$63.2K -268 -14%
PWM
5490
Pacific Wealth Management
California
$396K – – –
BIM
5491
Breakwater Investment Management
Washington
$392K -$63.4K -269 -15%
BWS
5492
BCR Wealth Strategies
Alabama
$391K +$5.89K +25 +2%
UFA
5493
Uptown Financial Advisors
Texas
$387K +$364K +1,545 New
MIM
5494
Meixler Investment Management
Arizona
$386K -$26.2K -111 -7%
PCM
5495
Peirce Capital Management
Texas
$386K – – –
KCAM
5496
Kagan Cocozza Asset Management
New Jersey
$386K +$363K +1,540 New
EFP
5497
Envision Financial Planning
Tennessee
$385K +$80.1K +340 +28%
BAWM
5498
Bennett Associates Wealth Management
Pennsylvania
$384K +$362K +1,535 New
CAIM
5499
Catherine Avery Investment Management
Florida
$384K +$361K +1,533 New
VAG
5500
Vannoy Advisory Group
Texas
$384K – – –
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