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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
5726
Troutman Wealth Management
Pennsylvania
$624K +$616K +2,294 New
C
5727
Croban
Ohio
$623K -$48.1K -179 -7%
FVCM
5728
F&V Capital Management
Florida
$622K +$46.7K +174 +8%
EFG
5729
Erickson Financial Group
Pennsylvania
$618K -$34.9K -130 -5%
AWMNH
5730
Arcadia Wealth Management (New Hampshire)
New Hampshire
$615K -$52.6K -196 -8%
BWA
5731
Bestgate Wealth Advisors
Maryland
$613K -$35.4K -132 -6%
IWM
5732
Inlight Wealth Management
Georgia
$612K +$537 +2 +0.1%
LI
5733
Louisbourg Investments
New Brunswick, Canada
$607K – – –
EWA
5734
Elevate Wealth Advisory
Georgia
$606K +$38.7K +144 +7%
PWM
5735
Pacific Wealth Management
California
$605K – – –
OFG
5736
Orcam Financial Group
California
$601K -$28.2K -105 -5%
MGCM
5737
Mane Global Capital Management
New York
$601K – – –
ICM
5738
Innovator Capital Management
Illinois
$600K -$129K -480 -18%
CSW
5739
Cogent Strategic Wealth
Illinois
$597K +$646K +2,408 New
SA
5740
swisspartners Advisors
Switzerland
$594K – – –
BC
5741
Bulwark Capital
Florida
$592K -$49.7K -185 -8%
BCM
5742
Brooktree Capital Management
Michigan
$591K – – –
PAG
5743
Poinciana Advisors Group
Florida
$590K +$11.5K +43 +2%
RWM
5744
Redstone Wealth Management
Oklahoma
$590K +$582K +2,169 New
CG
5745
Curat Global
New Hampshire
$589K – – –
MNA
5746
Manning & Napier Advisors
New York
$587K +$275K +1,025 +91%
SC
5747
Scratch Capital
Idaho
$587K -$1.01M -3,762 -64%
MWA
5748
Martel Wealth Advisors
Washington
$587K +$40.3K +150 +7%
OP
5749
Oath Planning
Oklahoma
$586K +$579K +2,155 New
SIA
5750
Stegner Investment Associates
Kentucky
$581K -$32.5K -121 -5%
228 229
230
231 232