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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
876
CM Wealth Advisors
Ohio
$335K -$65.4K -503 -16%
SWM
877
Salvus Wealth Management
New Jersey
$335K +$15K +115 +5%
QPW
878
Quantum Private Wealth
Florida
$335K – – –
CFA
879
Churchill Financial Advisors
Kentucky
$333K +$343K +2,638 New
CH
880
CDKV Holdings
Colorado
$328K – – –
FPWM
881
FSB Premier Wealth Management
Iowa
$328K -$12.4K -95 -4%
DIM
882
DLK Investment Management
California
$327K +$130 +1 +0%
AWAU
883
Alliance Wealth Advisors (Utah)
Utah
$326K -$294K -2,258 -47%
GH
884
GAM Holding
Switzerland
$325K +$335K +2,574 New
FWP
885
Flatrock Wealth Partners
California
$322K +$73.6K +566 +29%
SCTC
886
Sanibel Captiva Trust Company
Florida
$321K +$5.2K +40 +2%
LWA
887
LifeGoal Wealth Advisors
New York
$321K +$333K +2,563 New
BCV
888
Banque Cantonale Vaudoise
Switzerland
$320K +$329K +2,531 New
TCM
889
Tuttle Capital Management
Connecticut
$320K +$330K +2,534 New
IIA
890
Integral Investment Advisors
California
$317K +$92.3K +710 +39%
CPC
891
Congress Park Capital
New York
$316K +$20.2K +155 +7%
CEFA
892
Closed-End Fund Advisors
Virginia
$316K -$65K -500 -17%
CW
893
CreativeOne Wealth
Kansas
$315K +$19.4K +149 +6%
IRP
894
Investment Research Partners
Pennsylvania
$315K +$324K +2,491 New
PTP
895
Platform Technology Partners
New York
$314K +$324K +2,489 New
DFCM
896
Dark Forest Capital Management
Puerto Rico
$313K +$323K +2,482 New
BCM
897
Becker Capital Management
Oregon
$313K +$30K +231 +10%
IWA
898
Icon Wealth Advisors
Texas
$312K -$1.41M -10,805 -83%
HBFP
899
Henderson Brothers Financial Partners
Pennsylvania
$307K +$316K +2,430 New
PAM
900
Panagora Asset Management
Massachusetts
$307K -$11.6M -89,288 -97%
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