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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
2126
Cary Street Partners Investment Advisory
Virginia
$479K +$151K +672 +43%
NWM
2127
Nova Wealth Management
Florida
$477K +$225 +1 +0%
DAS
2128
Daybright Advisory Services
Florida
$477K +$500K +2,226 New
AIA
2129
AssuredPartners Investment Advisors
Florida
$475K +$182K +812 +58%
SWP
2130
Stone Wealth Partners
Louisiana
$475K +$498K +2,217 New
MA
2131
MCF Advisors
Kentucky
$474K -$23.4K -104 -4%
AFO
2132
Arrowroot Family Office
California
$473K -$64.5K -287 -11%
AA
2133
Armis Advisers
Georgia
$473K -$301K -1,341 -36%
CSWG
2134
Cardinal Strategic Wealth Guidance
Kentucky
$472K – – –
LCM
2135
Lattice Capital Management
Washington
$471K – – –
MFFIA
2136
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$471K – – –
SAM
2137
S.A. Mason
Michigan
$471K +$137K +610 +38%
TAA
2138
TB Alternative Assets
Cayman Islands
$471K +$494K +2,200 New
W
2139
WPWealth
Texas
$471K +$1.35K +6 +0.3%
RWA
2140
Redhawk Wealth Advisors
Minnesota
$471K -$38.4K -171 -7%
DFA
2141
Delta Financial Advisors
Louisiana
$471K – – –
EWA
2142
Evolution Wealth Advisors
Florida
$470K +$18.2K +81 +4%
AAA
2143
Andrews Advisory Associates
Hawaii
$469K +$492K +2,190 New
KIM
2144
Kane Investment Management
California
$469K +$492K +2,189 New
FPWM
2145
FSB Premier Wealth Management
Iowa
$468K +$60K +267 +14%
SL
2146
Sentry LLC
Tennessee
$467K – – –
VCM
2147
Vivaldi Capital Management
Illinois
$465K -$117K -522 -19%
JSA
2148
Jacobson & Schmitt Advisors
Wisconsin
$464K -$30.8K -137 -6%
BFG
2149
Birch Financial Group
New Hampshire
$464K +$25.8K +115 +6%
OWP
2150
Obermeyer Wealth Partners
Colorado
$462K – – –
84 85
86
87 88