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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
4726
Sharp Financial Services
Pennsylvania
$779K -$43K -190 -5%
MWM
4727
Maltin Wealth Management
New Jersey
$777K +$86K +380 +12%
AWP
4728
Atlas Wealth Partners
Pennsylvania
$776K -$87.1K -385 -10%
ELM
4729
Elite Life Management
Florida
$775K -$12.2K -54 -1%
WWP
4730
Wise Wealth Partners
Arizona
$774K – – –
SM
4731
Sensible Money
Arizona
$773K -$5.21K -23 -0.6%
CWM
4732
C2C Wealth Management
Arizona
$773K +$50.9K +225 +7%
FCMT
4733
Founders Capital Management (Texas)
Texas
$773K +$34.2K +151 +4%
CFG
4734
Copley Financial Group
California
$773K -$30.6K -135 -4%
LWA
4735
LifeGoal Wealth Advisors
New York
$772K -$235K -1,039 -23%
FC
4736
FORA Capital
Florida
$770K +$794K +3,508 New
OFS
4737
Oldfather Financial Services
Nebraska
$762K +$301K +1,328 +62%
RIM
4738
RW Investment Management
Idaho
$762K – – –
GWM
4739
Greenhouse Wealth Management
Connecticut
$759K – – –
BBNB
4740
Baker Boyer National Bank
Washington
$758K +$40.7K +180 +6%
DW
4741
Dodds Wealth
Colorado
$758K +$6.79K +30 +0.9%
FCMC
4742
Founders Capital Management (Connecticut)
Connecticut
$757K -$41K -181 -5%
PRTG
4743
Post Resch Tallon Group
New York
$756K -$7.92K -35 -1%
WIC
4744
Wilkins Investment Counsel
Massachusetts
$754K – – –
1IA
4745
1620 Investment Advisors
Massachusetts
$754K -$12.7K -56 -2%
SMF
4746
Sterling Manor Financial
New York
$753K – – –
AFW
4747
Atlantic Family Wealth
Florida
$752K +$29.4K +130 +4%
UC
4748
Unio Capital
New Jersey
$752K -$18.5M -81,762 -96%
GJIA
4749
Glass Jacobson Investment Advisors
Maryland
$752K -$12.4K -55 -2%
2WWM
4750
21 West Wealth Management
California
$751K -$16.8K -74 -2%
188 189
190
191 192