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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
5676
American Wealth Advisors
Georgia
$317K – – –
FWMP
5677
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$316K – – –
EF
5678
Entrust Financial
Pennsylvania
$315K -$3.52K -16 -1%
TC
5679
Tacita Capital
Ontario, Canada
$315K +$8.37K +38 +3%
LFA
5680
LGT Financial Advisors
Texas
$313K – – –
BCM
5681
Brookmont Capital Management
Texas
$313K -$6.83K -31 -2%
WTG
5682
West Tower Group
Virginia
$312K -$110K -500 -25%
EWA
5683
EQ Wealth Advisors
Texas
$311K -$45.1K -205 -12%
WA
5684
Walsh & Associates
Florida
$310K -$110K -499 -25%
CWM
5685
ClientFirst Wealth Management
Arkansas
$308K – – –
WHCFA
5686
William Howard & Co Financial Advisors
Tennessee
$308K +$72.9K +331 +29%
BW
5687
Basepoint Wealth
Iowa
$307K -$132K -600 -29%
CC
5688
Capstone Capital
Nevada
$307K +$24.4K +111 +8%
BS
5689
Brighton Securities
New York
$307K +$38.8K +176 +14%
TIA
5690
Tandem Investment Advisors
South Carolina
$307K -$49.8K -226 -13%
VH
5691
Visionary Horizons
Tennessee
$307K +$35.7K +162 +12%
MMC
5692
Mizuho Markets Cayman
Cayman Islands
$305K -$6.49M -29,463 -95%
HWM
5693
Horizons Wealth Management
North Carolina
$304K – – –
AWF
5694
Alpha Wealth Funds
Utah
$304K +$87K +395 +37%
EPP
5695
ETF Portfolio Partners
Kansas
$304K – – –
CWM
5696
Collaborative Wealth Management
Florida
$303K -$735K -3,340 -70%
CAM
5697
Cobblestone Asset Management
Virginia
$303K +$46.2K +210 +17%
CCA
5698
Catalyst Capital Advisors
New York
$303K -$5.28M -23,963 -94%
MAM
5699
Mullooly Asset Management
New Jersey
$302K – – –
KF
5700
Kelsey Financial
California
$302K +$1.32K +6 +0.4%
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228
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