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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
1901
Investments & Financial Planning LLC
Kentucky
$257K – – –
TW
1902
Traveka Wealth
California
$257K +$9.92K +44 +4%
CDWM
1903
Campbell Deegan Wealth Management
Virginia
$257K -$12.4K -55 -4%
EL
1904
EWA LLC
Pennsylvania
$255K +$19.8K +88 +8%
JC
1905
JB Capital
Connecticut
$255K +$902 +4 +0.3%
ACGA
1906
Atlanta Consulting Group Advisors
Georgia
$255K – – –
SVCP
1907
Silicon Valley Capital Partners
California
$254K -$45.1K -200 -15%
IWA
1908
IVC Wealth Advisors
Pennsylvania
$254K +$4.06K +18 +2%
CPWA
1909
Cerro Pacific Wealth Advisors
California
$253K -$71K -315 -21%
BWFA
1910
Baltimore-Washington Financial Advisors
Maryland
$253K +$14.4K +64 +6%
AI
1911
Accredited Investors
Minnesota
$252K -$29.3K -130 -10%
RI
1912
Rinkey Investments
California
$251K -$1.35K -6 -0.5%
TWM
1913
Tolleson Wealth Management
Texas
$251K +$14.4K +64 +6%
AWM
1914
Avaii Wealth Management
Wisconsin
$251K +$262K +1,164 New
BB
1915
Bell Bank
North Dakota
$251K +$22.5K +100 +9%
MW
1916
Members Wealth
Pennsylvania
$251K +$263K +1,165 New
GFA
1917
Gallagher Fiduciary Advisors
Illinois
$251K +$2.48K +11 +1%
SJGA
1918
Stephen J. Garry & Associates
New York
$251K – – –
RZH
1919
Relyea Zuckerberg Hanson
Connecticut
$251K -$18.5K -82 -7%
WDC
1920
Woodward Diversified Capital
California
$250K -$27.1K -120 -9%
CFG
1921
Compton Financial Group
Maryland
$250K – – –
OWM
1922
OneAscent Wealth Management
Alabama
$250K +$4.51K +20 +2%
LTI
1923
Laffer Tengler Investments
Tennessee
$250K +$261K +1,158 New
MWM
1924
MOKAN Wealth Management
Kansas
$250K – – –
SDH
1925
Sloy Dahl & Holst
Washington
$250K -$3.38K -15 -1%
75 76
77
78 79