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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1751
Provence Wealth Management Group
California
$632K +$70.8K +313 +15%
ACM
1752
Allred Capital Management
Texas
$632K -$679 -3 -0.1%
SPW
1753
Sonoma Private Wealth
California
$632K +$543K +2,400 New
SWM
1754
Salvus Wealth Management
New Jersey
$629K +$1.81K +8 +0.3%
RC
1755
Rovin Capital
Arizona
$629K +$39.4K +174 +8%
RPWA
1756
Regent Peak Wealth Advisors
Georgia
$625K -$1.36K -6 -0.3%
MLA
1757
My Legacy Advisors
Oregon
$625K +$521K +2,302 New
AFM
1758
Abbot Financial Management
Massachusetts
$623K – – –
FFO
1759
Fortitude Family Office
Arizona
$623K +$536K +2,368 New
WAS
1760
WESPAC Advisors SoCal
California
$623K +$55K +243 +11%
PWP
1761
Perfromance Wealth Partners
Illinois
$622K -$28.7K -127 -5%
BB
1762
Burford Brothers
Texas
$621K +$534K +2,361 New
KCPG
1763
Kavar Capital Partners Group
Kansas
$620K +$267K +1,178 +100%
JIP
1764
Jaffetilchin Investment Partners
Florida
$619K -$28.5K -126 -5%
BFC
1765
Blue Fin Capital
Rhode Island
$618K +$17.2K +76 +3%
HM
1766
Harvest Management
New York
$605K +$113K +500 +28%
PA
1767
Parkside Advisors
California
$605K – – –
PWM
1768
Prentice Wealth Management
New York
$604K +$8.6K +38 +2%
IHL
1769
Investment House LLC
California
$603K – – –
IWA
1770
IVC Wealth Advisors
Pennsylvania
$603K -$226 -1 -0%
RFN
1771
Redwood Financial Network
Ohio
$601K +$29.2K +129 +6%
AT
1772
Avalon Trust
New Mexico
$600K +$96.2K +425 +23%
SOW
1773
State of Wyoming
Wyoming
$599K -$164K -723 -24%
MMG
1774
Monetary Management Group
Missouri
$599K – – –
CWA
1775
Clarus Wealth Advisors
Arizona
$595K +$491K +2,169 New
69 70
71
72 73