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Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
2526
Central Valley Advisors
California
$308K -$1.3M -27,323 -80%
IPW
2527
Invictus Private Wealth
Colorado
$308K -$9.64K -203 -3%
GCAC
2528
Guardian Capital Advisors (Canada)
Ontario, Canada
$308K -$19.6K -412 -6%
AFA
2529
American Financial Advisors
Georgia
$308K -$15.8K -332 -5%
TWM
2530
TriaGen Wealth Management
California
$307K +$1.47K +31 +0.5%
RFA
2531
Resurgent Financial Advisors
Georgia
$306K -$66.6K -1,403 -18%
MW
2532
Maia Wealth
Colorado
$306K +$307K +6,463 New
DA
2533
Dillon & Associates
Michigan
$306K -$4.99K -105 -2%
OPWM
2534
Oakwell Private Wealth Management
Texas
$306K -$10.5K -221 -3%
CW
2535
Channel Wealth
California
$306K -$140K -2,940 -31%
CA
2536
Carson Advisory
Georgia
$305K +$23.7K +499 +8%
CF
2537
Convergence Financial
Missouri
$305K +$305K +6,428 New
SFG
2538
Sather Financial Group
Texas
$305K -$58.2K -1,226 -16%
ECM
2539
EagleClaw Capital Management
Massachusetts
$305K -$22.4K -472 -7%
AR
2540
Apeiron RIA
Texas
$305K -$5.27K -111 -2%
MLA
2541
MB, Levis & Associates
Pennsylvania
$305K +$1.19K +25 +0.4%
WP
2542
Westmount Partners
California
$304K +$3.23K +68 +1%
WLIM
2543
White Lighthouse Investment Management
Massachusetts
$304K +$19K +400 +7%
SL
2544
Salomon & Ludwin
Virginia
$303K -$267K -5,632 -47%
SI
2545
Seeds Investor
New York
$303K +$70.8K +1,492 +31%
RW
2546
REDW Wealth
New Mexico
$302K -$2.85K -60 -0.9%
AT
2547
American Trust
Kentucky
$302K -$48.4K -1,019 -14%
HPM
2548
Hoxton Planning & Management
West Virginia
$301K -$65.7K -1,384 -18%
WH
2549
Willner & Heller
California
$301K +$2.42K +51 +0.8%
MC
2550
Montag & Caldwell
Georgia
$300K – – –
100 101
102
103 104