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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
2526
Royal Capital Wealth Management
Indiana
$568K – – –
SMWM
2527
Silvia McColl Wealth Management
California
$568K -$81.6K -1,100 -13%
MBWA
2528
Marin Bay Wealth Advisors
California
$568K +$547K +7,373 New
SDWIA
2529
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$567K – – –
BCM
2530
Barometer Capital Management
Ontario, Canada
$567K -$4.06M -54,750 -87%
HR
2531
Hardy Reed
Mississippi
$566K +$51.9K +699 +11%
RA
2532
Ruggaard & Associates
Ohio
$565K – – –
WI
2533
Wealth Intelligence
Georgia
$564K +$543K +7,321 New
FFA
2534
Florida Financial Advisors
Florida
$564K -$5.86K -79 -1%
CAWM
2535
Capital Advisors Wealth Management
Washington
$563K -$5.57K -75 -1%
CI
2536
Cherokee Insurance
Michigan
$562K – – –
CWM
2537
Cranbrook Wealth Management
Michigan
$562K – – –
VA
2538
Veratis Advisors
North Carolina
$561K +$541K +7,290 New
PTC
2539
Philadelphia Trust Company
Pennsylvania
$561K – – –
AAM
2540
Augustine Asset Management
Florida
$560K +$21.3K +287 +4%
BWS
2541
Broadway Wealth Solutions
Texas
$560K +$43.7K +589 +9%
TA
2542
TrueWealth Advisors
Alabama
$559K -$12.2K -165 -2%
AIS
2543
AM Investment Strategies
Tennessee
$559K +$8.01K +108 +2%
PPW
2544
Parcion Private Wealth
Washington
$558K +$25.5K +344 +5%
FGWP
2545
Founders Grove Wealth Partners
Virginia
$558K +$55.9K +754 +12%
SWM
2546
SHP Wealth Management
Massachusetts
$558K +$537K +7,240 New
WCFA
2547
Walkner Condon Financial Advisors
Wisconsin
$558K +$10.7K +144 +2%
NAMP
2548
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$558K -$18.6K -250 -3%
IWN
2549
Independent Wealth Network
Iowa
$557K +$22.2K +299 +4%
VCM
2550
Voleon Capital Management
California
$557K -$5.37M -72,357 -91%
100 101
102
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