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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2551
Todd Asset Management
Kentucky
$392K – – –
CSWG
2552
Cardinal Strategic Wealth Guidance
Kentucky
$392K +$63.7K +1,115 +20%
MCA
2553
Magnolia Capital Advisors
Mississippi
$391K +$378K +6,610 New
APW
2554
Acima Private Wealth
Virginia
$390K -$25.7K -450 -6%
AA
2555
Aire Advisors
California
$389K -$33.4K -584 -8%
AFA
2556
American Financial Advisors
Georgia
$389K -$628 -11 -0.2%
VAS
2557
Valicenti Advisory Services
New York
$387K -$16.3K -285 -4%
WAM
2558
Weinberger Asset Management
California
$385K +$685 +12 +0.2%
WFS
2559
Widmann Financial Services
Maryland
$385K – – –
SAM
2560
Secure Asset Management
Michigan
$384K +$129K +2,254 +53%
WLIM
2561
White Lighthouse Investment Management
Massachusetts
$383K +$4.11K +72 +1%
RFN
2562
RDA Financial Network
Iowa
$383K -$70.7K -1,238 -16%
RCG
2563
Regatta Capital Group
California
$382K -$10.4K -182 -3%
FWP
2564
Firethorn Wealth Partners
Georgia
$382K +$16.4K +287 +5%
GWM
2565
GK Wealth Management
Nevada
$382K +$368K +6,450 New
BCG
2566
Breakwater Capital Group
New Jersey
$381K -$19.1K -335 -5%
SFG
2567
Sather Financial Group
Texas
$381K – – –
TWM
2568
TriaGen Wealth Management
California
$380K +$114 +2 +0%
MCWS
2569
McKinley Carter Wealth Services
West Virginia
$379K +$3.31K +58 +0.9%
TWP
2570
Triad Wealth Partners
Kansas
$378K +$365K +6,392 New
BWP
2571
Baldwin Wealth Partners
Massachusetts
$378K -$212K -3,710 -37%
KWAG
2572
Kiely Wealth Advisory Group
North Carolina
$378K -$10.1K -176 -3%
BW
2573
Blalock Williams
Alabama
$378K +$365K +6,387 New
FAM
2574
Flaharty Asset Management
Florida
$378K -$28.6K -500 -7%
FWTB
2575
First Western Trust Bank
Colorado
$378K +$6.22K +109 +2%
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103
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