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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2626
Stevens Capital Management
Pennsylvania
$300K +$299K +6,002 New
SOS
2627
Silver Oak Securities
Tennessee
$300K -$78.8K -1,579 -21%
WLIM
2628
White Lighthouse Investment Management
Massachusetts
$299K -$20K -400 -6%
MF
2629
Montis Financial
Massachusetts
$299K +$18.8K +377 +7%
MLA
2630
My Legacy Advisors
Oregon
$299K -$431K -8,634 -59%
AWM
2631
Abound Wealth Management
Tennessee
$299K +$798 +16 +0.3%
IWP
2632
Invenio Wealth Partners
Florida
$299K +$64.4K +1,290 +27%
CWA
2633
Centennial Wealth Advisory
Michigan
$299K +$77.2K +1,548 +35%
PCMC
2634
Private Capital Management (Colorado)
Colorado
$297K -$10.5K -211 -3%
CCWM
2635
Correct Capital Wealth Management
Missouri
$297K -$11.6K -232 -4%
MAM
2636
MMA Asset Management
Pennsylvania
$296K +$23.4K +470 +8%
CA
2637
Carson Advisory
Georgia
$296K +$13.1K +262 +5%
AL
2638
ACAS LLC
California
$295K +$50 +1 +0%
FIM
2639
Fernwood Investment Management
Massachusetts
$295K -$49.6K -995 -15%
SCM
2640
Sitrin Capital Management
California
$295K – – –
RWP
2641
Revolve Wealth Partners
New Jersey
$294K +$41.8K +837 +17%
HCM
2642
Howard Capital Management
Georgia
$293K +$293K +5,879 New
UF
2643
Univest Financial
Pennsylvania
$293K -$1.35K -27 -0.5%
FNWA
2644
Financial Network Wealth Advisors
Utah
$292K +$8.68K +174 +3%
NRI
2645
NFP Retirement Inc
California
$292K +$2.99K +60 +1%
PO
2646
Private Ocean
California
$290K -$6.93K -139 -2%
IDBONY
2647
Israel Discount Bank of New York
New York
$290K -$200K -4,011 -41%
AL
2648
ADE LLC
Maryland
$290K – – –
BSSFA
2649
Baron Silver Stevens Financial Advisors
Florida
$290K +$26.2K +525 +10%
BWA
2650
Beam Wealth Advisors
Louisiana
$289K +$68.7K +1,376 +31%
104 105
106
107 108