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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2651
Pathway Financial Advisors
Vermont
$293K +$300K +5,259 New
IIA
2652
IPG Investment Advisors
California
$291K -$126K -2,205 -32%
AW
2653
Alaethes Wealth
Nevada
$291K -$1.71K -30 -0.6%
NG
2654
Northstar Group
New York
$290K -$103K -1,806 -28%
LL
2655
LPWM LLC
Minnesota
$290K – – –
LWP
2656
Legacy Wealth Planning
Nevada
$290K +$171 +3 +0.1%
LHC
2657
Little House Capital
Massachusetts
$290K +$34.3K +600 +15%
SEA
2658
Stegent Equity Advisors
Texas
$290K +$262K +4,593 New
CA
2659
Claris Advisors
Missouri
$289K +$261K +4,563 New
HA
2660
Hamel Associates
New Jersey
$287K -$6.86K -120 -3%
CRWM
2661
Castle Rock Wealth Management
California
$287K +$58K +1,015 +25%
DAM
2662
Diamant Asset Management
Connecticut
$286K -$28.6K -500 -10%
KWMG
2663
King Wealth Management Group
Florida
$286K -$8.46K -148 -3%
PBC
2664
Pavion Blue Capital
California
$286K -$1.54K -27 -0.6%
BSI
2665
Bennett Selby Investments
Maine
$286K – – –
RBC
2666
Roble Belko & Company
Pennsylvania
$285K -$54.4K -952 -17%
EW
2667
Element Wealth
Mississippi
$285K +$114 +2 +0%
1WM
2668
1900 Wealth Management
Texas
$283K -$11.9K -208 -4%
KBFS
2669
Kohmann Bosshard Financial Services
Ohio
$283K +$1.14K +20 +0.4%
CCM
2670
Condor Capital Management
New Jersey
$283K +$38.5K +674 +18%
PP
2671
PFS Partners
New Jersey
$283K +$255K +4,460 New
TA
2672
Trellis Advisors
Washington
$282K -$9.14K -160 -3%
GWA
2673
GGM Wealth Advisors
Maryland
$281K +$229 +4 +0.1%
LP
2674
Lloyd Park
Illinois
$281K +$253K +4,436 New
GAM
2675
Grandview Asset Management
Pennsylvania
$280K -$10.9K -191 -4%
105 106
107
108 109