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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2801
Amplius Wealth Advisors
Pennsylvania
$419K -$4.16K -56 -1%
VAF
2802
Values Added Financial
District of Columbia
$419K +$7.27K +98 +2%
LWM
2803
Lakeridge Wealth Management
Ohio
$419K +$17.8K +240 +5%
JAFL
2804
Jay A. Fishman Ltd
Michigan
$418K – – –
MPIA
2805
Mountain Pacific Investment Advisers
Idaho
$418K – – –
TGAM
2806
TBH Global Asset Management
Tennessee
$418K +$4.38K +59 +1%
DA
2807
Dillon & Associates
Michigan
$417K – – –
MWP
2808
Madison Wealth Partners
Wisconsin
$417K -$10.9K -147 -3%
MGWM
2809
Marks Group Wealth Management
Minnesota
$417K -$44.5K -600 -10%
CCA
2810
Clearwater Capital Advisors
Illinois
$417K +$9.79K +132 +3%
CW
2811
Channel Wealth
California
$416K +$965 +13 +0.2%
UWPG
2812
Ullmann Wealth Partners Group
Florida
$416K – – –
DIP
2813
DT Investment Partners
Pennsylvania
$415K -$18K -243 -4%
MWA
2814
Martel Wealth Advisors
Washington
$413K – – –
AGC
2815
Aspen Grove Capital
Colorado
$413K – – –
AWM
2816
Austin Wealth Management
Texas
$411K +$12.4K +167 +3%
BCM
2817
Blume Capital Management
California
$411K -$12.1K -163 -3%
CSF
2818
Capital Squared Financial
Maryland
$410K +$965 +13 +0.2%
ECM
2819
EagleClaw Capital Management
Massachusetts
$410K – – –
SAM
2820
Smithbridge Asset Management
Pennsylvania
$410K +$395K +5,324 New
BW
2821
Bravera Wealth
North Dakota
$410K +$395K +5,322 New
CFG
2822
Copley Financial Group
California
$410K +$395K +5,318 New
CCA
2823
Cora Capital Advisors
New Jersey
$409K +$18K +243 +5%
SAM
2824
Stembrook Asset Management
New Jersey
$408K +$393K +5,293 New
CIA
2825
Cladis Investment Advisory
Montana
$407K – – –
111 112
113
114 115