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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2826
Avalon Trust
New Mexico
$420K +$11K +140 +3%
CW
2827
Channel Wealth
California
$420K +$705 +9 +0.2%
CCA
2828
Cora Capital Advisors
New Jersey
$420K +$8.38K +107 +2%
PWC
2829
Pathfinder Wealth Consulting
North Carolina
$420K -$72.5K -926 -15%
MGWM
2830
Marks Group Wealth Management
Minnesota
$420K – – –
SGI
2831
Swan Global Investments
Colorado
$419K +$37.3K +477 +10%
CWWM
2832
Clear Wave Wealth Management
New Jersey
$419K +$423K +5,401 New
MFP
2833
Meridian Financial Partners
Virginia
$419K +$7.83K +100 +2%
CCA
2834
Clearwater Capital Advisors
Illinois
$418K -$1.64K -21 -0.4%
SIA
2835
SeaBridge Investment Advisors
New Jersey
$418K -$27.9K -356 -6%
WAM
2836
Wakefield Asset Management
Colorado
$418K -$17.8K -228 -4%
RBC
2837
Roble Belko & Company
Pennsylvania
$417K +$20.1K +257 +5%
PPA
2838
Pacific Point Advisors
California
$417K +$35K +447 +9%
AGC
2839
Aspen Grove Capital
Colorado
$416K – – –
PGFG
2840
Pine Grove Financial Group
Minnesota
$415K +$25.4K +325 +6%
VAM
2841
Verity Asset Management
North Carolina
$415K +$11.7K +150 +3%
AWM
2842
Austin Wealth Management
Texas
$415K -$31.7K -405 -7%
CSF
2843
Capital Squared Financial
Maryland
$414K +$1.02K +13 +0.2%
CAC
2844
Certified Advisory Corp
Florida
$414K +$43.7K +558 +12%
OCPWS
2845
One Charles Private Wealth Services
Massachusetts
$414K -$24.9K -318 -6%
E
2846
Evansbrook
Illinois
$413K +$15.7K +200 +4%
OWA
2847
Octavia Wealth Advisors
Ohio
$413K -$9.55K -122 -2%
BW
2848
Bravera Wealth
North Dakota
$413K – – –
CFO
2849
Custos Family Office
Texas
$412K -$27.8K -355 -6%
LJHT
2850
Laurie J. Hall Trustee
$412K -$45.4K -580 -10%
112 113
114
115 116