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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2901
Proathlete Wealth Management
Florida
$221K +$224K +4,381 New
KW
2902
KWB Wealth
California
$221K -$118K -2,319 -35%
BONST
2903
Bank of Nova Scotia Trust
Ontario, Canada
$221K -$6.85K -134 -3%
FIC
2904
FCG Investment Company
Tennessee
$221K +$223K +4,366 New
ERWM
2905
Elk River Wealth Management
Colorado
$220K +$6.39K +125 +3%
LAM
2906
Lifestyle Asset Management
Texas
$220K -$32.1K -628 -13%
CFA
2907
Capstone Financial Advisors
Illinois
$219K +$358 +7 +0.2%
CS
2908
Capital Square
Tennessee
$219K -$13.6K -266 -6%
MPCA
2909
Madison Park Capital Advisors
Washington
$219K +$222K +4,339 New
SSW
2910
Smith Shellnut Wilson
Mississippi
$219K – – –
SLWA
2911
San Luis Wealth Advisors
California
$219K -$22.6K -443 -9%
SCA
2912
Scott Capital Advisors
Oregon
$219K +$4.91K +96 +2%
OA
2913
Operose Advisors
Wisconsin
$219K -$84.3K -1,650 -28%
SSW
2914
Stone Summit Wealth
Florida
$218K -$12.8K -250 -5%
MBI
2915
May Barnhard Investments
Maryland
$217K +$220K +4,300 New
AIM
2916
Avity Investment Management
Connecticut
$217K – – –
GMFG
2917
Greater Midwest Financial Group
Minnesota
$217K +$219K +4,294 New
WF
2918
Whelan Financial
California
$216K +$1.12K +22 +0.5%
GCM
2919
Gallacher Capital Management
Colorado
$216K -$39.1K -766 -15%
DE
2920
Day & Ennis
Georgia
$216K +$51 +1 +0%
JC
2921
Jentner Corp
Ohio
$216K +$1.23K +24 +0.6%
BCMLT
2922
Beacon Capital Management LLC (Tennessee)
Tennessee
$215K -$37.9K -741 -16%
TNA
2923
True North Advisors
Texas
$215K -$248K -4,846 -53%
MHWM
2924
Montz Harcus Wealth Management
Louisiana
$214K -$12.8K -250 -6%
TWP
2925
Tower Wealth Partners
Pennsylvania
$214K +$216K +4,228 New
115 116
117
118 119