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Name Holding Trade Value Shares
Change 		Change in
Stake
B
2901
BetterWealth
California
$293K -$28.4K -416 -9%
CWA
2902
Carolina Wealth Advisors
South Carolina
$293K +$190K +2,789 +187%
CA
2903
Carson Advisory
Georgia
$293K -$33.9K -498 -10%
CAM
2904
Clark Asset Management
New Hampshire
$292K -$6.07K -89 -2%
BIM
2905
Barton Investment Management
Pennsylvania
$292K – – –
KFC
2906
Klingenstein Fields & Co
New York
$291K -$14K -205 -5%
WF
2907
Whelan Financial
California
$291K +$58.2K +854 +25%
WWMSC
2908
Wagner Wealth Management (South Carolina)
South Carolina
$291K +$20.7K +304 +8%
JJBC
2909
James J. Burns & Company
New York
$291K -$17.1K -251 -6%
DA
2910
Dover Advisors
Virginia
$290K – – –
SFWC
2911
Strategic Family Wealth Counselors
New Jersey
$290K – – –
VFPW
2912
Vantage Financial Partners (Wisconsin)
Wisconsin
$290K -$13.4K -197 -4%
LF
2913
Lighthouse Financial
Florida
$290K -$11.9K -175 -4%
NPFS
2914
Novak & Powell Financial Services
Florida
$290K +$29.7K +435 +11%
VCWM
2915
Vista Cima Wealth Management
Arizona
$288K -$331K -4,851 -54%
SSW
2916
Stone Summit Wealth
Florida
$288K – – –
MSFP
2917
Mark Sheptoff Financial Planning
Connecticut
$288K – – –
WP
2918
WealthShield Partners
North Carolina
$288K +$4.43K +65 +2%
HAS
2919
Holland Advisory Services
Florida
$288K +$6.2K +91 +2%
LWA
2920
Ledgewood Wealth Advisors
New Hampshire
$287K – – –
RC
2921
Rahlfs Capital
Texas
$287K – – –
GC
2922
GatePass Capital
Ohio
$287K +$286K +4,199 New
CA
2923
Clune & Associates
Illinois
$287K -$15.3K -224 -5%
MLA
2924
MB, Levis & Associates
Pennsylvania
$287K -$142K -2,080 -33%
FFL
2925
Financial Freedom LLC
Ohio
$287K +$1.36K +20 +0.5%
115 116
117
118 119