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Name Holding Trade Value Shares
Change 		Change in
Stake
SJL
2901
Shayne & Jacobs LLC
Tennessee
$294K -$81.8K -1,200 -22%
AWP
2902
Ascent Wealth Partners
New York
$294K -$3.54K -52 -1%
B
2903
BetterWealth
California
$293K -$28.4K -416 -9%
CWA
2904
Carolina Wealth Advisors
South Carolina
$293K +$190K +2,789 +187%
CA
2905
Carson Advisory
Georgia
$293K -$33.9K -498 -10%
CAM
2906
Clark Asset Management
New Hampshire
$292K -$6.07K -89 -2%
BIM
2907
Barton Investment Management
Pennsylvania
$292K – – –
KFC
2908
Klingenstein Fields & Co
New York
$291K -$14K -205 -5%
WF
2909
Whelan Financial
California
$291K +$58.2K +854 +25%
WWMSC
2910
Wagner Wealth Management (South Carolina)
South Carolina
$291K +$20.7K +304 +8%
JJBC
2911
James J. Burns & Company
New York
$291K -$17.1K -251 -6%
DA
2912
Dover Advisors
Virginia
$290K – – –
SFWC
2913
Strategic Family Wealth Counselors
New Jersey
$290K – – –
VFPW
2914
Vantage Financial Partners (Wisconsin)
Wisconsin
$290K -$13.4K -197 -4%
LF
2915
Lighthouse Financial
Florida
$290K -$11.9K -175 -4%
NPFS
2916
Novak & Powell Financial Services
Florida
$290K +$29.7K +435 +11%
VCWM
2917
Vista Cima Wealth Management
Arizona
$288K -$331K -4,851 -54%
SSW
2918
Stone Summit Wealth
Florida
$288K – – –
MSFP
2919
Mark Sheptoff Financial Planning
Connecticut
$288K – – –
WP
2920
WealthShield Partners
North Carolina
$288K +$4.43K +65 +2%
HAS
2921
Holland Advisory Services
Florida
$288K +$6.2K +91 +2%
LWA
2922
Ledgewood Wealth Advisors
New Hampshire
$287K – – –
RC
2923
Rahlfs Capital
Texas
$287K – – –
GC
2924
GatePass Capital
Ohio
$287K +$286K +4,199 New
CA
2925
Clune & Associates
Illinois
$287K -$15.3K -224 -5%
115 116
117
118 119