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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
3376
1620 Investment Advisors
Massachusetts
$357K – – –
BFG
3377
Broussard Financial Group
Louisiana
$356K +$317K +3,032 New
BSG
3378
Black Swift Group
Colorado
$356K +$317K +3,029 New
BPC
3379
Bearing Point Capital
Minnesota
$356K – – –
MG
3380
Marex Group
$355K +$316K +3,020 New
FA
3381
Fedenia Advisers
Wisconsin
$355K -$4.6K -44 -1%
CWM
3382
CCG Wealth Management
California
$355K +$21.6K +207 +7%
BFS
3383
Beacon Financial Strategies
North Carolina
$353K – – –
PHAM
3384
Palisades Hudson Asset Management
Florida
$353K +$1.15K +11 +0.4%
OW
3385
Olistico Wealth
Oklahoma
$353K – – –
PWM
3386
Provident Wealth Management
Tennessee
$353K +$314K +3,005 New
CWM
3387
Cherrydale Wealth Management
New Jersey
$352K +$837 +8 +0.3%
CWMS
3388
Cannon Wealth Management Services
North Carolina
$351K -$40.1K -383 -11%
WIA
3389
Westbourne Investment Advisors
Maryland
$351K +$3.56K +34 +1%
SGCM
3390
Sanchez Gaunt Capital Management
Nevada
$350K -$674K -6,447 -68%
KA
3391
Kure Advisory
Minnesota
$350K +$312K +2,982 New
SA
3392
Stewardship Advisors
Pennsylvania
$350K +$5.75K +55 +2%
RRA
3393
Red Reef Advisors
Florida
$350K -$37.1K -355 -11%
NLWP
3394
Next Level Wealth Planning
Idaho
$348K +$2.4K +23 +0.8%
RP
3395
Rowlandmiller & Partners
Georgia
$348K +$22.5K +215 +8%
JGC
3396
J. Goldman & Co
New York
$348K +$310K +2,963 New
AA
3397
Alesco Advisors
New York
$348K +$18.2K +174 +6%
PIWA
3398
Prevail Innovative Wealth Advisors
Kansas
$347K +$309K +2,954 New
BSI
3399
Bennett Selby Investments
Maine
$346K – – –
SCM
3400
Sunbeam Capital Management
Georgia
$346K +$13.9K +133 +5%
134 135
136
137 138