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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
3401
Olistico Wealth
Oklahoma
$353K – – –
PWM
3402
Provident Wealth Management
Tennessee
$353K +$314K +3,005 New
CWM
3403
Cherrydale Wealth Management
New Jersey
$352K +$837 +8 +0.3%
CWMS
3404
Cannon Wealth Management Services
North Carolina
$351K -$40.1K -383 -11%
WIA
3405
Westbourne Investment Advisors
Maryland
$351K +$3.56K +34 +1%
SGCM
3406
Sanchez Gaunt Capital Management
Nevada
$350K -$674K -6,447 -68%
KA
3407
Kure Advisory
Minnesota
$350K +$312K +2,982 New
SA
3408
Stewardship Advisors
Pennsylvania
$350K +$5.75K +55 +2%
RRA
3409
Red Reef Advisors
Florida
$350K -$37.1K -355 -11%
NLWP
3410
Next Level Wealth Planning
Idaho
$348K +$2.4K +23 +0.8%
RP
3411
Rowlandmiller & Partners
Georgia
$348K +$22.5K +215 +8%
JGC
3412
J. Goldman & Co
New York
$348K +$310K +2,963 New
AA
3413
Alesco Advisors
New York
$348K +$18.2K +174 +6%
PIWA
3414
Prevail Innovative Wealth Advisors
Kansas
$347K +$309K +2,954 New
BSI
3415
Bennett Selby Investments
Maine
$346K – – –
SCM
3416
Sunbeam Capital Management
Georgia
$346K +$13.9K +133 +5%
CMI
3417
Clare Market Investments
Texas
$345K -$627 -6 -0.2%
SP
3418
Saranac Partners
$345K -$11K -105 -3%
AWM
3419
Abound Wealth Management
Tennessee
$345K -$65K -622 -17%
BWM
3420
Bluebird Wealth Management
Massachusetts
$344K +$21.1K +202 +7%
GFA
3421
Godfrey Financial Associates
New York
$344K -$15.2K -145 -5%
TCOK
3422
Trust Company of Kansas
Kansas
$344K -$50.9K -487 -14%
CFG
3423
Copley Financial Group
California
$344K -$218K -2,083 -42%
CFP
3424
Curran Financial Partners
South Carolina
$343K -$16.7K -160 -5%
TAM
3425
Townsend Asset Management
North Carolina
$343K +$418 +4 +0.1%
135 136
137
138 139