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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
2426
Lantern Wealth Advisors
New York
$362K -$151K -3,181 -21%
AP
2427
Advisors Preferred
Maryland
$361K +$361K +7,593 New
CST
2428
Charles Schwab Trust
Nevada
$361K +$8.97K +189 +3%
ATFA
2429
All Terrain Financial Advisors
Minnesota
$360K – – –
SLWA
2430
San Luis Wealth Advisors
California
$359K +$359K +7,556 New
AMCA
2431
Arthur M. Cohen & Associates
Illinois
$359K -$42.7K -900 -11%
PAS
2432
Professional Advisory Services
Florida
$358K -$5.6K -118 -2%
NCM
2433
Northwest Capital Management
Oregon
$358K -$28.4K -599 -7%
RPCONE
2434
Retirement Planning Company of New England
Rhode Island
$358K -$20K -421 -5%
CAM
2435
Cypress Asset Management
Texas
$357K -$2.14K -45 -0.6%
LEA
2436
Legacy Edge Advisors
New York
$356K +$37.2K +783 +12%
MPW
2437
Monterey Private Wealth
California
$356K +$28.1K +591 +9%
FS
2438
Financial Symmetry
North Carolina
$355K -$285 -6 -0.1%
AHL
2439
Abel Hall LLC
Louisiana
$354K -$7.64K -161 -2%
FFG
2440
Frisch Financial Group
New York
$354K -$1.95K -41 -0.5%
HCM
2441
Hollencrest Capital Management
California
$354K +$332 +7 +0.1%
MWM
2442
Mittelman Wealth Management
Massachusetts
$354K +$353K +7,441 New
AWM
2443
Aviso Wealth Management
Washington
$353K +$55.2K +1,162 +19%
PWM
2444
PBMares Wealth Management
Virginia
$352K -$23K -484 -6%
LPAM
2445
Lodestar Private Asset Management
California
$352K +$21.1K +445 +6%
FWM
2446
Fairhaven Wealth Management
Illinois
$352K +$95 +2 +0%
LI
2447
LVZ Inc
Michigan
$352K +$1.57K +33 +0.4%
BCM
2448
Buckhead Capital Management
Georgia
$351K – – –
RCWM
2449
Royal Capital Wealth Management
Indiana
$351K – – –
BCG
2450
Breakwater Capital Group
New Jersey
$350K -$64.1K -1,350 -15%
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98
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