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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2601
Elevation Wealth Partners
California
$668K +$470 +3 +0.1%
BIA
2602
Barry Investment Advisors
Massachusetts
$667K +$4.23K +27 +0.7%
TFGT
2603
TS Financial Group (TSFG)
Illinois
$667K +$85.9K +549 +16%
EPW
2604
Endeavor Private Wealth
Kansas
$666K +$546K +3,486 +706%
JWWM
2605
Johnson & White Wealth Management
Pennsylvania
$664K +$66.8K +427 +12%
CWM
2606
Chemistry Wealth Management
New York
$661K -$13.8K -88 -2%
ARMT
2607
Amica Retiree Medical Trust
Rhode Island
$660K -$147K -942 -19%
TAM
2608
Trillium Asset Management
Massachusetts
$660K – – –
CCA
2609
Cadent Capital Advisors
Oklahoma
$660K -$291K -1,861 -32%
BAM
2610
Brave Asset Management
New Jersey
$659K – – –
WSA
2611
Warm Springs Advisors
California
$654K +$33.2K +212 +6%
LSIA
2612
LaSalle St. Investment Advisors
Illinois
$654K +$23.2K +148 +4%
KPWM
2613
KDK Private Wealth Management
Texas
$654K -$59.5K -380 -9%
BWM
2614
BigSur Wealth Management
Florida
$652K – – –
BA
2615
Ballew Advisors
Mississippi
$652K -$4.07K -26 -0.5%
PFG
2616
Prosperity Financial Group
California
$652K -$1.56K -10 -0.3%
WF
2617
Wayfinding Financial
Washington
$652K +$52.9K +338 +9%
ACA
2618
Affinity Capital Advisors
California
$651K +$142K +904 +23%
GXJ
2619
Global X Japan
Japan
$651K +$67.6K +432 +12%
SWA
2620
Strata Wealth Advisors
Texas
$648K +$18.5K +118 +3%
PPH
2621
Pure Portfolios Holdings
Oregon
$648K +$116K +740 +24%
WFAG
2622
Wescott Financial Advisory Group
Pennsylvania
$647K +$58.5K +374 +11%
EWA
2623
Encompass Wealth Advisors
Oregon
$646K -$12.5K -80 -2%
LA
2624
Latitude Advisors
Florida
$645K -$21K -134 -3%
MCA
2625
Maryland Capital Advisors
Maryland
$645K – – –
103 104
105
106 107