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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2626
Latitude Advisors
Florida
$578K -$1.68K -11 -0.3%
EWP
2627
Elevation Wealth Partners
California
$577K -$24.8K -162 -4%
SCP
2628
Sivia Capital Partners
California
$577K +$51.4K +336 +9%
GEA
2629
Glen Eagle Advisors
New Jersey
$576K -$14.8K -97 -2%
BIA
2630
Barry Investment Advisors
Massachusetts
$574K -$47.9K -313 -7%
NAMNJ
2631
NorthStar Asset Management (New Jersey)
New Jersey
$574K +$18.8K +123 +3%
MA
2632
MJP Associates
Connecticut
$572K +$108K +704 +22%
RTC
2633
Real Talk Capital
Tennessee
$572K +$605K +3,952 New
CWA
2634
Centennial Wealth Advisory
Michigan
$572K -$230K -1,505 -28%
TAM
2635
Trillium Asset Management
Massachusetts
$572K – – –
ALA
2636
Atlas Legacy Advisors
California
$571K +$604K +3,944 New
EWA
2637
Encompass Wealth Advisors
Oregon
$571K -$346K -2,261 -36%
BAM
2638
Brave Asset Management
New Jersey
$571K – – –
LWM
2639
Laidlaw Wealth Management
New York
$570K +$44.2K +289 +8%
UWPG
2640
Ullmann Wealth Partners Group
Florida
$568K +$13.8K +90 +2%
FWP
2641
Firethorn Wealth Partners
Georgia
$568K -$30.2K -197 -5%
PFG
2642
Prosperity Financial Group
California
$566K +$34.7K +227 +6%
GAAM
2643
Guinness Atkinson Asset Management
California
$565K -$1.38K -9 -0.2%
TWP
2644
Triad Wealth Partners
Kansas
$565K +$597K +3,902 New
BWM
2645
BigSur Wealth Management
Florida
$565K -$811K -5,300 -58%
JWS
2646
Juncture Wealth Strategies
Arizona
$564K +$213K +1,392 +56%
IFWM
2647
Institute for Wealth Management
Colorado
$563K -$100K -656 -14%
LWM
2648
Lakeridge Wealth Management
Ohio
$561K -$64.1K -419 -10%
SAM
2649
Summit Asset Management
Tennessee
$560K – – –
PSF
2650
Pacific Sun Financial
California
$560K – – –
104 105
106
107 108