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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2651
Roberts Wealth Advisors
California
$561K +$537K +3,559 New
OW
2652
Olistico Wealth
Oklahoma
$560K +$147K +973 +38%
BWA
2653
Blodgett Wealth Advisors
California
$559K -$173K -1,149 -24%
CWM
2654
Chemistry Wealth Management
New York
$558K +$22.2K +147 +4%
FG
2655
Foster Group
Iowa
$555K -$263K -1,743 -33%
CL
2656
COWA LLC
Oklahoma
$554K -$35.3K -234 -6%
AW
2657
Avion Wealth
Texas
$553K +$1.96K +13 +0.4%
PWM
2658
Power Wealth Management
Georgia
$553K -$31.5K -209 -6%
JWM
2659
Jupiter Wealth Management
Colorado
$553K +$513K +3,400 New
LIG
2660
Lokken Investment Group
Delaware
$552K +$905 +6 +0.2%
DWM
2661
Dopkins Wealth Management
New York
$552K +$528K +3,500 New
ML
2662
McAdam LLC
Pennsylvania
$552K +$8.6K +57 +2%
ACM
2663
Aljian Capital Management
Nevada
$551K +$28.7K +190 +6%
OIM
2664
Oder Investment Management
California
$550K +$261K +1,728 +98%
WC
2665
Whitney & Co
New York
$550K -$3.77K -25 -0.7%
LODC
2666
Lanham O'Dell & Company
West Virginia
$550K +$22.6K +150 +4%
PSF
2667
Pacific Sun Financial
California
$550K +$526K +3,486 New
CA
2668
Crumly & Associates
Illinois
$549K +$45K +298 +9%
VCS
2669
Vaughan & Co Securities
New Jersey
$549K -$42.7K -283 -8%
LSIA
2670
LaSalle St. Investment Advisors
Illinois
$549K +$6.49K +43 +1%
ODFS
2671
O'Donnell Financial Services
California
$548K +$755 +5 +0.1%
WA
2672
Wealthstar Advisors
Texas
$548K +$151 +1 +0%
EWM
2673
Elevatus Welath Management
New York
$547K +$10.4K +69 +2%
PP
2674
Pacifica Partners
Canada
$546K +$9.51K +63 +2%
QFA
2675
Quantum Financial Advisors
California
$546K +$39.5K +262 +8%
105 106
107
108 109