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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2801
Joule Financial
Kentucky
$471K +$9.49K +62 +2%
SGWM
2802
Sterling Group Wealth Management
California
$471K -$62.3K -407 -11%
RPA
2803
Rock Point Advisors
Vermont
$470K -$3.83K -25 -0.8%
PCA
2804
Purkiss Capital Advisors
Connecticut
$469K +$496K +3,241 New
KCFA
2805
Key Client Fiduciary Advisors
New Jersey
$469K -$19.7K -129 -4%
LWM
2806
LongView Wealth Management
Georgia
$469K -$67.3K -440 -12%
OWA
2807
One Wealth Advisors
California
$467K -$15.6K -102 -3%
VCM
2808
Virtue Capital Management
Tennessee
$467K +$48.1K +314 +11%
VW
2809
Vance Wealth
California
$467K -$87.6K -572 -15%
CDWM
2810
Campbell Deegan Wealth Management
Virginia
$466K +$493K +3,220 New
IPAM
2811
Investment Partners Asset Management
New Jersey
$466K +$123K +805 +33%
BSSFA
2812
Baron Silver Stevens Financial Advisors
Florida
$466K +$66.3K +433 +16%
QFA
2813
Quantum Financial Advisors
California
$465K -$612 -4 -0.1%
MW
2814
Maia Wealth
Colorado
$464K -$95.4K -623 -17%
IWA
2815
Integrity Wealth Advisors
California
$464K +$490K +3,203 New
BGAI
2816
Bruce G. Allen Investments
Colorado
$463K -$21.9K -143 -4%
BWA
2817
Bordeaux Wealth Advisors
California
$463K -$100K -656 -17%
BSG
2818
Black Swift Group
Colorado
$463K – – –
SL
2819
Summitry LLC
California
$462K -$105K -685 -18%
AWA
2820
Amplius Wealth Advisors
Pennsylvania
$462K -$29.2K -191 -6%
B
2821
Birchbrook
Maine
$461K -$27.2K -178 -5%
BMD
2822
Better Money Decisions
New Mexico
$461K +$1.38K +9 +0.3%
TWM
2823
Triton Wealth Management
Arizona
$461K +$88.5K +578 +25%
RSS
2824
Rosenblum Silverman Sutton
California
$460K +$15.3K +100 +3%
MFG
2825
Midwest Financial Group
Kansas
$460K +$2.14K +14 +0.4%
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113
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