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Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
2851
Annis Gardner Whiting Capital Advisors
Florida
$409K +$61.9K +410 +19%
VCP
2852
Vista Capital Partners
Oregon
$408K -$39.8K -264 -9%
NG
2853
NWK Group
California
$408K – – –
CWM
2854
Circle Wealth Management
New Jersey
$408K +$94.2K +624 +32%
WWC
2855
Waypoint Wealth Counsel
Georgia
$408K -$18.7K -124 -5%
TFF
2856
The Family Firm
Maryland
$407K +$3.32K +22 +0.9%
KBFS
2857
Kohmann Bosshard Financial Services
Ohio
$407K +$59.2K +392 +18%
O3W
2858
Omni 360 Wealth
New Jersey
$406K +$4.22K +28 +1%
NECFA
2859
New England Capital Financial Advisors
Connecticut
$405K +$604 +4 +0.2%
DWM
2860
Denver Wealth Management
Colorado
$404K -$28.5K -189 -7%
CWM
2861
Cedar Wealth Management
California
$404K +$71.2K +472 +23%
BF
2862
Brogan Financial
Tennessee
$404K +$4.07K +27 +1%
4WM
2863
49 Wealth Management
Texas
$404K +$159K +1,055 +71%
CAM
2864
Concorde Asset Management
Michigan
$404K -$27.9K -185 -7%
DMC
2865
Drexel Morgan & Co
Pennsylvania
$403K +$8.3K +55 +2%
BWG
2866
Berry Wealth Group
Texas
$403K +$33.3K +221 +9%
SA
2867
SRH Advisors
Kansas
$402K +$3.32K +22 +0.9%
OQS
2868
Occudo Quantitative Strategies
Florida
$400K +$382K +2,533 New
EAM
2869
Eukles Asset Management
Ohio
$398K +$34.3K +227 +10%
CCP
2870
Carmel Capital Partners
California
$398K +$8.9K +59 +2%
ONSWM
2871
Old North State Wealth Management
North Carolina
$398K +$52.4K +347 +16%
MWP
2872
Madison Wealth Partners
Wisconsin
$396K – – –
RC
2873
Rovin Capital
Arizona
$396K +$155K +1,030 +70%
LFGO
2874
Legacy Financial Group (Oklahoma)
Oklahoma
$395K -$6.94K -46 -2%
CSIA
2875
Charles Schwab Investment Advisory
California
$394K +$85.1K +564 +29%
113 114
115
116 117