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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
3026
Blossom Wealth Management
California
$265K +$4.04K +25 +2%
UW
3027
Unique Wealth
Florida
$264K – – –
P
3028
Paradiem
Louisiana
$264K – – –
AIA
3029
AIMZ Investment Advisors
California
$264K – – –
KWS
3030
Keystone Wealth Services
California
$264K -$19.5K -121 -7%
EE
3031
EWG Elevate
California
$262K -$7.43K -46 -3%
I
3032
INVST
Indiana
$262K +$18.7K +116 +8%
PAG
3033
Private Advisory Group
Washington
$261K +$250K +1,547 New
HHRDM
3034
H&H Retirement Design & Management
Nevada
$261K – – –
TLCM
3035
Twin Lakes Capital Management
California
$260K – – –
CAAM
3036
Cornerstone Advisors Asset Management
Pennsylvania
$260K +$249K +1,540 New
BWM
3037
BNC Wealth Management
Oregon
$260K -$5.17K -32 -2%
GHAM
3038
Gilman Hill Asset Management
Connecticut
$259K -$6.3K -39 -2%
AWM
3039
Austin Wealth Management
Texas
$259K +$289K +1,789 New
OCPWS
3040
One Charles Private Wealth Services
Massachusetts
$259K -$7.59K -47 -3%
SHJ
3041
Sharkey, Howes & Javer
Colorado
$258K -$969 -6 -0.4%
CP
3042
Castleview Partners
Texas
$258K -$17.6K -109 -7%
BCM
3043
Beddow Capital Management
Wyoming
$257K +$246K +1,525 New
AWM
3044
Aprio Wealth Management
Georgia
$257K +$20.5K +127 +9%
KNW
3045
Kesler Norman & Wride
Utah
$257K – – –
BBW
3046
Blue Barn Wealth
Utah
$256K +$22.1K +137 +10%
SHWM
3047
Smith & Howard Wealth Management
Georgia
$256K -$5.49K -34 -2%
CI
3048
Carroll Investors
South Carolina
$256K +$243K +1,506 New
CSA
3049
Cottage Street Advisors
Massachusetts
$256K +$10.2K +63 +4%
AWM
3050
Avaii Wealth Management
Wisconsin
$255K +$16.3K +101 +7%
120 121
122
123 124