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Name Holding Trade Value Shares
Change 		Change in
Stake
ES
3026
Eagle Strategies
New York
$265K +$646 +4 +0.3%
BWM
3027
Blossom Wealth Management
California
$265K +$4.04K +25 +2%
UW
3028
Unique Wealth
Florida
$264K – – –
P
3029
Paradiem
Louisiana
$264K – – –
AIA
3030
AIMZ Investment Advisors
California
$264K – – –
KWS
3031
Keystone Wealth Services
California
$264K -$19.5K -121 -7%
EE
3032
EWG Elevate
California
$262K -$7.43K -46 -3%
I
3033
INVST
Indiana
$262K +$18.7K +116 +8%
PAG
3034
Private Advisory Group
Washington
$261K +$250K +1,547 New
HHRDM
3035
H&H Retirement Design & Management
Nevada
$261K – – –
TLCM
3036
Twin Lakes Capital Management
California
$260K – – –
CAAM
3037
Cornerstone Advisors Asset Management
Pennsylvania
$260K +$249K +1,540 New
BWM
3038
BNC Wealth Management
Oregon
$260K -$5.17K -32 -2%
GHAM
3039
Gilman Hill Asset Management
Connecticut
$259K -$6.3K -39 -2%
AWM
3040
Austin Wealth Management
Texas
$259K +$289K +1,789 New
OCPWS
3041
One Charles Private Wealth Services
Massachusetts
$259K -$7.59K -47 -3%
SHJ
3042
Sharkey, Howes & Javer
Colorado
$258K -$969 -6 -0.4%
CP
3043
Castleview Partners
Texas
$258K -$17.6K -109 -7%
BCM
3044
Beddow Capital Management
Wyoming
$257K +$246K +1,525 New
AWM
3045
Aprio Wealth Management
Georgia
$257K +$20.5K +127 +9%
KNW
3046
Kesler Norman & Wride
Utah
$257K – – –
BBW
3047
Blue Barn Wealth
Utah
$256K +$22.1K +137 +10%
SHWM
3048
Smith & Howard Wealth Management
Georgia
$256K -$5.49K -34 -2%
CI
3049
Carroll Investors
South Carolina
$256K +$243K +1,506 New
CSA
3050
Cottage Street Advisors
Massachusetts
$256K +$10.2K +63 +4%
120 121
122
123 124