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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
3051
Baker Boyer National Bank
Washington
$350K -$29.1K -190 -7%
BW
3052
Basepoint Wealth
Iowa
$349K +$15.3K +100 +4%
O3W
3053
Omni 360 Wealth
New Jersey
$349K -$27.2K -178 -7%
AWMG
3054
Alliance Wealth Management Group
New Jersey
$348K -$4.59K -30 -1%
PFWA
3055
Paces Ferry Wealth Advisors
Georgia
$347K +$105K +683 +40%
PWAC
3056
Private Wealth Advisors (California)
California
$347K +$1.07K +7 +0.3%
JSAM
3057
J. Safra Asset Management
New York
$347K +$164K +1,069 +79%
MW
3058
Members Wealth
Pennsylvania
$346K +$342K +2,233 New
EFP
3059
Elser Financial Planning
Indiana
$346K +$7.35K +48 +2%
MAC
3060
Mason & Associates (California)
California
$346K +$26.2K +171 +8%
SA
3061
Strategic Advocates
Utah
$346K -$303K -1,982 -45%
IWP
3062
Insight Wealth Partners
Texas
$346K -$62.9K -411 -15%
PWM
3063
Puff Wealth Management
New Jersey
$345K +$365K +2,385 New
APW
3064
Aventura Private Wealth
Florida
$345K +$365K +2,384 New
USWIA
3065
UP Strategic Wealth Investment Advisors
Pennsylvania
$345K +$142K +925 +63%
DIP
3066
Davis Investment Partners
North Carolina
$345K +$345K +2,251 New
CFS
3067
Coordinated Financial Services
Colorado
$344K +$364K +2,375 New
LJAC
3068
L.J. Altfest & Co
New York
$343K +$2.75K +18 +0.8%
CFSG
3069
Clark Financial Services Group
Missouri
$342K -$3.06K -20 -0.8%
DWA
3070
Delos Wealth Advisors
Texas
$341K – – –
CCC
3071
Compass Capital Corp
Massachusetts
$341K +$346K +2,263 New
CP
3072
Castleview Partners
Texas
$341K +$37.3K +244 +12%
MAM
3073
Marotta Asset Management
Virginia
$341K – – –
RI
3074
RWWM Inc
California
$340K -$115K -749 -24%
CA
3075
Cannon Advisors
North Carolina
$340K -$68.4K -447 -16%
121 122
123
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