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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
3051
Sageworth Trust
Pennsylvania
$387K -$1.41K -9 -0.4%
IP
3052
Isthmus Partners
Wisconsin
$387K – – –
A
3053
Argentarii
Ohio
$386K -$53.5K -342 -13%
USWIA
3054
UP Strategic Wealth Investment Advisors
Pennsylvania
$385K -$12.4K -79 -3%
CWG
3055
Crown Wealth Group
North Carolina
$385K +$17.4K +111 +5%
O3W
3056
Omni 360 Wealth
New Jersey
$385K -$17.1K -109 -5%
LSA
3057
L & S Advisors
California
$385K -$313 -2 -0.1%
FWP
3058
Falcon Wealth Planning
California
$384K +$36.9K +236 +11%
JF
3059
JSF Financial
California
$384K +$2.66K +17 +0.7%
AF
3060
Atala Financial
California
$384K +$7.83K +50 +2%
ONST
3061
Old North State Trust
North Carolina
$384K – – –
SIG
3062
Spinnaker Investment Group
California
$384K -$19.7K -126 -5%
VWM
3063
Vermillion Wealth Management
Minnesota
$383K -$5.79K -37 -2%
SCA
3064
Sandy Cove Advisors
Massachusetts
$383K -$3.13K -20 -0.9%
TCM
3065
Tradewinds Capital Management
Washington
$383K -$52.9K -338 -13%
CP
3066
Castleview Partners
Texas
$383K -$5.79K -37 -2%
CA
3067
Crane Advisory
California
$383K +$88.8K +567 +25%
BWG
3068
Berry Wealth Group
Texas
$382K -$40.7K -260 -10%
WC
3069
Weil Company
California
$382K +$157 +1 +0%
GC
3070
Garde Capital
Washington
$382K – – –
BC
3071
Bowman & Company
Wisconsin
$381K – – –
IAP
3072
Indie Asset Partners
Indiana
$380K -$4.85K -31 -1%
SAM
3073
Sequent Asset Management
Texas
$379K +$15.8K +101 +5%
TCOTS
3074
Trust Company of the South
North Carolina
$379K +$72.6K +464 +26%
SWG
3075
Summit Wealth Group
Vermont
$379K +$470 +3 +0.1%
121 122
123
124 125