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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
3051
Walkner Condon Financial Advisors
Wisconsin
$378K +$88.7K +573 +31%
PWM
3052
Partners Wealth Management
California
$377K +$47.5K +307 +14%
PGWM
3053
Parisi Gray Wealth Management
New Jersey
$377K +$1.7K +11 +0.5%
FL
3054
FreeGulliver LLC
Louisiana
$377K +$376K +2,427 New
RCWM
3055
Royal Capital Wealth Management
Indiana
$377K +$12.1K +78 +3%
NWA
3056
New World Advisors
Massachusetts
$376K +$81.2K +524 +28%
SCA
3057
Sandy Cove Advisors
Massachusetts
$375K +$83.2K +537 +29%
CWG
3058
Crown Wealth Group
North Carolina
$375K +$8.98K +58 +2%
PWA
3059
Phoenix Wealth Advisors
North Carolina
$374K +$111K +717 +42%
FSBI
3060
Fearless Solutions (Best Invest)
Texas
$374K +$8.52K +55 +2%
HA
3061
Helium Advisors
Washington
$373K -$143K -923 -28%
MF
3062
Montis Financial
Massachusetts
$373K +$133K +857 +56%
BCG
3063
Bravias Capital Group
New Jersey
$372K +$49.6K +320 +15%
LFA
3064
Level Financial Advisors
New York
$371K +$126K +814 +52%
GWM
3065
Greenwich Wealth Management
Connecticut
$371K -$41.5K -268 -10%
BGC
3066
Beutel, Goodman & Co
Ontario, Canada
$371K – – –
GPW
3067
Gentry Private Wealth
Kansas
$370K +$15.5K +100 +4%
NPFS
3068
Novak & Powell Financial Services
Florida
$370K -$29.4K -190 -7%
BCM
3069
Beddow Capital Management
Wyoming
$370K – – –
WMG
3070
WESCAP Management Group
California
$369K -$19.5K -126 -5%
AC
3071
AIFG Consultants
New York
$369K +$368K +2,377 New
WOSD
3072
WFA of San Diego
California
$368K -$10.1K -65 -3%
WH
3073
Willner & Heller
California
$366K +$13.6K +88 +4%
OFW
3074
Omnia Family Wealth
Florida
$366K +$126K +811 +52%
PPC
3075
Pennington Partners & Co
Maryland
$366K -$4.03K -26 -1%
121 122
123
124 125