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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3301
Avaii Wealth Management
Wisconsin
$210K -$1.81K -12 -0.9%
PP
3302
Pegasus Partners
Wisconsin
$210K +$201K +1,331 New
B
3303
Bensler
Washington
$210K -$69.7K -462 -26%
MC
3304
Mirabaud & Cie
Switzerland
$209K +$200K +1,324 New
CWA
3305
Consilio Wealth Advisors
Washington
$208K +$199K +1,318 New
FZCM
3306
Flynn Zito Capital Management
New York
$208K +$199K +1,318 New
RWI
3307
Red Wave Investments
Pennsylvania
$208K +$199K +1,316 New
CAM
3308
Councilmark Asset Management
Tennessee
$207K +$198K +1,315 New
1WM
3309
1858 Wealth Management
Ohio
$207K – – –
GCM
3310
Gladius Capital Management
Illinois
$207K +$198K +1,313 New
GWM
3311
GoalFusion Wealth Management
Texas
$207K +$198K +1,313 New
JTWM
3312
Jackson Thornton Wealth Management
Alabama
$207K +$198K +1,311 New
ELM
3313
Elite Life Management
Florida
$207K +$198K +1,310 New
CSIA
3314
Carl Stuart Investment Advisor
Texas
$206K -$97.3K -645 -33%
HAC
3315
Harbor Advisory Corp
New Hampshire
$206K +$197K +1,308 New
BCP
3316
Blue Chip Partners
Michigan
$206K -$9.81K -65 -5%
HWP
3317
Heritage Wealth Partners
Ohio
$206K – – –
BWM
3318
BlackDiamond Wealth Management
New York
$206K +$197K +1,305 New
IWP
3319
Invenio Wealth Partners
Florida
$206K +$197K +1,305 New
LC
3320
Lavaca Capital
Texas
$206K +$197K +1,305 New
BF
3321
Blankinship & Foster
California
$206K +$197K +1,303 New
AWA
3322
Aquire Wealth Advisors
Utah
$205K +$196K +1,302 New
WH
3323
Whitcomb & Hess
Ohio
$205K +$196K +1,297 New
HWM
3324
Howard Wealth Management
Connecticut
$205K +$196K +1,297 New
DGI
3325
Disciplined Growth Investors
Minnesota
$204K +$195K +1,295 New
131 132
133
134 135