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Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
2201
Elk River Wealth Management
Colorado
$918K -$27.4K -172 -3%
CSB
2202
City State Bank
Iowa
$918K -$28.5K -179 -3%
OIA
2203
Optimum Investment Advisors
Illinois
$918K -$19.1K -120 -2%
KP
2204
Keel Point
Alabama
$918K +$11.3K +71 +1%
WFA
2205
WestHill Financial Advisors
California
$917K -$4.3K -27 -0.5%
SWM
2206
Salvus Wealth Management
New Jersey
$916K -$37.5K -235 -4%
CAM
2207
Costello Asset Management
Pennsylvania
$916K -$197K -1,238 -17%
IA
2208
IAM Advisory
Pennsylvania
$916K -$319 -2 -0%
MA
2209
MBA Advisors
Pennsylvania
$916K -$70.2K -440 -7%
NLP
2210
Next Level Private
New York
$914K -$638 -4 -0.1%
PFT
2211
Providence First Trust
Arizona
$912K – – –
SPA
2212
Shore Point Advisors
New Jersey
$910K – – –
CIA
2213
Compass Ion Advisors
Pennsylvania
$908K – – –
BWCS
2214
Beirne Wealth Consulting Services
Connecticut
$908K – – –
SCP
2215
Silverleafe Capital Partners
Tennessee
$908K +$1.12K +7 +0.1%
GWAM
2216
Guardian Wealth Advisors (Minnesota)
Minnesota
$907K -$1.59K -10 -0.2%
SCM
2217
Sterneck Capital Management
Missouri
$907K +$107K +671 +13%
FH
2218
FWG Holdings
Florida
$906K +$50.1K +314 +6%
JIP
2219
Jaffetilchin Investment Partners
Florida
$904K +$10.8K +68 +1%
VCM
2220
Virtue Capital Management
Tennessee
$903K -$72.1K -452 -7%
GWM
2221
Gibbs Wealth Management
Georgia
$903K +$320K +2,007 +53%
MIS
2222
Morningstar Investment Services
Illinois
$902K -$19.4M -121,785 -95%
SAM
2223
Smithbridge Asset Management
Pennsylvania
$900K -$1.07M -6,700 -54%
APG
2224
Abacus Planning Group
South Carolina
$897K -$19.9K -125 -2%
CF
2225
Clarity Financial
Texas
$895K +$54.7K +343 +6%
87 88
89
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