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Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2576
Olistico Wealth
Oklahoma
$301K +$945 +9 +0.3%
QFA
2577
Quantum Financial Advisors
California
$300K -$15.3K -146 -5%
GWM
2578
GK Wealth Management
Nevada
$300K +$283K +2,696 New
WCFA
2579
Walkner Condon Financial Advisors
Wisconsin
$300K +$15.3K +146 +6%
WFS
2580
WealthGarden F.S.
California
$299K -$59.9K -570 -17%
CWC
2581
Carolinas Wealth Consulting
North Carolina
$298K +$1.58K +15 +0.2%
PMG
2582
ProVise Management Group
Florida
$298K -$281K -2,674 -50%
EWP
2583
Elevation Wealth Partners
California
$298K – – –
SIM
2584
SSI Investment Management
California
$297K -$210 -2 -0.1%
PAM
2585
Prodigy Asset Management
Nebraska
$297K +$280K +2,670 New
SIG
2586
Spinnaker Investment Group
California
$297K -$26.8K -255 -9%
NFA
2587
Northwest Financial Advisors
Virginia
$297K +$15.1K +144 +6%
KFA
2588
Kapstone Financial Advisors
Ohio
$296K -$33.4K -318 -11%
EFP
2589
Elser Financial Planning
Indiana
$296K +$11K +105 +4%
TFA
2590
Tranquilli Financial Advisor
New Jersey
$296K +$35.9K +342 +15%
CCA
2591
Corps Capital Advisors
Texas
$295K +$278K +2,651 New
EMAM
2592
Encompass More Asset Management
California
$295K -$1.16K -11 -0.4%
AC
2593
Avenir Corporation
Virginia
$295K – – –
PWM
2594
Partners Wealth Management
California
$295K +$278K +2,646 New
RFN
2595
RDA Financial Network
Iowa
$295K +$27.9K +266 +11%
RWM
2596
Rialto Wealth Management
New York
$294K +$277K +2,640 New
RPA
2597
Rock Point Advisors
Vermont
$294K -$24.9K -237 -8%
DW
2598
Dodds Wealth
Colorado
$293K +$105 +1 +0%
FPCP
2599
Fort Point Capital Partners
California
$293K -$34.4K -327 -11%
DFS
2600
Dixon Fnancial Services
California
$293K -$525 -5 -0.2%
102 103
104
105 106