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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2851
Westwood Wealth Management
California
$214K +$179K +1,725 New
KWM
2852
Kaydan Wealth Management
Michigan
$214K +$179K +1,724 New
SWM
2853
Shakespeare Wealth Management
Wisconsin
$213K +$179K +1,720 New
HWM
2854
Hobbs Wealth Management
Indiana
$213K +$179K +1,719 New
OWM
2855
Orgel Wealth Management
Wisconsin
$213K +$179K +1,719 New
MAM
2856
MWA Asset Management
Massachusetts
$213K -$1.14M -10,957 -86%
TCM
2857
Traub Capital Management
Massachusetts
$213K +$178K +1,717 New
LFGO
2858
Legacy Financial Group (Oklahoma)
Oklahoma
$213K +$178K +1,716 New
SFC
2859
Swisher Financial Concepts
Ohio
$213K +$178K +1,714 New
WW
2860
Westshore Wealth
California
$212K +$178K +1,713 New
WFAG
2861
Worth Financial Advisory Group
North Carolina
$212K +$178K +1,712 New
CAM
2862
CenterStar Asset Management
Illinois
$212K +$178K +1,711 New
EWA
2863
Emergent Wealth Advisors
New York
$212K +$178K +1,711 New
CAWM
2864
Capital Advisors Wealth Management
Washington
$212K +$178K +1,709 New
GCIA
2865
Gabelli & Co Investment Advisers
New York
$211K +$177K +1,700 New
ACA
2866
Aspire Capital Advisors
Washington
$211K +$177K +1,699 New
FA
2867
Fiducient Advisors
Illinois
$210K +$176K +1,696 New
TF
2868
Tenon Financial
New Jersey
$210K – – –
SFO
2869
Stenger Family Office
Illinois
$209K +$182K +1,749 New
FIBT
2870
First International Bank & Trust
North Dakota
$208K +$175K +1,680 New
OS
2871
Objectivity Squared
South Carolina
$208K +$174K +1,679 New
FNBOMD
2872
First National Bank of Mount Dora
Florida
$208K +$174K +1,679 New
PJWM
2873
Philip James Wealth Mangement
Georgia
$208K +$174K +1,679 New
NA
2874
Nordwand Advisors
Pennsylvania
$208K +$173K +1,661 +9,771%
EGA
2875
E&G Advisors
Texas
$208K -$37.4K -360 -18%
113 114
115
116 117