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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2551
PCB Capital
New Jersey
$399K +$15.3K +49 +5%
AW
2552
Alchemi Wealth
Connecticut
$397K -$38.8K -124 -10%
CPW
2553
Cogent Private Wealth
Florida
$397K +$47K +150 +16%
ISWM
2554
Independent Solutions Wealth Management
New York
$397K -$42.9K -137 -11%
CFS
2555
Commonwealth Financial Services
West Virginia
$396K +$26.6K +85 +9%
NC
2556
nVerses Capital
Florida
$396K +$332K +1,059 New
LAS
2557
LWM Advisory Services
Florida
$395K +$24.4K +78 +8%
PAI
2558
Pittenger & Anderson Inc
Nebraska
$395K – – –
VFP
2559
Vilga Financial Planning
New Jersey
$395K -$26.6K -85 -7%
RFA
2560
Rollins Financial Advisors
New York
$395K – – –
NB
2561
Northwest Bancshares
Pennsylvania
$394K +$50.1K +160 +18%
QCIG
2562
Quad-Cities Investment Group
Iowa
$394K – – –
CWS
2563
Cypress Wealth Services
California
$392K +$5.63K +18 +2%
CA
2564
Clune & Associates
Illinois
$392K +$328K +1,048 New
WF
2565
Whelan Financial
California
$391K +$23.8K +76 +8%
CP
2566
Capital Planning
Washington
$390K +$68.9K +220 +27%
CPWL
2567
Coquina Private Wealth LLC
Florida
$389K -$6.26K -20 -2%
WKWM
2568
Walter & Keenan Wealth Management
Indiana
$389K +$18.8K +60 +6%
MWA
2569
MN Wealth Advisors
Kansas
$388K +$30.1K +96 +10%
RRWA
2570
Rainey & Randall Wealth Advisors
Florida
$388K – – –
IFA
2571
Independence Financial Advisors
New Hampshire
$387K -$78K -249 -19%
LA
2572
Latitude Advisors
Florida
$387K +$324K +1,036 New
EWA
2573
Encompass Wealth Advisors
Oregon
$387K -$16K -51 -5%
MSWM
2574
Master's Wealth Management
Pennsylvania
$386K +$313 +1 +0.1%
OCWP
2575
Owl Creek Wealth Partners
Colorado
$384K +$27.9K +89 +9%
101 102
103
104 105