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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2576
Clune & Associates
Illinois
$392K +$328K +1,048 New
WF
2577
Whelan Financial
California
$391K +$23.8K +76 +8%
CP
2578
Capital Planning
Washington
$390K +$68.9K +220 +27%
CPWL
2579
Coquina Private Wealth LLC
Florida
$389K -$6.26K -20 -2%
WKWM
2580
Walter & Keenan Wealth Management
Indiana
$389K +$18.8K +60 +6%
MWA
2581
MN Wealth Advisors
Kansas
$388K +$30.1K +96 +10%
RRWA
2582
Rainey & Randall Wealth Advisors
Florida
$388K – – –
IFA
2583
Independence Financial Advisors
New Hampshire
$387K -$78K -249 -19%
LA
2584
Latitude Advisors
Florida
$387K +$324K +1,036 New
EWA
2585
Encompass Wealth Advisors
Oregon
$387K -$16K -51 -5%
MSWM
2586
Master's Wealth Management
Pennsylvania
$386K +$313 +1 +0.1%
OCWP
2587
Owl Creek Wealth Partners
Colorado
$384K +$27.9K +89 +9%
LWM
2588
LongView Wealth Management
Georgia
$384K -$9.71K -31 -3%
SWA
2589
SOA Wealth Advisors
New York
$384K -$11.3K -36 -3%
TWM
2590
Tradition Wealth Management
Minnesota
$383K +$40.1K +128 +14%
RFM
2591
Royal Fund Management
Florida
$383K +$7.83K +25 +3%
QFP
2592
Quantum Financial Partners
Kansas
$382K +$320K +1,023 New
WC
2593
Weil Company
California
$381K – – –
AWA
2594
Amplius Wealth Advisors
Pennsylvania
$379K +$14.4K +46 +5%
OA
2595
Oxbow Advisors
Texas
$379K – – –
LGW
2596
Leslie Global Wealth
Illinois
$379K +$21.3K +68 +7%
LW
2597
Lauer Wealth
Indiana
$378K +$335K +1,070 New
CWM
2598
Chesapeake Wealth Management
Virginia
$378K +$11.6K +37 +4%
LCM
2599
Legato Capital Management
California
$377K -$518K -1,656 -62%
VRM
2600
Vectors Research Management
New York
$376K +$1.56K +5 +0.5%
102 103
104
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