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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
1476
San Luis Wealth Advisors
California
$13K +$12.7K +213 New
HC
1477
Hoese & Co
Minnesota
$12K -$119 -2 -1%
MW
1478
Milestone Wealth
New York
$12K – – –
PFA
1479
Professional Financial Advisors
Nebraska
$12K – – –
SIC
1480
SJS Investment Consulting
Ohio
$12K – – –
AWM
1481
Atticus Wealth Management
Florida
$12K +$835 +14 +7%
CP
1482
Castleview Partners
Texas
$12K +$12.6K +212 New
OLVIG
1483
Oliver Lagore Vanvalin Investment Group
Michigan
$12K +$13.8K +231 New
CIM
1484
Contravisory Investment Management
Massachusetts
$11K – – –
CAM
1485
Costello Asset Management
Pennsylvania
$11K – – –
NOI
1486
Newton One Investments
Delaware
$11K – – –
HI
1487
Hoey Investments
Pennsylvania
$10K – – –
MSFP
1488
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
UAML
1489
US Asset Management LLC
Pennsylvania
$10K +$10.9K +183 New
LC
1490
Lavaca Capital
Texas
$10K +$958K +16,051 New
CCA
1491
Column Capital Advisors
Indiana
$9K -$13.1K -219 -57%
DWA
1492
Dougherty Wealth Advisers
Minnesota
$9K – – –
SFG
1493
Steward Financial Group
Texas
$9K – – –
TCWA
1494
Ten Capital Wealth Advisors
Washington
$9K +$835 +14 +10%
PWMG
1495
Prestige Wealth Management Group
New Jersey
$9K +$3.82K +64 +69%
CMANY
1496
Capital Management Associates (New York)
New York
$9K +$9.61K +161 New
LAS
1497
Lloyd Advisory Services
Georgia
$8K -$716 -12 -8%
EA
1498
Evolution Advisers
Virginia
$8K – – –
LFA
1499
Level Financial Advisors
New York
$8K – – –
WWM
1500
Wolff Wiese Magana
California
$8K – – –
58 59
60
61 62