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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
2101
Warren Street Wealth Advisors
California
$420K +$32.3K +118 +9%
PSP
2102
Principal Street Partners
Tennessee
$419K -$337K -1,232 -47%
KLWA
2103
Kelly Lawrence W & Associates
California
$419K -$27.3K -100 -7%
VIM
2104
Vista Investment Management
Pennsylvania
$419K – – –
BFO
2105
Biltmore Family Office
North Carolina
$418K – – –
DW30
2106
Drucker Wealth 3.0
New Jersey
$418K +$41.8K +153 +12%
SCA
2107
Sandy Cove Advisors
Massachusetts
$418K +$10.7K +39 +3%
MF
2108
Montis Financial
Massachusetts
$418K +$75.7K +277 +25%
AWM
2109
Affinity Wealth Management
Delaware
$417K +$273 +1 +0.1%
DFG
2110
Dynamic Financial Group
Iowa
$417K +$273 +1 +0.1%
SL
2111
Sentinus LLC
Illinois
$417K +$128K +469 +51%
FTUS
2112
Flow Traders U.S.
New York
$417K -$178K -651 -32%
EBA
2113
Eagle Bay Advisors
New York
$416K -$16.7K -61 -4%
RW
2114
Rede Wealth
Virginia
$416K +$378K +1,382 New
VWA
2115
Visionary Wealth Advisors
Illinois
$416K -$78.4K -287 -17%
CWA
2116
Consilio Wealth Advisors
Washington
$415K +$9.57K +35 +3%
JBA
2117
Johnson Bixby & Associates
Washington
$414K – – –
RA
2118
Riversedge Advisors
Delaware
$414K +$376K +1,376 New
CW
2119
Code Waechter
Florida
$413K +$25.1K +92 +7%
CPL
2120
CAP Partners LLC
Tennessee
$412K – – –
WCA
2121
Westover Capital Advisors
Delaware
$412K – – –
CFG
2122
Carter Financial Group
Illinois
$411K +$122K +447 +49%
DWM
2123
Dynasty Wealth Management
Florida
$410K +$373K +1,364 New
CWM
2124
Castle Wealth Management
Florida
$410K – – –
TWD
2125
True Wealth Design
Ohio
$409K +$86.9K +318 +31%
83 84
85
86 87