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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
2226
Golden State Equity Partners
California
$433K +$14.8K +49 +4%
GFA
2227
Gladwyn Financial Advisors
Virginia
$432K +$602 +2 +0.1%
COCM
2228
Charter Oak Capital Management
New Hampshire
$432K -$1.81K -6 -0.4%
FDCP
2229
Foster Dykema Cabot & Partners
Massachusetts
$431K -$21.4K -71 -5%
CFA
2230
Cahill Financial Advisors
Minnesota
$431K – – –
LWM
2231
Liberty Wealth Management
California
$431K -$4.82K -16 -1%
ML
2232
MLP3 LLC
New Jersey
$431K +$421K +1,398 New
CAM
2233
Clark Asset Management
New Hampshire
$429K +$22K +73 +6%
VIM
2234
Vista Investment Management
Pennsylvania
$429K – – –
KLWA
2235
Kelly Lawrence W & Associates
California
$429K – – –
MCP
2236
Miller Capital Partners
Michigan
$429K +$419K +1,392 New
FNWM
2237
Financial Network Wealth Management
Utah
$428K – – –
AWM
2238
Affinity Wealth Management
Delaware
$428K – – –
DFG
2239
Dynamic Financial Group
Iowa
$427K – – –
SIA
2240
SGL Investment Advisors
Montana
$427K -$66.8K -222 -14%
CWA
2241
Crusonia Wealth Advisors
Colorado
$427K +$417K +1,385 New
FFG
2242
First Financial Group
North Carolina
$425K -$44.9K -149 -10%
CPL
2243
CAP Partners LLC
Tennessee
$424K +$2.11K +7 +0.5%
XWL
2244
XXI Wealth LLC
Illinois
$424K +$415K +1,377 New
EPW
2245
Endeavor Private Wealth
Kansas
$423K +$42.5K +141 +11%
WCA
2246
Westover Capital Advisors
Delaware
$422K – – –
WA
2247
Waystone Advisors
Washington
$422K +$413K +1,370 New
SI
2248
Stirlingshire Investments
New York
$422K +$412K +1,368 New
TWD
2249
True Wealth Design
Ohio
$422K +$2.71K +9 +0.7%
GRR
2250
Golden Reserve Retirement
Ohio
$420K +$410K +1,363 New
88 89
90
91 92