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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2251
Castle Wealth Management
Florida
$420K – – –
VWA
2252
Visionary Wealth Advisors
Illinois
$420K -$6.02K -20 -1%
LSA
2253
L & S Advisors
California
$420K +$1.81K +6 +0.4%
FIC
2254
Family Investment Center
Missouri
$417K +$107K +356 +36%
VR
2255
Vision Retirement
New Jersey
$417K +$408K +1,355 New
WBWA
2256
William B. Walkup & Associates
South Carolina
$416K – – –
SL
2257
Summitry LLC
California
$416K -$412K -1,369 -50%
SI
2258
Saxon Interests
Texas
$416K +$9.94K +33 +3%
WWMSC
2259
Wagner Wealth Management (South Carolina)
South Carolina
$415K +$25.6K +85 +7%
DF
2260
Dunhill Financial
United Kingdom
$415K +$5.42K +18 +1%
MAMG
2261
Milestone Asset Management Group
Connecticut
$415K +$405K +1,346 New
ALA
2262
Atlas Legacy Advisors
California
$414K -$5.42K -18 -1%
FPW
2263
Fairvoy Private Wealth
Alabama
$413K -$3.92K -13 -1%
FL
2264
FreeGulliver LLC
Louisiana
$412K +$1.51K +5 +0.4%
TPWA
2265
TRUE Private Wealth Advisors
Oregon
$412K +$2.71K +9 +0.7%
PWP
2266
Ponta Wealth Partners
Florida
$410K +$401K +1,331 New
GAM
2267
Gould Asset Management
California
$410K -$45.8K -152 -10%
DP
2268
Dearborn Partners
Illinois
$410K +$8.43K +28 +2%
NPFS
2269
Novak & Powell Financial Services
Florida
$409K – – –
FWP
2270
Firethorn Wealth Partners
Georgia
$409K +$2.71K +9 +0.7%
APA
2271
Astoria Portfolio Advisors
New York
$408K +$10.5K +35 +3%
EBA
2272
Eagle Bay Advisors
New York
$408K -$17.8K -59 -4%
MWA
2273
Motive Wealth Advisors
Michigan
$407K -$10.5K -35 -3%
FCC
2274
Flower City Capital
New York
$407K – – –
TAP
2275
TSG Advice Partners
Ohio
$407K +$397K +1,320 New
89 90
91
92 93