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Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1101
Patrick M. Sweeney & Associates
Illinois
$238K – – –
SWGC
1102
Summit Wealth Group (Colorado)
Colorado
$238K +$254K +3,191 New
CC
1103
Centiva Capital
New York
$237K +$253K +3,186 New
CAAS
1104
Capital Asset Advisory Services
Michigan
$237K +$234K +2,941 New
WBC
1105
West Branch Capital
Massachusetts
$236K +$159 +2 +0.1%
WSFS
1106
Wilmington Savings Fund Society
Delaware
$235K -$408K -5,138 -62%
CWM
1107
Connecticut Wealth Management
Connecticut
$235K +$5.41K +68 +2%
TTWM
1108
TCV Trust & Wealth Management
Virginia
$234K +$9.54K +120 +4%
HBW
1109
Hazlett, Burt & Watson
West Virginia
$233K +$239K +3,007 +2,506%
SAM
1110
Secure Asset Management
Michigan
$233K -$31.8K -400 -11%
FFA
1111
Founders Financial Alliance
North Carolina
$232K +$248K +3,120 New
UWPG
1112
Ullmann Wealth Partners Group
Florida
$232K +$3.58K +45 +1%
BCP
1113
Blue Chip Partners
Michigan
$231K +$238 +3 +0.1%
NEWAS
1114
N.E.W. Advisory Services
Wisconsin
$231K +$106K +1,329 +75%
SRC
1115
Shufro Rose & Co
New York
$231K – – –
DE
1116
Defiance ETFs
New York
$231K +$246K +3,094 New
RPWA
1117
Regent Peak Wealth Advisors
Georgia
$230K +$3.9K +49 +2%
IWN
1118
Independent Wealth Network
Iowa
$228K +$243K +3,062 New
FIA
1119
Foundations Investment Advisors
Arizona
$227K -$827K -10,400 -77%
PP
1120
Pacifica Partners
Canada
$226K -$23.8K -300 -9%
BFIM
1121
Beese Fulmer Investment Management
Ohio
$225K +$240K +3,025 New
GHAM
1122
Gilman Hill Asset Management
Connecticut
$225K +$28.6K +360 +14%
FOA
1123
Five Oceans Advisors
California
$224K +$6.6K +83 +3%
PA
1124
Promethium Advisors
Maryland
$224K -$119K -1,500 -33%
EFMC
1125
Empire Financial Management Company
New York
$224K – – –
43 44
45
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