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Name Holding Trade Value Shares
Change 		Change in
Stake
PWC
2551
Pathfinder Wealth Consulting
North Carolina
$804K -$13.1K -36 -1%
FDS
2552
Freedom Day Solutions
Texas
$804K +$23.3K +64 +3%
BOM
2553
Bank of Marin
California
$802K +$47.4K +130 +6%
WI
2554
Wedgewood Investors
Pennsylvania
$802K +$4.37K +12 +0.5%
BOPW
2555
Brandywine Oak Private Wealth
Pennsylvania
$801K -$96.6K -265 -10%
CFCS
2556
CDM Financial Counseling Services
Connecticut
$801K -$3.28K -9 -0.4%
MWA
2557
Medallion Wealth Advisors
Connecticut
$799K +$51K +140 +6%
NG
2558
Novem Group
New York
$799K +$107K +293 +14%
ZWA
2559
Zinnia Wealth Advisory
Florida
$799K -$186K -510 -17%
CCA
2560
Catalyst Capital Advisors
New York
$798K – – –
S
2561
Sunpointe
Missouri
$794K -$69.2K -190 -7%
CW
2562
Cornerstone Wealth
Tennessee
$794K +$879K +2,413 New
MTIC
2563
Missouri Trust & Investment Company
Missouri
$794K +$43.7K +120 +5%
CWMG
2564
Compass Wealth Management (Georgia)
Georgia
$794K +$2.55K +7 +0.3%
NRC
2565
New Republic Capital
North Carolina
$793K -$496K -1,360 -36%
ZCP
2566
Z3 Capital Partners
Virginia
$792K -$29.2K -80 -3%
FSA
2567
Financial Security Advisor
Virginia
$792K +$157K +430 +22%
SCA
2568
Strathmore Capital Advisors
North Carolina
$791K +$21.1K +58 +3%
DWM
2569
DecisionMap Wealth Management
Virginia
$790K -$16.4K -45 -2%
AFW
2570
Avantra Family Wealth
Pennsylvania
$790K +$404K +1,109 +86%
DG
2571
DMC Group
Alabama
$790K -$62.3K -171 -7%
RWM
2572
Ruedi Wealth Management
Illinois
$789K +$364 +1 +0%
AIA
2573
Arbor Investment Advisors
North Carolina
$788K +$25.5K +70 +3%
FWM
2574
Forteris Wealth Management
New York
$788K +$8.02K +22 +0.9%
KW
2575
KWB Wealth
California
$785K – – –
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103
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