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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2601
Kaydan Wealth Management
Michigan
$425K -$5.91K -20 -1%
RRWA
2602
Rainey & Randall Wealth Advisors
Florida
$422K +$2.07K +7 +0.5%
RWP
2603
Revolve Wealth Partners
New Jersey
$422K +$8.27K +28 +2%
WQ
2604
Wealth Quarterback
New Jersey
$422K +$454K +1,539 New
BWM
2605
Birchcreek Wealth Management
Ohio
$420K +$142K +482 +46%
CWM
2606
Collaborative Wealth Management
Florida
$420K +$452K +1,532 New
OLA
2607
Oliver Luxxe Assets
New Jersey
$419K +$15.1K +51 +3%
KA
2608
Keene & Associates
Texas
$418K -$7.38K -25 -2%
HWA
2609
Heartwood Wealth Advisors
Virginia
$417K -$15.9K -54 -3%
SIA
2610
Soltis Investment Advisors
Utah
$417K +$89.5K +303 +25%
FB
2611
First Bancorp
Maine
$416K -$14.5K -49 -3%
MWM
2612
Madison Wealth Management
Ohio
$416K +$13.3K +45 +3%
SSCA
2613
South Shore Capital Advisors
Massachusetts
$415K -$13.6K -46 -3%
TNA
2614
True North Advisors
Texas
$415K +$17.7K +60 +4%
GCAC
2615
Guardian Capital Advisors (Canada)
Ontario, Canada
$414K -$30.7K -104 -7%
BAM
2616
Brave Asset Management
New Jersey
$413K -$7.09K -24 -2%
WBCM
2617
Wilson & Boucher Capital Management
California
$413K – – –
SAS
2618
Stelac Advisory Services
New York
$412K +$442K +1,497 New
FAFN
2619
First Affirmative Financial Network
Colorado
$410K -$57K -193 -11%
TBNY
2620
Trustco Bank (New York)
New York
$410K – – –
LA
2621
Lynch & Associates
Indiana
$409K – – –
ZIMP
2622
Zimmermann Investment Management & Planning
Pennsylvania
$409K +$33.7K +114 +8%
CWS
2623
Cypress Wealth Services
California
$408K -$745K -2,523 -63%
PWM
2624
Peterson Wealth Management
Nevada
$408K -$533K -1,804 -55%
VCM
2625
Vision Capital Management
Oregon
$408K – – –
103 104
105
106 107