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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2976
RVW Wealth
California
$224K +$2.95K +10 +1%
SA
2977
Scarborough Advisors
Maryland
$224K +$11.5K +39 +5%
PWC
2978
PYA Waltman Capital
Tennessee
$224K +$145K +490 +150%
TA
2979
Tiedemann Advisors
New York
$223K -$81.8K -277 -25%
LC
2980
Landaas & Company
Wisconsin
$223K +$886 +3 +0.4%
AWM
2981
Accel Wealth Management
Iowa
$223K +$1.48K +5 +0.7%
BWM
2982
BlackDiamond Wealth Management
New York
$222K -$5.02K -17 -2%
HWM
2983
Howard Wealth Management
Connecticut
$221K -$104K -351 -30%
CSIA
2984
Carl Stuart Investment Advisor
Texas
$221K – – –
DJYG
2985
David J. Yvars Group
Florida
$221K – – –
PC
2986
Permanens Capital
New York
$219K – – –
AFS
2987
Annapolis Financial Services
Maryland
$219K +$34K +115 +17%
IWP
2988
Innova Wealth Partners
Pennsylvania
$218K – – –
CWM
2989
Castle Wealth Management
Florida
$218K +$235K +796 New
CVM
2990
Cheviot Value Management
California
$217K – – –
CFG
2991
Compton Financial Group
Maryland
$217K – – –
UWPG
2992
Ullmann Wealth Partners Group
Florida
$217K – – –
TFA
2993
Tobias Financial Advisors
Florida
$217K +$233K +790 New
PCMM
2994
Piedmont Capital Management (Montana)
Montana
$216K – – –
AIM
2995
Axiom Investment Management
New York
$215K -$295 -1 -0.1%
TFGT
2996
TS Financial Group (TSFG)
Illinois
$214K +$886 +3 +0.4%
FWM
2997
Focused Wealth Management
New York
$214K +$1.48K +5 +0.6%
RPSA
2998
Richard P. Slaughter Associates
Texas
$214K +$4.43K +15 +2%
AG
2999
AlphaSimPlex Group
Massachusetts
$214K +$231K +781 New
HWM
3000
Horizon Wealth Management
Illinois
$213K -$8.86K -30 -4%
118 119
120
121 122