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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2976
Seldon Capital
California
$226K – – –
SDH
2977
Sloy Dahl & Holst
Washington
$226K – – –
AWA
2978
Aletheian Wealth Advisors
Washington
$226K +$27.8K +94 +13%
FFG
2979
Fortem Financial Group
California
$225K -$60.2K -204 -20%
CCP
2980
Cassia Capital Partners
North Carolina
$225K +$4.43K +15 +2%
KL
2981
KilterHowling LLC
Colorado
$224K +$242K +818 New
BWM
2982
Brickley Wealth Management
California
$224K -$26.9K -91 -10%
RW
2983
RVW Wealth
California
$224K +$2.95K +10 +1%
SA
2984
Scarborough Advisors
Maryland
$224K +$11.5K +39 +5%
PWC
2985
PYA Waltman Capital
Tennessee
$224K +$145K +490 +150%
TA
2986
Tiedemann Advisors
New York
$223K -$81.8K -277 -25%
LC
2987
Landaas & Company
Wisconsin
$223K +$886 +3 +0.4%
AWM
2988
Accel Wealth Management
Iowa
$223K +$1.48K +5 +0.7%
BWM
2989
BlackDiamond Wealth Management
New York
$222K -$5.02K -17 -2%
HWM
2990
Howard Wealth Management
Connecticut
$221K -$104K -351 -30%
CSIA
2991
Carl Stuart Investment Advisor
Texas
$221K – – –
DJYG
2992
David J. Yvars Group
Florida
$221K – – –
PC
2993
Permanens Capital
New York
$219K – – –
AFS
2994
Annapolis Financial Services
Maryland
$219K +$34K +115 +17%
IWP
2995
Innova Wealth Partners
Pennsylvania
$218K – – –
CWM
2996
Castle Wealth Management
Florida
$218K +$235K +796 New
CVM
2997
Cheviot Value Management
California
$217K – – –
CFG
2998
Compton Financial Group
Maryland
$217K – – –
UWPG
2999
Ullmann Wealth Partners Group
Florida
$217K – – –
TFA
3000
Tobias Financial Advisors
Florida
$217K +$233K +790 New
118 119
120
121 122