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Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
3051
Cogent Private Wealth
Florida
$513K +$546K +1,491 New
CAM
3052
Chesapeake Asset Management
New York
$512K +$5.49K +15 +1%
FFA
3053
Frazier Financial Advisors
Ohio
$511K +$149K +406 +38%
BA
3054
Brightwater Advisory
Florida
$511K +$366 +1 +0.1%
CG
3055
Clifford Group
Massachusetts
$511K -$12.5K -34 -2%
CFGW
3056
Chancellor Financial Group WB
Pennsylvania
$510K +$2.2K +6 +0.4%
TW
3057
Traveka Wealth
California
$510K -$72.2K -197 -12%
GIM
3058
Guardian Investment Management
California
$510K +$18.3K +50 +3%
PWP
3059
Prasad Wealth Partners
Ohio
$509K +$6.59K +18 +1%
JA
3060
JVL Associates
Michigan
$509K -$2.93K -8 -0.5%
MSWM
3061
Master's Wealth Management
Pennsylvania
$508K +$76.2K +208 +16%
AFP
3062
Alpha Financial Partners
Kentucky
$507K -$8.79K -24 -2%
ITIM
3063
Indiana Trust & Investment Management
Indiana
$507K – – –
CVM
3064
Cheviot Value Management
California
$507K – – –
ERWM
3065
Elk River Wealth Management
Colorado
$507K – – –
AG
3066
AmeriFlex Group
Nevada
$506K -$632K -1,725 -54%
NWA
3067
Navis Wealth Advisors
New York
$505K +$86.4K +236 +19%
BI
3068
Breachway Investments
Rhode Island
$504K +$537K +1,465 New
AT
3069
Avalon Trust
New Mexico
$504K -$3.3K -9 -0.6%
RIS
3070
Richmond Investment Services
Wisconsin
$503K -$23.4K -64 -4%
AWA
3071
Arbor Wealth Advisors
Michigan
$503K – – –
SFG
3072
Sunburst Financial Group
Alabama
$502K -$41K -112 -7%
TFA
3073
TrustWell Financial Advisors
Florida
$500K +$532K +1,453 New
AL
3074
ADE LLC
Maryland
$499K – – –
PPF
3075
Pacific Park Financial
California
$498K +$530K +1,447 New
121 122
123
124 125