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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
3576
Whelan Financial
California
$300K +$60.2K +153 +26%
FPCG
3577
Forum Private Client Group
Indiana
$300K +$3.15K +8 +1%
WWP
3578
Wise Wealth Partners
Arizona
$299K – – –
ST
3579
Sageworth Trust
Pennsylvania
$299K +$290K +738 New
PCA
3580
Peddock Capital Advisors
Massachusetts
$299K +$3.93K +10 +1%
SF
3581
Schaeffer Financial
Maryland
$298K – – –
BWM
3582
BKM Wealth Management
Wisconsin
$298K -$7.47K -19 -3%
RW
3583
RVW Wealth
California
$297K – – –
MAG
3584
M3 Advisory Group
Massachusetts
$297K +$17.7K +45 +7%
SFG
3585
Somnio Financial Group
Connecticut
$296K – – –
W
3586
WealthCollab
Washington
$296K – – –
PCMM
3587
Piedmont Capital Management (Montana)
Montana
$296K – – –
EP
3588
Edgestream Partners
New Jersey
$295K +$286K +727 New
NWMG
3589
National Wealth Management Group
Ohio
$294K +$64.1K +163 +29%
EFL
3590
ERn Financial LLC
Wisconsin
$294K -$64.5K -164 -18%
CCM
3591
Colorado Capital Management
Colorado
$294K – – –
SC
3592
Shay Capital
New York
$294K -$845K -2,150 -75%
LIWM
3593
Long Island Wealth Management
New York
$293K – – –
PRTG
3594
Post Resch Tallon Group
New York
$293K – – –
IIM
3595
InTrack Investment Management
Vermont
$293K -$138K -351 -33%
RL
3596
Retireful LLC
Michigan
$293K +$284K +722 New
DC
3597
Dorval Corp
Minnesota
$292K +$786 +2 +0.3%
EWM
3598
Elevatus Welath Management
New York
$292K +$40.5K +103 +17%
VNA
3599
Valley National Advisers
Pennsylvania
$292K -$1.98M -5,030 -87%
KWA
3600
Kellett Wealth Advisors
Ohio
$292K -$18.1K -46 -6%
142 143
144
145 146