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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3576
Costello Asset Management
Pennsylvania
$301K +$786 +2 +0.3%
PFO
3577
PMG Family Office
Texas
$301K +$292K +743 New
SIA
3578
Stegner Investment Associates
Kentucky
$300K +$29.5K +75 +11%
WF
3579
Whelan Financial
California
$300K +$60.2K +153 +26%
FPCG
3580
Forum Private Client Group
Indiana
$300K +$3.15K +8 +1%
WWP
3581
Wise Wealth Partners
Arizona
$299K – – –
ST
3582
Sageworth Trust
Pennsylvania
$299K +$290K +738 New
PCA
3583
Peddock Capital Advisors
Massachusetts
$299K +$3.93K +10 +1%
SF
3584
Schaeffer Financial
Maryland
$298K – – –
BWM
3585
BKM Wealth Management
Wisconsin
$298K -$7.47K -19 -3%
RW
3586
RVW Wealth
California
$297K – – –
MAG
3587
M3 Advisory Group
Massachusetts
$297K +$17.7K +45 +7%
SFG
3588
Somnio Financial Group
Connecticut
$296K – – –
W
3589
WealthCollab
Washington
$296K – – –
PCMM
3590
Piedmont Capital Management (Montana)
Montana
$296K – – –
EP
3591
Edgestream Partners
New Jersey
$295K +$286K +727 New
NWMG
3592
National Wealth Management Group
Ohio
$294K +$64.1K +163 +29%
EFL
3593
ERn Financial LLC
Wisconsin
$294K -$64.5K -164 -18%
CCM
3594
Colorado Capital Management
Colorado
$294K – – –
SC
3595
Shay Capital
New York
$294K -$845K -2,150 -75%
LIWM
3596
Long Island Wealth Management
New York
$293K – – –
PRTG
3597
Post Resch Tallon Group
New York
$293K – – –
IIM
3598
InTrack Investment Management
Vermont
$293K -$138K -351 -33%
RL
3599
Retireful LLC
Michigan
$293K +$284K +722 New
DC
3600
Dorval Corp
Minnesota
$292K +$786 +2 +0.3%
142 143
144
145 146