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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2501
Kingsman Wealth Management
Florida
$533K +$1.5K +5 +0.3%
AF
2502
Apollon Financial
South Carolina
$532K +$224K +748 +71%
GD
2503
Grandfield & Dodd
New York
$532K -$135K -450 -20%
DRP
2504
Decker Retirement Planning
Utah
$532K +$119K +398 +28%
FIT
2505
Financially in Tune
Massachusetts
$532K +$538K +1,795 New
LTM
2506
Lotus Technology Management
Florida
$531K +$537K +1,794 New
WWMP
2507
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$531K +$537K +1,793 New
ECAM
2508
East Coast Asset Management
Massachusetts
$531K +$599 +2 +0.1%
HCA
2509
Heck Capital Advisors
Wisconsin
$531K +$537K +1,793 New
VCAM
2510
Van Cleef Asset Management
Ohio
$531K – – –
DP
2511
Denver PWM
Colorado
$531K – – –
LC
2512
Landaas & Company
Wisconsin
$530K +$105K +352 +25%
MTC
2513
McDaniel Terry & Co
Texas
$530K -$358K -1,197 -40%
BFPW
2514
BOK Financial Private Wealth
Colorado
$528K +$146K +486 +37%
O3W
2515
Omni 360 Wealth
New Jersey
$528K -$59.9K -200 -10%
HC
2516
Hamilton Capital
Ohio
$527K +$533K +1,780 New
DIA
2517
Dana Investment Advisors
Wisconsin
$527K -$19.2K -64 -3%
MC
2518
Middleton & Co
Massachusetts
$526K – – –
BAMG
2519
Brand Asset Management Group
Missouri
$526K +$37.1K +124 +8%
AIFAIM
2520
American Institute for Advanced Investment Management
Arizona
$525K +$138K +460 +35%
NA
2521
Nautilus Advisors
California
$525K -$69.8K -233 -12%
SSW
2522
Stone Summit Wealth
Florida
$525K +$37.4K +125 +8%
BWS
2523
Buck Wealth Strategies
Colorado
$524K +$6.29K +21 +1%
GCM
2524
Graham Capital Management
Connecticut
$524K +$529K +1,768 New
VCM
2525
Versant Capital Management
Arizona
$524K -$252K -841 -32%
99 100
101
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