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Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
2901
Pacific Capital Wealth Advisors
California
$281K +$1.05K +4 +0.4%
RC
2902
Rovin Capital
Arizona
$281K +$5.5K +21 +2%
APWA
2903
Atlas Private Wealth Advisors
New Jersey
$280K -$276K -1,056 -52%
CWA
2904
CogentBlue Wealth Advisors
Tennessee
$280K -$17.3K -66 -6%
OWA
2905
Octavia Wealth Advisors
Ohio
$279K +$35.9K +137 +16%
OWM
2906
Opes Wealth Management
California
$279K -$103K -395 -29%
FNA
2907
First National Advisers
Nebraska
$278K +$4.45K +17 +2%
SPAS
2908
Spectrum Planning & Advisory Services
California
$278K +$5.5K +21 +2%
PW
2909
PUREfi Wealth
Massachusetts
$278K -$40.8K -156 -14%
CFSG
2910
Community Financial Services Group
Vermont
$277K – – –
SMF
2911
Sterling Manor Financial
New York
$277K – – –
DFG
2912
Dupree Financial Group
Kentucky
$277K +$56.8K +217 +28%
MCWS
2913
McKinley Carter Wealth Services
West Virginia
$277K +$19.1K +73 +8%
LFA
2914
Level Financial Advisors
New York
$277K +$52.1K +199 +25%
LWA
2915
Lowe Wealth Advisors
Maryland
$277K – – –
CA
2916
CGN Advisors
Kansas
$276K +$256K +979 New
PRS
2917
Pinkerton Retirement Specialists
Idaho
$276K +$77.7K +297 +44%
FFL
2918
Financial Freedom LLC
Ohio
$275K +$262 +1 +0.1%
RPGNY
2919
Retirement Planning Group (New York)
New York
$275K -$39.8K -152 -13%
PRI
2920
Prepared Retirement Institute
Pennsylvania
$275K -$22.2K -85 -8%
AT
2921
Avalon Trust
New Mexico
$275K +$5.24K +20 +2%
MAV
2922
Mason & Associates (Virginia)
Virginia
$275K – – –
TWA
2923
Talisman Wealth Advisors
New Jersey
$275K -$262 -1 -0.1%
FWWM
2924
Fiscal Wisdom Wealth Management
Connecticut
$274K +$249K +953 New
FFG
2925
First Financial Group
North Carolina
$273K +$2.88K +11 +1%
115 116
117
118 119