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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
3101
JMN Financial
Ohio
$281K +$284K +947 New
LC
3102
Lavaca Capital
Texas
$280K – – –
MCA
3103
Maryland Capital Advisors
Maryland
$280K – – –
DWM
3104
DecisionMap Wealth Management
Virginia
$280K -$2.1K -7 -0.7%
USWIA
3105
UP Strategic Wealth Investment Advisors
Pennsylvania
$280K +$3.89K +13 +1%
EV
3106
EJMK Ventures
Illinois
$279K +$282K +943 New
PFA
3107
Pathway Financial Advisors
Vermont
$279K -$599 -2 -0.2%
FFWA
3108
FRG Family Wealth Advisors
Washington
$279K – – –
WIM
3109
Westside Investment Management
California
$279K -$58.7K -196 -17%
WF
3110
Williams Financial
Vermont
$279K – – –
SPA
3111
Shore Point Advisors
New Jersey
$279K – – –
LSWP
3112
Liberty Square Wealth Partners
Pennsylvania
$278K – – –
IF
3113
IRON Financial
Illinois
$278K +$898 +3 +0.3%
CCA
3114
Conservest Capital Advisors
Pennsylvania
$278K -$1.2K -4 -0.4%
OWA
3115
OakTrust Wealth Advisors
Connecticut
$278K +$281K +937 New
BDF
3116
Black Diamond Financial
Maryland
$277K -$591K -1,975 -68%
FP
3117
Fiduciary Planning
Florida
$277K – – –
PCM
3118
Pennsylvania Capital Management
Pennsylvania
$276K -$6.89K -23 -2%
PRS
3119
Pinkerton Retirement Specialists
Idaho
$276K -$13.5K -45 -5%
MAV
3120
Mason & Associates (Virginia)
Virginia
$276K – – –
OWA
3121
Octavia Wealth Advisors
Ohio
$276K -$12.9K -43 -4%
VC
3122
Veery Capital
Delaware
$276K -$1.8K -6 -0.6%
CFO
3123
Custos Family Office
Texas
$276K +$898 +3 +0.3%
GSWA
3124
Good Steward Wealth Advisors
Tennessee
$275K -$21.3K -71 -7%
CFAM
3125
Center For Asset Management
Florida
$275K +$898 +3 +0.3%
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125
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