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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2501
Amplius Wealth Advisors
Pennsylvania
$271K -$11.4K -230 -4%
KWS
2502
Keystone Wealth Services
California
$271K +$595 +12 +0.2%
TNAM
2503
Terra Nova Asset Management
New York
$268K -$978K -19,726 -78%
CWP
2504
Capital Wealth Planning
Florida
$268K – – –
MAM
2505
McLean Asset Management
Virginia
$267K +$21.8K +440 +9%
BWL
2506
Bogart Wealth LLC
Virginia
$267K +$69.2K +1,396 +35%
LHC
2507
Little House Capital
Massachusetts
$266K -$129K -2,610 -33%
MCM
2508
MV Capital Management
Maryland
$266K -$3.52K -71 -1%
TFA
2509
Triad Financial Advisors
North Carolina
$266K +$1.83K +37 +0.7%
IWP
2510
Innova Wealth Partners
Pennsylvania
$264K +$264K +5,335 New
CP
2511
Castleview Partners
Texas
$264K +$265K +5,341 New
FM
2512
Family Management
New York
$263K -$4.71K -95 -2%
TAM
2513
Townsend Asset Management
North Carolina
$263K +$59.5K +1,200 +29%
KPCM
2514
Kings Point Capital Management
New York
$262K -$141K -2,850 -35%
NC
2515
NovaPoint Capital
Georgia
$262K +$1.04K +21 +0.4%
JF
2516
JSF Financial
California
$262K +$2.13K +43 +0.8%
MFG
2517
Menard Financial Group
Texas
$262K +$262K +5,289 New
FOA
2518
Five Oceans Advisors
California
$261K +$2.58K +52 +1%
AFS
2519
Axiom Financial Strategies
Indiana
$260K +$52.3K +1,056 +22%
CC
2520
Centiva Capital
New York
$258K -$2.55M -51,430 -91%
FFG
2521
Ford Financial Group
California
$258K +$545 +11 +0.2%
SICM
2522
Sustainable Insight Capital Management
New York
$258K +$29.2K +590 +13%
IF
2523
Integrity Financial
Wyoming
$257K +$496 +10 +0.2%
CA
2524
Claris Advisors
Missouri
$257K +$49.6K +1,000 +24%
PWC
2525
PYA Waltman Capital
Tennessee
$256K +$743 +15 +0.3%
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