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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
2576
Golden State Wealth Management
California
$417K +$29.3K +387 +8%
BFG
2577
Beto Financial Group
Idaho
$416K +$8.69K +115 +2%
SWA
2578
SOA Wealth Advisors
New York
$416K -$14.3K -189 -3%
WMA
2579
Wealth Management Associates
New Jersey
$415K -$23K -304 -5%
SL
2580
Sentry LLC
Tennessee
$415K -$10.3K -136 -2%
1CP
2581
1015 Capital Partners
Pennsylvania
$414K – – –
JLBC
2582
J.L. Bainbridge & Co
Florida
$414K +$8.16K +108 +2%
SQA
2583
Simon Quick Advisors
New Jersey
$414K +$25.8K +341 +7%
WAG
2584
Winthrop Advisory Group
Massachusetts
$413K -$2.95K -39 -0.7%
BI
2585
Bolthouse Investments
California
$413K – – –
CA
2586
Cache Advisors
California
$413K – – –
VWA
2587
VSM Wealth Advisory
Maryland
$411K – – –
BWM
2588
Braeburn Wealth Management
Michigan
$411K -$5.37K -71 -1%
RWA
2589
Rooted Wealth Advisors
Illinois
$411K +$12.3K +163 +3%
SRC
2590
Shufro Rose & Co
New York
$411K – – –
WFA
2591
Wellspring Financial Advisors
Ohio
$411K -$2.87K -38 -0.2%
KWA
2592
Kellett Wealth Advisors
Ohio
$410K +$33.1K +438 +9%
XWL
2593
XXI Wealth LLC
Illinois
$410K +$3.33K +44 +0.8%
PPC
2594
Pennington Partners & Co
Maryland
$409K +$37.4K +495 +10%
CFM
2595
Catalyst Funds Management
Australia
$409K +$406K +5,375 New
SCA
2596
Sippican Capital Advisors
Massachusetts
$409K – – –
SWM
2597
Sterling Wealth Management
Illinois
$408K – – –
PC
2598
PCB Capital
New Jersey
$408K +$7.79K +103 +2%
SAW
2599
Signal Advisors Wealth
Michigan
$407K +$146K +1,934 +56%
SHFP
2600
Second Half Financial Partners
Florida
$407K +$68.4K +905 +20%
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