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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2726
Physician Wealth Advisors
Utah
$230K -$4.52K -73 -2%
GHA
2727
Granite Harbor Advisors
Texas
$230K +$2.17K +35 +1%
LAM
2728
Lewis Asset Management
California
$230K +$12.4K +200 +6%
LRWA
2729
Long Run Wealth Advisors
New York
$230K – – –
SWP
2730
Summit Wealth Partners
Florida
$229K +$248 +4 +0.1%
CWA
2731
Consilio Wealth Advisors
Washington
$227K +$17.5K +282 +9%
FWA
2732
FSM Wealth Advisors
Ohio
$227K +$9.22K +149 +4%
TCM
2733
Tang Capital Management
California
$227K +$220K +3,561 New
CWA
2734
CM Wealth Advisors
Ohio
$226K +$5.26K +85 +2%
GF
2735
Gimbal Financial
Indiana
$226K – – –
HFP
2736
Holistic Financial Partners
Indiana
$226K -$51.7K -836 -19%
NWA
2737
Navis Wealth Advisors
New York
$226K +$10.8K +174 +5%
AF
2738
Affiance Financial
Minnesota
$226K +$220K +3,548 New
DI
2739
Disciplined Investments
Oklahoma
$226K -$2.91K -47 -1%
CAM
2740
Concorde Asset Management
Michigan
$225K +$2.66K +43 +1%
CT
2741
Coastline Trust
Rhode Island
$225K -$6.19K -100 -3%
BIM
2742
Breakwater Investment Management
Washington
$225K – – –
M1FG
2743
Mach-1 Financial Group
Arkansas
$224K -$34.5K -557 -14%
CBB
2744
Citizens Business Bank
California
$224K +$7K +113 +3%
AWM
2745
Act Wealth Management
Texas
$223K +$6.81K +110 +3%
DWM
2746
Dorchester Wealth Management
Quebec, Canada
$223K +$217K +3,506 New
C
2747
Covestor
United Kingdom
$223K -$25.2K -407 -10%
MAM
2748
McLean Asset Management
Virginia
$222K -$4.52K -73 -2%
WWP
2749
Waypoint Wealth Partners
California
$222K +$216K +3,490 New
EBSAM
2750
Eubel Brady & Suttman Asset Management
Ohio
$222K +$433 +7 +0.2%
108 109
110
111 112