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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2301
Carrera Capital Advisors
Michigan
$640K +$26K +329 +4%
LWM
2302
Laidlaw Wealth Management
New York
$639K +$621K +7,867 New
BCM
2303
Banyan Capital Management
Georgia
$637K -$11.5K -145 -2%
OWCM
2304
One Wealth Capital Management
Arizona
$636K +$366K +4,639 +145%
CWM
2305
Challenger Wealth Management
California
$635K +$20.1K +254 +3%
PG
2306
Prostatis Group
Maryland
$634K +$368K +4,661 +149%
LSIA
2307
LaSalle St. Investment Advisors
Illinois
$631K +$1.74K +22 +0.3%
BCPWM
2308
Bradley & Co Private Wealth Management
Florida
$629K – – –
QWM
2309
Quadcap Wealth Management
Texas
$629K +$117K +1,478 +24%
MWM
2310
MOKAN Wealth Management
Kansas
$628K -$7.66K -97 -1%
RWA
2311
River Wealth Advisors
Pennsylvania
$628K -$15.5K -196 -2%
CBT
2312
CoreFirst Bank & Trust
Kansas
$628K -$3.95K -50 -0.6%
WA1
2313
Wimmer Associates 1
California
$626K -$158 -2 -0%
RWS
2314
Resolute Wealth Strategies
Mississippi
$626K – – –
EGWAG
2315
Elwood & Goetz Wealth Advisory Group
Georgia
$626K +$27.2K +345 +5%
BAM
2316
Blueshift Asset Management
New Jersey
$625K +$607K +7,692 New
FC
2317
Fulcrum Capital
Washington
$624K -$2.05K -26 -0.3%
KCFA
2318
Key Client Fiduciary Advisors
New Jersey
$624K +$73.8K +935 +14%
SR
2319
Swiss Re
Switzerland
$623K +$535K +6,775 +758%
FSA
2320
Fort Sheridan Advisors
Illinois
$623K +$1.97K +25 +0.3%
AW
2321
Alteri Wealth
California
$622K +$5.29K +67 +0.9%
CPA
2322
Capital Performance Advisors
California
$622K -$299K -3,786 -33%
CWAG
2323
Compton Wealth Advisory Group
Virginia
$622K – – –
APFP
2324
Action Point Financial Planning
Michigan
$621K +$604K +7,642 New
SF
2325
Sun Financial
Utah
$620K -$61.1K -774 -10%
91 92
93
94 95