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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2351
Advisors Preferred
Maryland
$428K -$40.9K -626 -8%
FFP
2352
FourThought Financial Partners
Florida
$428K +$448K +6,870 New
CHA
2353
Cooper/Haims Advisors
New York
$427K +$457 +7 +0.1%
SFS
2354
Strategic Financial Services
New York
$426K +$105K +1,605 +31%
CRI
2355
Colonial River Investments
Virginia
$426K -$66K -1,011 -13%
KL
2356
KWMG LLC
Kansas
$425K +$65 +1 +0%
EGWAG
2357
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$4.24K +65 +1%
MAM
2358
Marotta Asset Management
Virginia
$425K – – –
CWP
2359
Capital Wealth Planning
Florida
$425K -$224K -3,433 -33%
LOPW
2360
Live Oak Private Wealth
North Carolina
$424K -$50.9K -780 -10%
OC
2361
Optima Capital
Oregon
$424K +$445K +6,811 New
KLWA
2362
Kelly Lawrence W & Associates
California
$424K -$44.1K -675 -9%
HBWM
2363
Hollow Brook Wealth Management
New York
$423K – – –
EWM
2364
Elevatus Welath Management
New York
$422K +$97.1K +1,488 +28%
BWM
2365
BKM Wealth Management
Wisconsin
$422K +$19.6K +301 +5%
S
2366
Sunpointe
Missouri
$421K +$57.9K +887 +15%
WFAG
2367
Wescott Financial Advisory Group
Pennsylvania
$421K +$39.4K +603 +10%
MA
2368
Mezzasalma Advisors
New Jersey
$421K +$129K +1,972 +41%
USWIA
2369
UP Strategic Wealth Investment Advisors
Pennsylvania
$420K +$103K +1,571 +30%
BWP
2370
Balboa Wealth Partners
Arizona
$419K +$70.4K +1,079 +19%
AW
2371
Alteri Wealth
California
$419K +$440K +6,734 New
LSIA
2372
LaSalle St. Investment Advisors
Illinois
$419K +$90.4K +1,385 +26%
KWM
2373
Kaydan Wealth Management
Michigan
$419K +$65 +1 +0%
PWM
2374
Paulson Wealth Management
Illinois
$418K +$33.6K +514 +8%
RF
2375
Rossby Financial
Florida
$418K +$438K +6,707 New
93 94
95
96 97