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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2501
Sentinel Trust
Texas
$577K -$140K -280 -20%
SCA
2502
Sandy Cove Advisors
Massachusetts
$575K +$58.3K +117 +12%
SC
2503
Summa Corp
Texas
$573K -$304K -610 -35%
SWM
2504
Stronghold Wealth Management
Florida
$573K +$39.9K +80 +8%
WHC
2505
Wulff, Hansen & Co
California
$573K +$67.3K +135 +14%
SCA
2506
Strathmore Capital Advisors
North Carolina
$572K -$64.3K -129 -11%
FAN
2507
Financial Advisors Network
California
$572K +$91.2K +183 +20%
FWP
2508
Firethorn Wealth Partners
Georgia
$570K +$103K +206 +23%
TF
2509
Trek Financial
Arizona
$570K -$1.66M -3,325 -75%
FPL
2510
Fortress Private Ledger
North Carolina
$570K +$204K +410 +59%
TCM
2511
TT Capital Management
California
$569K +$552K +1,108 New
DWM
2512
Darwin Wealth Management
Florida
$569K +$21.4K +43 +4%
NAM
2513
NTV Asset Management
West Virginia
$568K -$75.8K -152 -12%
CVM
2514
Cheviot Value Management
California
$567K – – –
AI
2515
Arvest Investments
Arkansas
$567K -$3.49K -7 -0.6%
SWRP
2516
Summit Wealth & Retirement Planning
California
$566K – – –
RMP
2517
Richards, Merrill & Peterson
Washington
$565K +$4.99K +10 +0.9%
CCA
2518
Catalyst Capital Advisors
New York
$564K +$233K +468 +74%
KWM
2519
KFG Wealth Management
Indiana
$564K +$61.3K +123 +13%
CYG
2520
Clean Yield Group
Vermont
$564K -$7.48K -15 -1%
ACA
2521
Ascension Capital Advisors
Texas
$563K -$32.4K -65 -6%
RFN
2522
Redwood Financial Network
Ohio
$563K +$33.4K +67 +7%
BC
2523
BDFS Capital
Delaware
$563K +$43.9K +88 +9%
PFM
2524
Phillips Financial Management
Indiana
$562K -$35.4K -71 -6%
RMAM
2525
Raab & Moskowitz Asset Management
New Jersey
$562K – – –
99 100
101
102 103