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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
2551
Fortitude Family Office
Arizona
$578K +$247K +447 +77%
MPW
2552
MASECO Private Wealth
$575K +$566K +1,024 New
CBT
2553
Crews Bank & Trust
Florida
$574K -$14.9K -27 -3%
FCMC
2554
Founders Capital Management (Connecticut)
Connecticut
$574K – – –
PWM
2555
Paulson Wealth Management
Illinois
$573K -$4.42K -8 -0.8%
WSA
2556
Warm Springs Advisors
California
$573K – – –
JFG
2557
JMG Financial Group
Illinois
$572K +$553 +1 +0.1%
PW
2558
Pandora Wealth
Illinois
$572K – – –
BTWM
2559
Brass Tax Wealth Management
Ohio
$571K +$17.7K +32 +3%
CPSAC
2560
Chas P. Smith & Associates (CPS)
Florida
$571K -$237K -428 -30%
MWA
2561
Motive Wealth Advisors
Michigan
$570K +$56.4K +102 +11%
FCM
2562
Fire Capital Management
California
$570K – – –
DW
2563
Durante & Waters
New York
$569K – – –
SIS
2564
Sound Income Strategies
Florida
$568K +$191K +345 +52%
CWD
2565
Clarity Wealth Development
Oregon
$567K – – –
RA
2566
Rise Advisors
New York
$567K -$11.1K -20 -2%
CWMK
2567
Caliber Wealth Management (Kansas)
Kansas
$566K +$74.7K +135 +15%
KWM
2568
Kanen Wealth Management
Florida
$562K – – –
LCM
2569
Lattice Capital Management
Washington
$562K – – –
FDW
2570
Fourth Dimension Wealth
Ohio
$559K -$28.2K -51 -5%
RFN
2571
Redwood Financial Network
Ohio
$559K – – –
BW
2572
BIP Wealth
Georgia
$559K -$57.5K -104 -9%
DWS
2573
Discipline Wealth Solutions
South Carolina
$559K – – –
GS
2574
GWN Securities
Florida
$557K -$3.23M -5,836 -86%
FWA
2575
Flagship Wealth Advisors
Massachusetts
$557K – – –
101 102
103
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