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Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
2751
Wulff, Hansen & Co
California
$500K – – –
E
2752
Entelevest
Florida
$499K +$489K +874 New
GGI
2753
GPM Growth Investors
Michigan
$499K +$67.6K +121 +16%
RIA
2754
Realta Investment Advisors
Delaware
$499K -$26.3K -47 -5%
MWM
2755
Mosley Wealth Management
California
$498K +$482K +863 New
OBWA
2756
Oak Barrel Wealth Advisory
Virginia
$497K +$487K +871 New
VCM
2757
Vision Capital Management
Oregon
$496K – – –
FGWP
2758
Founders Grove Wealth Partners
Virginia
$496K +$64.3K +115 +15%
KCM
2759
Kanawha Capital Management
Virginia
$496K -$28.5K -51 -6%
BI
2760
Ballast Inc
Kentucky
$496K +$24.6K +44 +5%
LAM
2761
Lewis Asset Management
California
$495K -$6.71K -12 -1%
KCP
2762
Kera Capital Partners
California
$494K +$85.5K +153 +20%
TC
2763
Trilogy Capital
California
$493K -$2.24K -4 -0.5%
GFPC
2764
Global Financial Private Client
Florida
$493K +$7.27K +13 +2%
WWP
2765
Wise Wealth Partners
Arizona
$491K +$39.7K +71 +9%
DA
2766
Drake & Associates
Wisconsin
$491K -$50.9K -91 -10%
PGA
2767
Portland Global Advisors
Maine
$490K -$15.7K -28 -3%
CA
2768
Calton & Associates
Florida
$487K +$125K +223 +35%
OHIS
2769
Oak Harvest Investment Services
Texas
$487K -$14.5K -26 -3%
FWP
2770
Flatrock Wealth Partners
California
$487K +$477K +853 New
AWG
2771
Altus Wealth Group
Colorado
$486K -$14K -25 -3%
DAS
2772
DMKC Advisory Services
Iowa
$486K +$183K +327 +62%
4A
2773
4Wealth Advisors
Illinois
$485K +$25.7K +46 +6%
AI
2774
AdvisorShares Investments
Maryland
$485K +$475K +850 New
JMA
2775
J.M. Arbour
Maine
$485K +$475K +850 New
109 110
111
112 113