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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2776
Xcel Wealth Management
Florida
$375K -$6.21K -12 -2%
EWM
2777
Endowment Wealth Management
Wisconsin
$374K -$9.32K -18 -2%
IAG
2778
Investment Advisory Group
Massachusetts
$374K +$7.76K +15 +2%
4A
2779
4Wealth Advisors
Illinois
$373K +$367K +709 New
ODA
2780
One Degree Advisors
California
$373K – – –
QP
2781
Quilter Plc
United Kingdom
$372K -$45K -87 -11%
TFA
2782
Trinity Financial Advisors
Ohio
$372K +$72.5K +140 +24%
WC
2783
Woodstock Corp
Massachusetts
$371K -$9.32K -18 -2%
KWM
2784
Kaydan Wealth Management
Michigan
$371K – – –
AI
2785
Accredited Investors
Minnesota
$369K +$5.7K +11 +2%
BC
2786
Belmont Capital
California
$369K – – –
CGA
2787
Compound Global Advisors
Washington
$369K +$362K +700 New
GEA
2788
Glen Eagle Advisors
New Jersey
$368K – – –
TVWM
2789
Tower View Wealth Management
Wisconsin
$367K +$13.5K +26 +4%
BAS
2790
Breakthru Advisory Services
Wisconsin
$367K +$361K +697 New
BCP
2791
Berkeley Capital Partners
Georgia
$366K +$22.8K +44 +7%
TS
2792
Tamar Securities
California
$366K -$4.66K -9 -1%
VFG
2793
Victory Financial Group
Texas
$365K +$359K +693 New
GG
2794
Greenwood Gearhart
Arkansas
$364K +$358K +692 New
SCA
2795
Sandy Cove Advisors
Massachusetts
$364K +$20.2K +39 +6%
GGI
2796
Godsey & Gibb Inc
Virginia
$364K -$15.5K -30 -4%
WIA
2797
Wealthedge Investment Advisors
New York
$363K +$357K +689 New
AW
2798
Apricus Wealth
South Carolina
$363K +$85.4K +165 +31%
BWA
2799
Bordeaux Wealth Advisors
California
$363K +$75.1K +145 +27%
WEG
2800
World Equity Group
Illinois
$362K +$356K +688 New
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112
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