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Name Holding Trade Value Shares
Change 		Change in
Stake
4A
2776
4Wealth Advisors
Illinois
$373K +$367K +709 New
ODA
2777
One Degree Advisors
California
$373K – – –
QP
2778
Quilter Plc
United Kingdom
$372K -$45K -87 -11%
TFA
2779
Trinity Financial Advisors
Ohio
$372K +$72.5K +140 +24%
WC
2780
Woodstock Corp
Massachusetts
$371K -$9.32K -18 -2%
KWM
2781
Kaydan Wealth Management
Michigan
$371K – – –
AI
2782
Accredited Investors
Minnesota
$369K +$5.7K +11 +2%
BC
2783
Belmont Capital
California
$369K – – –
CGA
2784
Compound Global Advisors
Washington
$369K +$362K +700 New
GEA
2785
Glen Eagle Advisors
New Jersey
$368K – – –
TVWM
2786
Tower View Wealth Management
Wisconsin
$367K +$13.5K +26 +4%
BAS
2787
Breakthru Advisory Services
Wisconsin
$367K +$361K +697 New
BCP
2788
Berkeley Capital Partners
Georgia
$366K +$22.8K +44 +7%
TS
2789
Tamar Securities
California
$366K -$4.66K -9 -1%
VFG
2790
Victory Financial Group
Texas
$365K +$359K +693 New
GG
2791
Greenwood Gearhart
Arkansas
$364K +$358K +692 New
SCA
2792
Sandy Cove Advisors
Massachusetts
$364K +$20.2K +39 +6%
GGI
2793
Godsey & Gibb Inc
Virginia
$364K -$15.5K -30 -4%
WIA
2794
Wealthedge Investment Advisors
New York
$363K +$357K +689 New
AW
2795
Apricus Wealth
South Carolina
$363K +$85.4K +165 +31%
BWA
2796
Bordeaux Wealth Advisors
California
$363K +$75.1K +145 +27%
WEG
2797
World Equity Group
Illinois
$362K +$356K +688 New
MWP
2798
Madison Wealth Partners
Wisconsin
$362K +$10.9K +21 +3%
BTWM
2799
Brass Tax Wealth Management
Ohio
$360K – – –
CC
2800
Climber Capital
Switzerland
$357K +$351K +678 New
110 111
112
113 114