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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2801
Secure Asset Management
Michigan
$387K -$25.9K -52 -6%
GSWM
2802
Golden State Wealth Management
California
$387K +$34.4K +69 +10%
HW
2803
HORAN Wealth
Ohio
$387K +$17.5K +35 +5%
CFM
2804
Compass Financial Management
Florida
$387K +$345K +692 New
CPW
2805
Catalyst Private Wealth
California
$387K -$24.4K -49 -6%
SGCA
2806
Steel Grove Capital Advisors
Tennessee
$386K -$280K -561 -43%
MIM
2807
Merrion Investment Management
New Jersey
$385K – – –
GA
2808
GSG Advisors
New Jersey
$385K +$15.5K +31 +4%
AWA
2809
Artemis Wealth Advisors
New York
$384K – – –
CIM
2810
Capital Investment Management
Missouri
$384K -$8.97K -18 -2%
TWM
2811
Tanager Wealth Management
United Kingdom
$384K +$22.9K +46 +7%
CFA
2812
Capstone Financial Advisors
Illinois
$383K -$18.4K -37 -5%
PUI
2813
Purpose Unlimited Inc
$381K +$7.48K +15 +2%
LWM
2814
Level Wealth Management
North Carolina
$381K – – –
CWA
2815
Centennial Wealth Advisory
Michigan
$380K +$9.97K +20 +3%
CP
2816
Cumberland Partners
Ontario, Canada
$377K -$23.3M -46,698 -98%
PA
2817
Promethium Advisors
Maryland
$377K – – –
HBFP
2818
Henderson Brothers Financial Partners
Pennsylvania
$377K -$187K -376 -34%
APW
2819
Acima Private Wealth
Virginia
$377K – – –
BHC
2820
Bull Harbor Capital
Maryland
$375K +$72.8K +146 +25%
ALAM
2821
Asahi Life Asset Management
Japan
$375K -$367K -736 -50%
ZCP
2822
Z3 Capital Partners
Virginia
$375K – – –
RWA
2823
Rooted Wealth Advisors
Illinois
$374K +$30.9K +62 +9%
TS
2824
Tamar Securities
California
$373K +$23.4K +47 +7%
PB
2825
Prosperity Bancshares
Texas
$373K -$2.49K -5 -0.7%
111 112
113
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