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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2851
Strategic Advocates
Utah
$358K -$34.5K -60 -9%
CWM
2852
Chicago Wealth Management
Illinois
$358K – – –
YWM
2853
Yoder Wealth Management
California
$358K +$14.9K +26 +4%
SWM
2854
Steinberganna Wealth Management
New York
$357K +$361K +628 New
FSA
2855
Franklin Street Advisors
North Carolina
$357K – – –
MEG
2856
Millstone Evans Group
Colorado
$357K +$9.76K +17 +3%
RCM
2857
Raleigh Capital Management
North Carolina
$356K +$54K +94 +18%
EWM
2858
Endowment Wealth Management
Wisconsin
$356K -$9.19K -16 -2%
WHCI
2859
W.H. Cornerstone Investments
Massachusetts
$356K – – –
FTA
2860
Financial & Tax Architects
Missouri
$356K +$8.04K +14 +2%
CWAF
2861
Core Wealth Advisors (Florida)
Florida
$356K +$20.7K +36 +6%
FNWA
2862
Financial Network Wealth Advisors
Utah
$356K -$8.61K -15 -2%
CFSG
2863
Community Financial Services Group
Vermont
$356K -$68.9K -120 -16%
CFO
2864
Custos Family Office
Texas
$355K +$51.1K +89 +17%
FWP
2865
Falcon Wealth Planning
California
$354K +$13.8K +24 +4%
WWMSC
2866
Wagner Wealth Management (South Carolina)
South Carolina
$354K +$11.5K +20 +3%
RC
2867
Rovin Capital
Arizona
$354K +$79.8K +139 +29%
EC
2868
EntryPoint Capital
New York
$354K +$357K +622 New
IVP
2869
Intrinsic Value Partners
Arizona
$353K -$5.74K -10 -2%
VWM
2870
Vigilare Wealth Management
Arizona
$353K – – –
SLT
2871
St Louis Trust
Missouri
$352K – – –
PA
2872
PharVision Advisers
Florida
$352K +$355K +618 New
HAIM
2873
Hunter Associates Investment Management
Pennsylvania
$351K +$8.04K +14 +2%
SIM
2874
SSI Investment Management
California
$351K – – –
CNTOF
2875
Canandaigua National Trust of Florida
New York
$350K -$19K -33 -5%
113 114
115
116 117