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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3176
Avid Wealth Partners
Texas
$232K +$1.72K +3 +0.7%
SH
3177
SLT Holdings
Arizona
$232K +$234K +407 New
CHA
3178
Cooper/Haims Advisors
New York
$231K -$5.74K -10 -2%
RAM
3179
Rempart Asset Management
Canada
$231K +$233K +406 New
AWM
3180
Accredited Wealth Management
Kentucky
$231K -$146K -254 -63%
KL
3181
KWMG LLC
Kansas
$229K – – –
CWM
3182
Castle Wealth Management
Florida
$229K -$32.7K -57 -12%
MWA
3183
Monograph Wealth Advisors
California
$229K -$6.32K -11 -3%
SFMG
3184
Sage Financial Management Group
Virginia
$229K – – –
MAG
3185
M3 Advisory Group
Massachusetts
$228K -$5.74K -10 -2%
WC
3186
Whitney & Co
New York
$228K – – –
BFS
3187
BridgePort Financial Solutions
Iowa
$228K -$9.76K -17 -4%
HCM
3188
Heathbridge Capital Management
Ontario, Canada
$228K -$14.4K -25 -6%
BWCS
3189
Beirne Wealth Consulting Services
Connecticut
$228K – – –
CWM
3190
Consultiva Wealth Management
Puerto Rico
$228K – – –
OW
3191
Olistico Wealth
Oklahoma
$228K – – –
PH
3192
Pinnacle Holdings
Oklahoma
$228K – – –
TT
3193
TI-Trust
Illinois
$228K – – –
CWA
3194
Cura Wealth Advisors
Illinois
$228K +$230K +400 New
SW
3195
Schulz Wealth
Texas
$226K – – –
LFS
3196
Lutz Financial Services
Nebraska
$226K -$4.02K -7 -2%
LA
3197
Lifeworks Advisors
Michigan
$226K +$228K +397 New
YCG
3198
Yeomans Consulting Group
Georgia
$225K +$2.87K +5 +1%
MA
3199
Maxele Advisors
Missouri
$225K -$5.74K -10 -2%
KAM
3200
Knightsbridge Asset Management
California
$225K +$227K +395 New
126 127
128
129 130