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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3351
Elevation Wealth Partners
California
$159K +$11K +22 +8%
AG
3352
AmeriFlex Group
Nevada
$159K +$3.99K +8 +3%
WAG
3353
Wilkerson Advisory Group
Missouri
$155K -$55.8K -112 -27%
CAM
3354
Cacti Asset Management
Georgia
$154K – – –
CFFP
3355
Center for Financial Planning
Michigan
$154K – – –
AFG
3356
Albion Financial Group
Utah
$153K +$24.4K +49 +20%
SWA
3357
SOA Wealth Advisors
New York
$152K -$5.98K -12 -4%
PWA
3358
Provenance Wealth Advisors
Florida
$152K +$124K +249 +541%
TAP
3359
Tounjian Advisory Partners
Florida
$144K -$2.98M -5,983 -96%
AA
3360
Addison Advisors
Vermont
$144K -$136K -272 -49%
RWM
3361
Raffa Wealth Management
District of Columbia
$144K +$35.4K +71 +34%
NWM
3362
Nova Wealth Management
Florida
$143K -$6.48K -13 -4%
TLCM
3363
Twin Lakes Capital Management
California
$143K +$499 +1 +0.4%
LC
3364
Lavaca Capital
Texas
$141K – – –
VWA
3365
VSM Wealth Advisory
Maryland
$139K +$135K +270 New
HIMS
3366
Hager Investment Management Services
New Hampshire
$139K – – –
RP
3367
Rowlandmiller & Partners
Georgia
$139K – – –
AWM
3368
Activest Wealth Management
Florida
$137K -$52.4K -105 -28%
VWM
3369
Valley Wealth Managers
New Jersey
$135K – – –
PGAM
3370
Princeton Global Asset Management
New Jersey
$134K -$499 -1 -0.4%
RIAS
3371
Rachor Investment Advisory Services
Michigan
$134K -$2.99K -6 -2%
OPTFSNA
3372
Old Point Trust & Financial Services N A
Virginia
$132K – – –
SL
3373
Salomon & Ludwin
Virginia
$131K -$785K -1,575 -86%
NFSG
3374
Newbridge Financial Services Group
Florida
$130K – – –
CFG
3375
Chapman Financial Group
Hawaii
$130K – – –
133 134
135
136 137