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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
2126
MSH Capital Advisors
Arizona
$489K +$96.4K +257 +26%
HA
2127
Harfst & Associates
Wyoming
$487K -$2.03M -5,413 -81%
TA
2128
TruWealth Advisors
Louisiana
$487K – – –
SVWAG
2129
Sound View Wealth Advisors Group
Georgia
$485K -$57.4K -153 -11%
PPWM
2130
Paragon Private Wealth Management
Kentucky
$484K -$71.7K -191 -13%
WP
2131
Westmount Partners
California
$483K +$35.3K +94 +8%
RW
2132
Rede Wealth
Virginia
$483K -$375 -1 -0.1%
RCG
2133
Rock Creek Group
District of Columbia
$481K +$24.8K +66 +6%
ACP
2134
Aveo Capital Partners
Colorado
$481K +$10.9K +29 +2%
FPCG
2135
Fort Pitt Capital Group
Pennsylvania
$480K -$2.63K -7 -0.6%
AFP
2136
Ausdal Financial Partners
Iowa
$480K +$4.5K +12 +1%
FFA
2137
Founders Financial Alliance
North Carolina
$478K +$88.6K +236 +24%
WPWM
2138
Western Pacific Wealth Management
Illinois
$477K -$16.1K -43 -3%
CCP
2139
Cassia Capital Partners
North Carolina
$477K +$456K +1,214 New
WA
2140
WESPAC Advisors
California
$476K – – –
GCMG
2141
Gyroscope Capital Management Group
Florida
$472K +$450K +1,200 New
KFGK
2142
Keystone Financial Group (Kentucky)
Kentucky
$472K +$450K +1,199 New
AWE
2143
Avidian Wealth Enterprises
Texas
$472K -$207K -551 -31%
AWM
2144
Aries Wealth Management
Maine
$470K – – –
VAF
2145
Values Added Financial
District of Columbia
$469K +$448K +1,193 New
PA
2146
PFW Advisors
Georgia
$468K +$445K +1,186 New
GBWM
2147
Granite Bay Wealth Management
New Hampshire
$468K +$12.8K +34 +3%
TWM
2148
Tradition Wealth Management
Minnesota
$468K +$30.8K +82 +7%
EGM
2149
Engineers Gate Manager
New York
$467K -$508K -1,354 -53%
SVCP
2150
Silicon Valley Capital Partners
California
$466K +$67.9K +181 +18%
84 85
86
87 88