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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2301
Peninsula Wealth
California
$582K +$2.74K +6 +0.5%
RW
2302
Rede Wealth
Virginia
$579K +$22.9K +50 +4%
WPWM
2303
Western Pacific Wealth Management
Illinois
$579K +$7.31K +16 +1%
FNWA
2304
Financial Network Wealth Advisors
Utah
$579K -$35.2K -77 -6%
GHA
2305
Granite Harbor Advisors
Texas
$579K +$11K +24 +2%
PFG
2306
Prosperity Financial Group
California
$577K +$21.9K +48 +4%
AAM
2307
Aureus Asset Management
Massachusetts
$576K +$9.14K +20 +2%
NSB
2308
Norway Savings Bank
Maine
$576K -$48K -105 -8%
AWM
2309
Aries Wealth Management
Maine
$576K – – –
TA
2310
TruWealth Advisors
Louisiana
$572K +$457 +1 +0.1%
SVCP
2311
Silicon Valley Capital Partners
California
$572K +$914 +2 +0.2%
ACP
2312
Arcus Capital Partners
Georgia
$572K -$578K -1,264 -52%
TWM
2313
Tradition Wealth Management
Minnesota
$570K -$14.6K -32 -3%
FP
2314
Financial Perspectives
Minnesota
$570K -$914 -2 -0.2%
BAM
2315
Berkshire Asset Management
Pennsylvania
$569K -$80.9K -177 -13%
CIA
2316
Citadel Investment Advisory
Ohio
$568K – – –
NL
2317
Navalign LLC
California
$567K -$2.74K -6 -0.5%
CYG
2318
Clean Yield Group
Vermont
$567K – – –
CA
2319
Centerpoint Advisors
Massachusetts
$567K – – –
EFMH
2320
E Fund Management (HK)
Hong Kong
$567K +$450K +985 +513%
KFGK
2321
Keystone Financial Group (Kentucky)
Kentucky
$566K +$53.9K +118 +11%
DPI
2322
Diversified Portfolios Inc
Michigan
$566K +$11.4K +25 +2%
JHCP
2323
Jackson Hole Capital Partners
Oklahoma
$565K – – –
C
2324
Covestor
United Kingdom
$565K +$24.7K +54 +5%
VCP
2325
Verus Capital Partners
Arizona
$564K -$54.4K -119 -9%
91 92
93
94 95