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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3451
Serenus Wealth Advisors
California
$793K +$795K +1,355 New
AWMG
3452
Alliance Wealth Management Group
New Jersey
$792K -$1.76K -3 -0.2%
KA
3453
KDT Advisors
New York
$792K +$794K +1,353 New
PWA
3454
Physician Wealth Advisors
Utah
$789K -$31.1K -53 -4%
CI
3455
Cavalier Investments
Georgia
$788K +$28.2K +48 +4%
ESBC
3456
E.S. Barr & Co
Kentucky
$787K – – –
WDL
3457
Well Done LLC
Michigan
$785K – – –
BWA
3458
Blodgett Wealth Advisors
California
$785K +$229K +390 +41%
MCA
3459
MSH Capital Advisors
Arizona
$785K +$5.87K +10 +0.8%
DFCM
3460
Dark Forest Capital Management
Puerto Rico
$784K -$1.99M -3,390 -72%
WWC
3461
Waypoint Wealth Counsel
Georgia
$784K +$32.9K +56 +4%
VWM
3462
Valley Wealth Managers
New Jersey
$783K +$34.6K +59 +5%
PPA
3463
Painted Porch Advisors
California
$783K +$617K +1,051 +367%
HWA
3464
HHM Wealth Advisors
Tennessee
$782K +$55.8K +95 +8%
NC
3465
Napatree Capital
Rhode Island
$782K +$147K +251 +23%
TFO
3466
Tarbox Family Office
California
$782K – – –
NJIM
3467
Nabity-Jensen Investment Management
Nebraska
$781K – – –
NI
3468
NDVR Inc
Massachusetts
$780K +$79.8K +136 +11%
HNW
3469
High Note Wealth
Minnesota
$777K – – –
AMBIA
3470
Allen Mooney & Barnes Investment Advisors
Georgia
$777K +$58.1K +99 +8%
TFA
3471
Toth Financial Advisory
Virginia
$776K +$69.8K +119 +10%
PAWA
3472
Palo Alto Wealth Advisors
California
$776K -$28.2K -48 -3%
PFW
3473
Petros Family Wealth
Minnesota
$775K +$777K +1,323 New
GAA
3474
Guardian Asset Advisors
Pennsylvania
$774K -$14.1K -24 -2%
SIC
3475
SJS Investment Consulting
Ohio
$772K +$16.4K +28 +2%
137 138
139
140 141