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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
3501
Box Hill Private Wealth
Arizona
$970K +$49.5K +81 +5%
CW
3502
Cedarwood Wealth
Colorado
$969K +$22.6K +37 +2%
HWA
3503
HMV Wealth Advisors
Louisiana
$967K +$92.3K +151 +10%
CWA
3504
Crusonia Wealth Advisors
Colorado
$966K +$350K +573 +50%
MAM
3505
McLaughlin Asset Management
Illinois
$966K -$962K -1,573 -48%
VIPI
3506
Vista Investment Partners II
Indiana
$965K -$48.9K -80 -4%
RWP
3507
Ridgecrest Wealth Partners
California
$964K +$89.3K +146 +9%
LRPA
3508
L. Roy Papp & Associates
Arizona
$964K – – –
MAWCM
3509
Mine & Arao Wealth Creation & Management
California
$963K +$4.28K +7 +0.4%
CF
3510
Clarity Financial
Texas
$963K +$39.7K +65 +4%
MWM
3511
Meadowbrook Wealth Management
New York
$962K -$239K -391 -20%
FFA
3512
Frazier Financial Advisors
Ohio
$960K -$77.7K -127 -7%
GCM
3513
Gallacher Capital Management
Colorado
$959K -$177K -289 -15%
RCWM
3514
Royal Capital Wealth Management
Indiana
$958K – – –
SI
3515
Stonekeep Investments
New Mexico
$958K +$22.6K +37 +2%
PM
3516
Penbrook Management
New York
$958K – – –
UFA
3517
Unify Financial Advisors
Florida
$957K +$27.5K +45 +3%
MP
3518
Moment Partners
California
$956K – – –
PPW
3519
Pasadena Private Wealth
California
$956K +$75.8K +124 +8%
FC
3520
FCA Corp
Texas
$956K +$25.1K +41 +2%
DWM
3521
Darwin Wealth Management
Florida
$955K +$39.7K +65 +4%
AIA
3522
Aventus Investment Advisors
Florida
$954K +$419K +685 +68%
SCA
3523
Strathmore Capital Advisors
North Carolina
$954K -$47.1K -77 -5%
RTC
3524
Real Talk Capital
Tennessee
$950K +$79.5K +130 +8%
PFM
3525
Phillips Financial Management
Indiana
$950K +$38.5K +63 +4%
139 140
141
142 143