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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3726
Abound Wealth Management
Tennessee
$348K +$56.6K +110 +22%
SG
3727
Strid Group
Pennsylvania
$347K – – –
CPCM
3728
Cardinal Point Capital Management
Ontario, Canada
$347K +$312K +607 New
CGH
3729
CMG Global Holdings
Texas
$347K -$81.8K -159 -21%
SWG
3730
Summit Wealth Group
Vermont
$347K – – –
QWM
3731
Quaker Wealth Management
New Jersey
$346K +$311K +605 New
PFA
3732
Petra Financial Advisors
Colorado
$346K -$875K -1,701 -74%
CC
3733
Cypress Capital
Tennessee
$346K -$306K -595 -50%
SW
3734
StrongBox Wealth
Missouri
$346K -$10.3K -20 -3%
DCM
3735
Dimension Capital Management
Florida
$345K -$28.8K -56 -8%
PP
3736
PDT Partners
New York
$343K -$2.06M -4,000 -87%
FAM
3737
Forte Asset Management
New York
$343K -$77.2K -150 -20%
GCL
3738
Gouws Capital LLC
North Carolina
$343K – – –
MW
3739
Marks Wealth
Maryland
$343K – – –
NC
3740
nVerses Capital
Florida
$343K +$309K +600 New
WWG
3741
West Wealth Group
California
$343K +$19K +37 +7%
MCIA
3742
Mountain Capital Investment Advisors
Colorado
$343K +$21.6K +42 +8%
ACM
3743
Armbruster Capital Management
New York
$342K – – –
DWS
3744
Dynamic Wealth Strategies
California
$342K +$515 +1 +0.2%
BM
3745
Belfer Management
New York
$342K – – –
CPP
3746
Capasso Planning Partners
South Carolina
$342K -$308K -599 -43%
VCP
3747
Vista Capital Partners
Oregon
$341K +$74.1K +144 +32%
JWWM
3748
Johnson & White Wealth Management
Pennsylvania
$341K +$61.2K +119 +25%
OIC
3749
Orion Investment Company
Missouri
$341K – – –
O3W
3750
Omni 360 Wealth
New Jersey
$340K +$48.9K +95 +19%
148 149
150
151 152