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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
3826
Provenance Wealth Advisors
Florida
$728K +$33.5K +45 +5%
FCM
3827
Fire Capital Management
California
$726K -$149K -200 -17%
VAMG
3828
Voisard Asset Management Group
Michigan
$726K +$26.8K +36 +4%
FCM
3829
Family Capital Management
Michigan
$726K +$224K +301 +44%
CW
3830
Curio Wealth
Maryland
$724K +$22.3K +30 +3%
CTC
3831
Cetera Trust Company
Minnesota
$722K – – –
VI
3832
VanderPol Investments
Michigan
$721K +$18.6K +25 +3%
JA
3833
JVL Associates
Michigan
$720K +$5.95K +8 +0.8%
AWMNY
3834
Arcadia Wealth Management (New York)
New York
$720K -$11.2K -15 -2%
DO
3835
denkapparat Operations
Germany
$720K – – –
HWA
3836
Heartwood Wealth Advisors
Virginia
$719K – – –
PRP
3837
Peak Retirement Planning
Ohio
$719K +$322K +432 +79%
IA
3838
Inspire Advisors
Idaho
$717K -$17.1K -23 -2%
FGWP
3839
Founders Grove Wealth Partners
Virginia
$717K +$351K +471 +93%
LAM
3840
Lountzis Asset Management
Pennsylvania
$716K -$5.21K -7 -0.7%
EC
3841
Eaton-Cambridge
Arizona
$716K +$8.19K +11 +1%
TPW
3842
Tiller Private Wealth
Pennsylvania
$715K -$44.7K -60 -6%
CPC
3843
CFC Planning Company
Indiana
$714K -$61.8K -83 -8%
TCM
3844
TD Capital Management
Tennessee
$714K +$4.47K +6 +0.6%
MSWA
3845
Marshall & Sterling Wealth Advisors
New York
$714K +$527K +708 +250%
BTC
3846
Bank & Trust Company
Illinois
$713K – – –
HKIM
3847
Hayek Kallen Investment Management
Alabama
$713K – – –
LCS
3848
Levin Capital Strategies
New York
$713K -$140K -188 -16%
PWMA
3849
Pension & Wealth Management Advisors
Massachusetts
$712K +$118K +159 +20%
CFA
3850
CWS Financial Advisors
Michigan
$712K – – –
152 153
154
155 156