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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNB
3851
Baker Boyer National Bank
Washington
$675K -$53.2K -87 -7%
CH
3852
Canton Hathaway
Rhode Island
$675K – – –
BDA
3853
Borer Denton & Associates
Pennsylvania
$674K – – –
FCM
3854
Fieldview Capital Management
Michigan
$674K +$244K +399 +50%
CWMA
3855
Capstone Wealth Management (Alabama)
Alabama
$674K +$388K +634 +113%
DWG
3856
Darden Wealth Group
Michigan
$673K -$281K -460 -28%
FFO
3857
Fortitude Family Office
Arizona
$673K -$178K -291 -20%
JA
3858
JVL Associates
Michigan
$673K +$11K +18 +2%
CWP
3859
Clark Wealth Partners
Illinois
$672K +$6.12K +10 +0.8%
BFA
3860
Bill Few Associates
Pennsylvania
$671K – – –
FA
3861
Financial Avengers
California
$670K +$42.2K +69 +6%
BWM
3862
Brown Wealth Management
Illinois
$670K -$148K -242 -17%
DIG
3863
Daniel Investment Group
Michigan
$670K +$727K +1,189 New
AIM
3864
Alhambra Investment Management
Florida
$669K -$179K -292 -20%
VPF
3865
Vantage Point Financial
Illinois
$668K -$181K -296 -20%
LC
3866
Lawood & Co
Pennsylvania
$665K -$64.2K -105 -8%
KPP
3867
Kings Path Partners
Texas
$665K – – –
KFP
3868
Kerr Financial Planning
California
$664K +$6.12K +10 +0.9%
TWM
3869
Tripletail Wealth Management
Florida
$664K -$7.95K -13 -1%
LWM
3870
Lakeridge Wealth Management
Ohio
$663K -$31.2K -51 -4%
JMBA
3871
J. M. Brown & Associates
Oklahoma
$662K +$719K +1,176 New
CFP
3872
Curran Financial Partners
South Carolina
$661K +$12.2K +20 +2%
IWS
3873
Integrity Wealth Solutions
Colorado
$661K -$85K -139 -11%
SFS
3874
Symphony Financial Services
Ohio
$661K -$72.2K -118 -9%
RWS
3875
Resolute Wealth Strategies
Mississippi
$660K +$48.3K +79 +7%
153 154
155
156 157