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Name Holding Trade Value Shares
Change 		Change in
Stake
WN
4001
Williams & Novak
California
$577K +$154K +252 +33%
FB
4002
Finward Bancorp
Indiana
$575K – – –
GC
4003
Granville Capital
North Carolina
$575K -$9.17K -15 -1%
YAIA
4004
Yanni & Associates Investment Advisors
Pennsylvania
$574K -$58.7K -96 -9%
CWM
4005
Carolina Wealth Management
North Carolina
$571K +$619K +1,013 New
AWMNY
4006
Arcadia Wealth Management (New York)
New York
$571K +$21.4K +35 +4%
SFS
4007
Security Financial Services
Indiana
$570K +$53.8K +88 +10%
FFA
4008
Fi3 Financial Advisors
Indiana
$568K +$23.2M +37,885 +917%
MAS
4009
MPWM Advisory Solutions
Georgia
$568K +$5.5K +9 +0.9%
FL
4010
FreeGulliver LLC
Louisiana
$567K -$228K -373 -27%
BI
4011
Bolthouse Investments
California
$567K – – –
SEP
4012
Southland Equity Partners
Missouri
$567K +$44.6K +73 +8%
PWA
4013
Provenance Wealth Advisors
Florida
$567K +$282K +461 +84%
EIG
4014
Ellenbecker Investment Group
Wisconsin
$567K -$31.8K -52 -5%
WWA
4015
Wealth Watch Advisors
Colorado
$566K +$78.3K +128 +15%
KPWM
4016
KDK Private Wealth Management
Texas
$566K -$22.6K -37 -4%
T
4017
Tidemark
California
$564K +$26.9K +44 +5%
RCM
4018
Ratan Capital Management
Florida
$563K -$34M -55,663 -98%
BCFD
4019
Boit C.F. David
$563K – – –
CG
4020
Castellan Group
Kentucky
$563K – – –
GC
4021
Gruss & Co
Florida
$563K – – –
OGC
4022
One68 Global Capital
New York
$563K +$611K +1,000 New
MGAM
4023
McGowan Group Asset Management
Texas
$563K -$19K -31 -3%
HA
4024
Helium Advisors
Washington
$563K -$320K -524 -34%
MFS
4025
Madrona Financial Services
Washington
$563K -$51.4K -84 -8%
159 160
161
162 163