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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
4076
Haven Private
Florida
$358K +$359K +612 New
LFP
4077
Leeward Financial Partners
Washington
$358K +$35.2K +60 +11%
SA
4078
Stewardship Advisors
Pennsylvania
$358K +$64K +109 +22%
ACM
4079
Absolute Capital Management
Pennsylvania
$358K +$66.9K +114 +23%
CFO
4080
Collective Family Office
Pennsylvania
$357K – – –
JWWM
4081
Johnson & White Wealth Management
Pennsylvania
$357K – – –
BW
4082
BXM Wealth
Colorado
$357K +$357K +609 New
AWP
4083
Axis Wealth Partners
Rhode Island
$356K +$357K +608 New
SG
4084
Strid Group
Pennsylvania
$355K – – –
ACA
4085
Aspire Capital Advisors
Washington
$355K +$34.6K +59 +11%
TBT
4086
Texas Bank & Trust
Texas
$355K +$356K +606 New
PPWM
4087
PFG Private Wealth Management
Florida
$354K +$14.1K +24 +4%
BAM
4088
Bosun Asset Management
Illinois
$354K -$27.6K -47 -7%
LCM
4089
LRT Capital Management
Texas
$354K +$355K +605 New
DWM
4090
Darwin Wealth Management
Florida
$354K +$126K +215 +55%
SW
4091
StrongBox Wealth
Missouri
$354K – – –
MCIA
4092
Mountain Capital Investment Advisors
Colorado
$354K -$5.28K -9 -2%
SWG
4093
Summit Wealth Group
Vermont
$353K -$2.35K -4 -0.7%
HBS
4094
Howard Bailey Securities
Indiana
$352K +$58.7K +100 +20%
WWP
4095
Wise Wealth Partners
Arizona
$352K +$353K +602 New
BDFN
4096
Bond & Devick Financial Network
Minnesota
$352K – – –
GWWM
4097
Great Waters Wealth Management
Minnesota
$351K +$8.22K +14 +2%
FAM
4098
Forte Asset Management
New York
$351K – – –
GCL
4099
Gouws Capital LLC
North Carolina
$351K – – –
RCM
4100
Ravenstone Capital Management
$351K +$352K +600 New
162 163
164
165 166