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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4126
Affinity Wealth Management
Delaware
$513K – – –
COCM
4127
Charter Oak Capital Management
New Hampshire
$513K +$5.77K +9 +1%
PCMN
4128
Paradigm Capital Management (Nevada)
Nevada
$513K -$64.1K -100 -10%
SCM
4129
Sage Capital Management
New Jersey
$512K +$641 +1 +0.1%
MWM
4130
Mattern Wealth Management
Kansas
$512K – – –
MWM
4131
Mascoma Wealth Management
New Hampshire
$512K -$1.28K -2 -0.2%
BF
4132
Brooklyn FI
New York
$512K +$7.69K +12 +1%
ANBOT
4133
American National Bank of Texas
Texas
$510K – – –
LIM
4134
Lathrop Investment Management
Arkansas
$509K -$16K -25 -3%
FIA
4135
FPC Investment Advisory
California
$508K – – –
LIA
4136
LifePlan Investment Advisors
North Carolina
$508K +$4.49K +7 +0.8%
WWA
4137
Wisconsin Wealth Advisors
Wisconsin
$508K +$17.9K +28 +3%
TA
4138
TKG Advisors
Indiana
$507K -$34K -53 -6%
PHAM
4139
Palisades Hudson Asset Management
Florida
$507K – – –
XPN
4140
XY Planning Network
Montana
$507K +$29.5K +46 +6%
EWA
4141
Exit Wealth Advisors
Georgia
$506K +$48.7K +76 +9%
SLG
4142
Sanchez Levi Garrett
$506K +$567K +885 New
RYA
4143
Richard Young Associates
Georgia
$506K +$32K +50 +6%
TP
4144
Tranquility Partners
Tennessee
$506K +$641 +1 +0.1%
WA1
4145
Wimmer Associates 1
California
$505K +$2.56K +4 +0.5%
BIA
4146
Bell Investment Advisors
California
$505K -$84K -131 -13%
GWM
4147
GoalFusion Wealth Management
Texas
$503K -$3.2K -5 -0.6%
EWP
4148
Elevation Wealth Partners
California
$502K +$25K +39 +5%
KTC
4149
Kentucky Trust Company
Kentucky
$502K +$44.2K +69 +9%
WWA
4150
Wealth Watch Advisors
Colorado
$502K +$118K +184 +27%
164 165
166
167 168