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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4526
Maltin Wealth Management
New Jersey
$384K – – –
MSG
4527
Main Street Group
Virginia
$383K -$18.7K -28 -5%
GIM
4528
Gold Investment Management
Alberta, Canada
$382K – – –
FA
4529
Faithward Advisors
Pennsylvania
$381K +$25.4K +38 +7%
CSI
4530
Cross Staff Investments
New York
$381K -$20K -30 -5%
JGIA
4531
Jackson Grant Investment Advisers
Connecticut
$381K – – –
AFS
4532
Access Financial Services
Minnesota
$381K +$6.01K +9 +2%
CWM
4533
Challenger Wealth Management
California
$381K +$24.7K +37 +7%
LWAM
4534
Legacy Wealth Asset Management
Minnesota
$380K – – –
SL
4535
Sentry LLC
Tennessee
$380K +$66.8K +100 +21%
RWM
4536
Reston Wealth Management
Virginia
$379K +$383K +574 New
PPW
4537
PACK Private Wealth
Minnesota
$379K – – –
W
4538
WPWealth
Texas
$379K +$98.2K +147 +34%
DG
4539
Dala Group
Illinois
$377K +$382K +572 New
GJIA
4540
Glass Jacobson Investment Advisors
Maryland
$377K +$2K +3 +0.5%
HKAM
4541
Horizon Kinetics Asset Management
New York
$376K -$6.68K -10 -2%
FFL
4542
Financial Freedom LLC
Ohio
$376K -$67.4K -101 -15%
MWP
4543
Meriwether Wealth & Planning
Louisiana
$376K +$2K +3 +0.5%
IASG
4544
Investment Advisory Services Group
Florida
$374K +$378K +566 New
CWMA
4545
Capstone Wealth Management (Alabama)
Alabama
$374K – – –
S
4546
Sachetta
Massachusetts
$373K -$264K -396 -41%
PFA
4547
Petra Financial Advisors
Colorado
$373K +$20.7K +31 +6%
EFG
4548
Elevated Financial Group
Indiana
$373K +$377K +565 New
EWP
4549
E-Wealth Partners
Minnesota
$372K +$377K +564 New
EC
4550
EntryPoint Capital
New York
$372K +$377K +564 New
180 181
182
183 184