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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
4376
CastleKnight Management
New York
$781K +$330K +1,000 +68%
FWA
4377
Freedom Wealth Alliance
Wisconsin
$781K -$110K -332 -12%
AWM
4378
Altus Wealth Management
Kentucky
$777K +$329K +995 +68%
LI
4379
LVZ Inc
Michigan
$774K -$45.6K -138 -5%
SW
4380
SMART Wealth
Nebraska
$774K -$24.1K -73 -3%
WCM
4381
Wealthcare Capital Management
Virginia
$774K +$7.27K +22 +0.9%
CCA
4382
Covey Capital Advisors
Georgia
$774K – – –
BWA
4383
BlueSky Wealth Advisors
North Carolina
$772K +$62.8K +190 +8%
AA
4384
ACT Advisors
North Carolina
$771K +$331K +1,002 +70%
SPWG
4385
Sage Private Wealth Group
Illinois
$770K +$31.1K +94 +4%
WWP
4386
Waypoint Wealth Partners
California
$769K – – –
XSC
4387
X-Square Capital
Puerto Rico
$768K – – –
AWM
4388
Austin Wealth Management
Texas
$767K +$671K +2,032 New
DWA
4389
Delap Wealth Advisory
Oregon
$764K +$140K +423 +21%
KHC
4390
Koesten Hirschmann & Crabtree
Kansas
$758K +$2.31K +7 +0.3%
AA
4391
Aufman Associates
Pennsylvania
$758K -$13.9K -42 -2%
CWM
4392
Chicago Wealth Management
Illinois
$757K -$661 -2 -0.1%
AI
4393
ArchPoint Investors
Florida
$755K +$661 +2 +0.1%
HIA
4394
HTG Investment Advisors
Connecticut
$754K +$175K +529 +28%
AA
4395
AJ Advisors
Tennessee
$753K -$3.3K -10 -0.4%
LIA
4396
LifePlan Investment Advisors
North Carolina
$752K +$188K +570 +31%
PSF
4397
Pacific Sun Financial
California
$751K +$5.95K +18 +0.8%
ST
4398
Sageworth Trust
Pennsylvania
$751K -$132K -400 -14%
PFA
4399
Plotkin Financial Advisors
Maryland
$747K +$138K +417 +21%
SFP
4400
Sterling Financial Planning
New Jersey
$746K -$26.4K -80 -3%
174 175
176
177 178