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Name Holding Trade Value Shares
Change 		Change in
Stake
GRQ
4501
Gardner Russo & Quinn
Pennsylvania
$2.09M -$21.3K -50 -1%
HWMC
4502
Heritage Wealth Management (California)
California
$2.08M +$194K +455 +10%
KDA
4503
Kraft Davis & Associates
Missouri
$2.08M -$95.4K -224 -4%
IPW
4504
Impact Partnership Wealth
Georgia
$2.08M +$511K +1,200 +32%
CWM
4505
CarsonAllaria Wealth Management
Illinois
$2.08M -$17.5K -41 -0.8%
SDAM
4506
Shulman DeMeo Asset Management
New York
$2.08M -$374K -878 -15%
KWM
4507
Kaydan Wealth Management
Michigan
$2.08M -$30.2K -71 -1%
CW
4508
Code Waechter
Florida
$2.08M -$48.6K -114 -2%
SCM
4509
Stordahl Capital Management
Colorado
$2.07M +$599K +1,407 +40%
1IA
4510
1620 Investment Advisors
Massachusetts
$2.07M +$39.6K +93 +2%
CCP
4511
Cunning Capital Partners
North Carolina
$2.06M – – –
KCM
4512
KRS Capital Management
Michigan
$2.06M -$62.6K -147 -3%
PBF
4513
Petix & Botte Financial
California
$2.05M – – –
LP
4514
LGL Partners
Pennsylvania
$2.05M -$92K -216 -4%
BCG
4515
BayBridge Capital Group
California
$2.05M +$73.3K +172 +4%
FFL
4516
Financial Freedom LLC
Ohio
$2.05M -$23.9K -56 -1%
AI
4517
Arvest Investments
Arkansas
$2.05M -$82.2K -193 -4%
WCM
4518
Windsor Capital Management
Arizona
$2.04M +$67.7K +159 +3%
HFS
4519
Hoge Financial Services
Pennsylvania
$2.04M +$515K +1,208 +33%
WIA
4520
Wetzel Investment Advisors
Indiana
$2.03M -$8.52K -20 -0.4%
WWA
4521
Wisconsin Wealth Advisors
Wisconsin
$2.03M +$2.05M +4,817 New
BBW
4522
Blue Barn Wealth
Utah
$2.03M +$36.6K +86 +2%
KC
4523
Kades & Cheifetz
Pennsylvania
$2.02M -$236K -554 -10%
EA
4524
Echo45 Advisors
California
$2.02M +$19.2K +45 +1%
SOAG
4525
Silver Oak Advisory Group
Oregon
$2.02M – – –
179 180
181
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