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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
5351
Puff Wealth Management
New Jersey
$720K +$728K +1,709 New
JAA
5352
Joel Adams & Associates
North Carolina
$720K +$728K +1,708 New
DFA
5353
DHJJ Financial Advisors
Illinois
$719K – – –
TPW
5354
Tiller Private Wealth
Pennsylvania
$718K +$34.1K +80 +5%
KCM
5355
Kaye Capital Management
California
$718K -$71.6K -168 -9%
BGAI
5356
Bruce G. Allen Investments
Colorado
$717K +$12.8K +30 +2%
KIM
5357
Karpus Investment Management
New York
$717K – – –
CCA
5358
Cypress Capital Advisors
Tennessee
$717K +$724K +1,700 New
GWM
5359
Global Wealth Management
New Jersey
$714K +$1.28K +3 +0.2%
TSS
5360
Thomas Story & Son
Indiana
$714K – – –
TPW
5361
TL Private Wealth
Texas
$713K – – –
UFA
5362
Uptown Financial Advisors
Texas
$713K +$720K +1,691 New
PP
5363
PFS Partners
New Jersey
$709K -$10.2K -24 -1%
ACM
5364
Avos Capital Management
Washington
$708K +$678K +1,592 New
CC
5365
Capstone Capital
Nevada
$703K – – –
RFG
5366
REAP Financial Group
Texas
$701K -$54.5K -128 -7%
FWM
5367
FSR Wealth Management
Illinois
$701K +$708K +1,662 New
WWP
5368
Waypoint Wealth Partners
California
$700K -$168K -395 -19%
WW
5369
Winnow Wealth
Texas
$699K +$793K +1,861 New
DAL
5370
Delta Accumulation LLC
California
$698K +$1.28K +3 +0.2%
VWM
5371
VanWeelden Wealth Management
Ohio
$695K +$703K +1,650 New
CPA
5372
Clear Point Advisors
New York
$695K -$34.1K -80 -5%
DWA
5373
Delta Wealth Advisors
Indiana
$694K -$20K -47 -3%
HPA
5374
High Probability Advisors
New York
$693K +$2.56K +6 +0.4%
AWM
5375
AAF Wealth Management
Massachusetts
$691K – – –
213 214
215
216 217