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Name Holding Trade Value Shares
Change 		Change in
Stake
SPW
5476
Stillwater Private Wealth
Pennsylvania
$762K +$862K +2,061 New
PA
5477
ProCore Advisors
California
$761K -$166K -396 -16%
CPA
5478
Clear Point Advisors
New York
$760K +$55.2K +132 +7%
AWM
5479
Allen Wealth Management
North Carolina
$758K +$2.09K +5 +0.2%
BFS
5480
Burrus Financial Services
Utah
$757K +$856K +2,045 New
CWA
5481
Centerline Wealth Advisors
Kentucky
$757K -$7.95K -19 -0.9%
HCRE
5482
Hoya Capital Real Estate
Connecticut
$757K – – –
VEA
5483
Virtus ETF Advisers
New York
$756K -$161K -384 -16%
EWA
5484
Elevate Wealth Advisory
Georgia
$756K +$36K +86 +4%
MWA
5485
Martel Wealth Advisors
Washington
$753K +$15.9K +38 +2%
HOWA
5486
Heritage Oak Wealth Advisors
Florida
$753K +$188K +449 +28%
PP
5487
PFS Partners
New Jersey
$752K +$13.8K +33 +2%
CWR
5488
Chico Wealth RIA
California
$752K -$188K -450 -18%
WP
5489
Walleye Partners
Wisconsin
$752K +$215K +513 +34%
BWA
5490
Brave Warrior Advisors
New York
$750K +$628K +1,500 +286%
LKBC
5491
L.K. Benson & Company
Maryland
$748K – – –
TVM
5492
True Vision MN
Minnesota
$747K +$844K +2,018 New
OPOWM
5493
One Plus One Wealth Management
Florida
$747K -$351K -838 -29%
CFS
5494
CGC Financial Services
Oregon
$746K -$141K -337 -14%
WWA
5495
Wingate Wealth Advisors
Massachusetts
$744K -$38.9K -93 -4%
APCM
5496
Arbiter Partners Capital Management
New York
$740K +$837K +2,000 New
CP
5497
Covalent Partners
Massachusetts
$740K +$837K +2,000 New
FFP
5498
Freedom Financial Partners
Minnesota
$740K -$189K -452 -18%
CAM
5499
Cobblestone Asset Management
Virginia
$740K +$109K +260 +15%
RWM
5500
RMG Wealth Management
Wisconsin
$740K -$14.2K -34 -2%
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