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Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
5751
Tiller Private Wealth
Pennsylvania
$511K -$30.3K -75 -5%
OKSA
5752
O'Keefe Stevens Advisory
New York
$511K – – –
DWS
5753
Dynamic Wealth Strategies
California
$510K -$183K -452 -25%
AWMNH
5754
Arcadia Wealth Management (New Hampshire)
New Hampshire
$510K -$87.8K -217 -14%
CFP
5755
Cypress Financial Planning
New Jersey
$510K -$21K -52 -4%
SWR
5756
Spahn Wealth & Retirement
Arizona
$509K -$3.87M -9,553 -88%
FAM
5757
Fenimore Asset Management
New York
$507K – – –
RWM
5758
Rolek Wealth Management
Pennsylvania
$507K -$102K -253 -16%
CC
5759
Climber Capital
Switzerland
$506K -$579K -1,431 -51%
JESC
5760
J.E. Simmons & Co
Texas
$505K -$4.45K -11 -0.8%
CCAM
5761
Crystal Cove Asset Management
California
$505K -$16.2K -40 -3%
GG
5762
GenWealth Group
New Jersey
$505K – – –
IDBONY
5763
Israel Discount Bank of New York
New York
$503K +$26.3K +65 +5%
BWL
5764
Beacon Wealthcare LLC
North Carolina
$499K +$3.64K +9 +0.7%
SF
5765
Seek First
California
$497K +$4.05K +10 +0.8%
BS
5766
Brighton Securities
New York
$496K +$29.5K +73 +6%
MFS
5767
McNamara Financial Services
Massachusetts
$495K – – –
AAMC
5768
Asset Allocation & Management Company
Illinois
$494K -$614K -1,517 -53%
RWP
5769
Ridgeline Wealth Planning
Ohio
$493K +$8.5K +21 +2%
WCM
5770
Wealthcare Capital Management
Virginia
$492K -$41.7K -103 -7%
CW
5771
Cornerstone Wealth
Tennessee
$490K -$14.6K -36 -3%
JWBC
5772
John W. Brooker & Co
California
$490K +$40.1K +99 +8%
SOWAS
5773
Silver Oak Wealth Advisors Services
California
$489K +$405 +1 +0.1%
EFG
5774
Ehrlich Financial Group
California
$488K -$10.1K -25 -2%
SMAM
5775
Sugar Maple Asset Management
Wisconsin
$485K +$40.5K +100 +8%
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231
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