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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
2751
Livet Wealth
Utah
$285K +$2.47K +28 +0.7%
SFPG
2752
Stonebridge Financial Planning Group
Florida
$285K -$30.8K -350 -8%
WF
2753
Whelan Financial
California
$285K -$50.7K -576 -13%
PAM
2754
PVG Asset Management
Colorado
$284K +$351K +3,984 New
RA
2755
Rise Advisors
New York
$284K +$25K +284 +8%
BHC
2756
Bull Harbor Capital
Maryland
$284K -$42.6K -484 -11%
JTWM
2757
Jackson Thornton Wealth Management
Alabama
$284K +$95.4K +1,083 +38%
HFAS
2758
Hummer Financial Advisory Services
Illinois
$283K – – –
JCFM
2759
JBR Co Financial Management
Oklahoma
$283K -$9.69K -110 -3%
RCM
2760
RNC Capital Management
California
$283K – – –
CCM
2761
Chaney Capital Management
Washington
$283K +$349K +3,959 New
SGFG
2762
Silver Grove Financial Group
New York
$282K -$85K -965 -20%
SM
2763
Sciencast Management
New Jersey
$282K +$348K +3,956 New
WA
2764
Waystone Advisors
Washington
$282K -$60.6K -688 -15%
AWM
2765
Ariadne Wealth Management
California
$282K -$22.4K -254 -6%
PMFA
2766
Plante Moran Financial Advisors
Michigan
$282K +$36.3K +412 +12%
PGAM
2767
Princeton Global Asset Management
New Jersey
$282K -$881 -10 -0.3%
RW
2768
RVW Wealth
California
$282K -$339K -3,846 -49%
PFG
2769
Putney Financial Group
California
$281K -$32.6K -370 -9%
VAF
2770
Values Added Financial
District of Columbia
$281K +$10.2K +116 +3%
CPA
2771
Clear Point Advisors
New York
$281K -$3.52K -40 -1%
OWMIAS
2772
One Wealth Management Investment & Advisory Services
Florida
$281K -$202K -2,292 -37%
WMA
2773
William Mack & Associates
Michigan
$280K -$183K -2,075 -35%
BBA
2774
Braun-Bostich & Associates
Pennsylvania
$280K +$352 +4 +0.1%
SIC
2775
Sigma Investment Counselors
Michigan
$280K -$6.17K -70 -2%
109 110
111
112 113