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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2801
Astra Wealth Partners
New Jersey
$374K -$8.9K -101 -3%
RF
2802
Roxbury Financial
New Jersey
$373K +$178K +2,015 +108%
FAT
2803
First American Trust
California
$372K +$37.6K +427 +12%
SW
2804
SkyOak Wealth
Michigan
$371K -$176K -2,000 -34%
RCA
2805
Runnymede Capital Advisors
Ohio
$371K -$810K -9,193 -70%
AF
2806
Apollon Financial
South Carolina
$369K +$31.8K +361 +10%
TFS
2807
Targeted Financial Services
Florida
$369K – – –
PWM
2808
Parkway Wealth Management
Texas
$369K -$1.62M -18,431 -84%
VFP
2809
Vilga Financial Planning
New Jersey
$368K -$11.5K -130 -3%
SMWM
2810
Silvia McColl Wealth Management
California
$368K +$6.17K +70 +2%
FPWM
2811
FSB Premier Wealth Management
Iowa
$368K +$100K +1,140 +42%
VAF
2812
Values Added Financial
District of Columbia
$367K +$40.7K +462 +14%
SF
2813
SWP Financial
California
$365K – – –
JC
2814
JB Capital
Connecticut
$363K -$84K -953 -20%
SAM
2815
Strategy Asset Managers
California
$363K -$648K -7,353 -66%
HA
2816
Helium Advisors
Washington
$363K +$332K +3,773 New
RI
2817
Rinkey Investments
California
$362K -$17.3K -196 -5%
CPIA
2818
Cornell Pochily Investment Advisors
New York
$361K -$8.72K -99 -3%
RIS
2819
Richmond Investment Services
Wisconsin
$359K +$74.7K +848 +29%
VRM
2820
Vectors Research Management
New York
$359K +$329K +3,730 New
PMG
2821
ProVise Management Group
Florida
$358K +$83K +942 +34%
HFS
2822
Hopwood Financial Services
Virginia
$358K – – –
LFA
2823
Level Financial Advisors
New York
$358K +$881 +10 +0.3%
CW
2824
Channel Wealth
California
$357K +$37.6K +427 +13%
AA
2825
Addison Advisors
Vermont
$357K +$15.1K +171 +5%
111 112
113
114 115