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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2951
Sherman Asset Management
California
$299K – – –
CHA
2952
Cooper/Haims Advisors
New York
$297K +$6.1K +50 +2%
PWP
2953
Precedent Wealth Partners
Texas
$296K +$13.4K +110 +5%
VWM
2954
Verus Wealth Management
Wisconsin
$295K -$1.22K -10 -0.4%
BW
2955
Basepoint Wealth
Iowa
$295K -$50K -410 -14%
UWS
2956
Unique Wealth Strategies
Illinois
$295K -$433K -3,550 -59%
SWP
2957
Significant Wealth Partners
Illinois
$294K – – –
OC
2958
Optima Capital
Oregon
$293K +$6.1K +50 +2%
B
2959
BetterWealth
California
$293K +$298K +2,440 New
VBFG
2960
Vishria Bird Financial Group
Tennessee
$291K +$25.6K +210 +9%
BSTWA
2961
Blake Schutter Theil Wealth Advisors
Ohio
$290K – – –
MWM
2962
Momentous Wealth Management
Washington
$290K +$1.22K +10 +0.4%
FTC
2963
Farmers Trust Company
Ohio
$290K +$8.54K +70 +3%
JJBC
2964
James J. Burns & Company
New York
$289K – – –
MWM
2965
McNaughton Wealth Management
California
$289K +$2.44K +20 +0.8%
AWA
2966
Acorn Wealth Advisors
Michigan
$289K +$59.8K +490 +26%
PGWM
2967
Parisi Gray Wealth Management
New Jersey
$288K +$1.22K +10 +0.4%
CC
2968
Constitution Capital
Connecticut
$288K – – –
FFWA
2969
FRG Family Wealth Advisors
Washington
$288K – – –
NA
2970
Nordwand Advisors
Pennsylvania
$288K – – –
GRA
2971
Golden Road Advisors
Florida
$288K +$26.9K +220 +10%
EPAM
2972
Evelyn Partners Asset Management
$288K +$36.6K +300 +14%
BW
2973
BXM Wealth
Colorado
$288K +$48.8K +400 +20%
HCMG
2974
Howard Capital Management Group
California
$288K +$122K +1,000 +71%
CCA
2975
Conservest Capital Advisors
Pennsylvania
$287K – – –
117 118
119
120 121