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