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Name Holding Trade Value Shares
Change 		Change in
Stake
KSWWM
3251
Keyes Stange & Wooten Wealth Management
Florida
$201K +$170K +1,500 New
LG
3252
LAM Group
Oregon
$201K +$170K +1,500 New
RWA
3253
Roberts Wealth Advisors
California
$201K +$170K +1,500 New
YC
3254
Yarbrough Capital
Tennessee
$201K +$170K +1,500 New
CCM
3255
Carderock Capital Management
Maryland
$201K +$170K +1,500 New
CG
3256
Corundum Group
Colorado
$201K +$170K +1,500 New
SRC
3257
Shufro Rose & Co
New York
$200K – – –
OCM
3258
Osterweis Capital Management
California
$200K +$49.7K +440 +42%
RWM
3259
RMG Wealth Management
Wisconsin
$194K +$181K +1,600 New
CTWM
3260
Cherry Tree Wealth Management
Minnesota
$187K -$14.7K -130 -8%
W
3261
WealthCollab
Washington
$187K – – –
HCMG
3262
Howard Capital Management Group
California
$187K – – –
LD
3263
Lipe & Dalton
New York
$187K – – –
S
3264
Sachetta
Massachusetts
$186K +$24.9K +220 +19%
BWM
3265
Bernard Wealth Management
Michigan
$185K – – –
CWM
3266
Centricity Wealth Management
Ohio
$185K – – –
CVM
3267
Cheviot Value Management
California
$183K -$5.65K -50 -3%
CA
3268
Centerpoint Advisors
Massachusetts
$181K – – –
NWM
3269
Nova Wealth Management
Florida
$174K +$23.7K +210 +19%
VNA
3270
Valley National Advisers
Pennsylvania
$172K +$20.4K +180 +16%
GK
3271
Graney & King
New York
$169K +$6.78K +60 +5%
FCMT
3272
Founders Capital Management (Texas)
Texas
$167K – – –
CSB
3273
City State Bank
Iowa
$166K – – –
GWP
3274
Gen-Wealth Partners
Michigan
$165K – – –
GWSA
3275
Global Wealth Strategies & Associates
Colorado
$158K -$24.9K -220 -16%
129 130
131
132 133