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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3276
RMG Wealth Management
Wisconsin
$150K +$19.4K +180 +11%
CCA
3277
Catalyst Capital Advisors
New York
$148K -$55.6K -516 -25%
RWM
3278
Rialto Wealth Management
New York
$145K +$80.9K +750 +94%
PP
3279
Pingora Partners
Wyoming
$141K – – –
VNA
3280
Valley National Advisers
Pennsylvania
$140K +$25.4K +236 +19%
SG
3281
Sankala Group
Colorado
$139K +$156K +1,446 New
CFD
3282
Creative Financial Designs
Indiana
$136K -$1.08K -10 -0.7%
GAFA
3283
Garton & Associates Financial Advisors
Kentucky
$135K +$155K +1,440 New
LD
3284
Lipe & Dalton
New York
$134K +$3.23K +30 +2%
BWM
3285
Bernard Wealth Management
Michigan
$133K – – –
S
3286
Sachetta
Massachusetts
$133K +$5.39K +50 +4%
SFS
3287
Sunrise Financial Services
Washington
$132K +$152K +1,410 New
W
3288
WealthCollab
Washington
$131K – – –
CTWM
3289
Cherry Tree Wealth Management
Minnesota
$130K -$1.08K -10 -0.7%
HWP
3290
Highline Wealth Partners
California
$130K -$637K -5,910 -81%
MPW
3291
MASECO Private Wealth
$128K +$116K +1,080 +372%
CVM
3292
Cheviot Value Management
California
$128K – – –
SAM
3293
Sherman Asset Management
California
$127K -$123K -1,140 -46%
CSB
3294
City State Bank
Iowa
$125K +$12.9K +120 +10%
HPWM
3295
High Point Wealth Management
New Jersey
$125K +$143K +1,330 New
EWP
3296
Elevation Wealth Partners
California
$124K +$101K +936 +240%
GA
3297
GoalVest Advisory
New York
$124K +$99.4K +922 +231%
RFG
3298
REAP Financial Group
Texas
$121K +$3.23K +30 +2%
GK
3299
Graney & King
New York
$118K – – –
NWM
3300
Nova Wealth Management
Florida
$118K +$8.63K +80 +7%
130 131
132
133 134