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Name Holding Trade Value Shares
Change 		Change in
Stake
GAFA
3276
Garton & Associates Financial Advisors
Kentucky
$135K +$155K +1,440 New
LD
3277
Lipe & Dalton
New York
$134K +$3.23K +30 +2%
BWM
3278
Bernard Wealth Management
Michigan
$133K – – –
S
3279
Sachetta
Massachusetts
$133K +$5.39K +50 +4%
SFS
3280
Sunrise Financial Services
Washington
$132K +$152K +1,410 New
W
3281
WealthCollab
Washington
$131K – – –
CTWM
3282
Cherry Tree Wealth Management
Minnesota
$130K -$1.08K -10 -0.7%
HWP
3283
Highline Wealth Partners
California
$130K -$637K -5,910 -81%
MPW
3284
MASECO Private Wealth
$128K +$116K +1,080 +372%
CVM
3285
Cheviot Value Management
California
$128K – – –
SAM
3286
Sherman Asset Management
California
$127K -$123K -1,140 -46%
CSB
3287
City State Bank
Iowa
$125K +$12.9K +120 +10%
HPWM
3288
High Point Wealth Management
New Jersey
$125K +$143K +1,330 New
EWP
3289
Elevation Wealth Partners
California
$124K +$101K +936 +240%
GA
3290
GoalVest Advisory
New York
$124K +$99.4K +922 +231%
RFG
3291
REAP Financial Group
Texas
$121K +$3.23K +30 +2%
GK
3292
Graney & King
New York
$118K – – –
NWM
3293
Nova Wealth Management
Florida
$118K +$8.63K +80 +7%
FCMT
3294
Founders Capital Management (Texas)
Texas
$117K – – –
CCMW
3295
Cypress Capital Management (Wyoming)
Wyoming
$116K – – –
MAS
3296
MPWM Advisory Solutions
Georgia
$115K +$86.9K +806 +192%
NMG
3297
New Millennium Group
Utah
$114K -$2.49M -23,112 -95%
FA
3298
Financial Avengers
California
$110K -$2.69K -25 -2%
VWA
3299
Valued Wealth Advisors
Utah
$110K +$7.66K +71 +6%
PWA
3300
Provenance Wealth Advisors
Florida
$110K – – –
130 131
132
133 134