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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2201
Whelan Financial
California
$806K +$471K +3,860 +135%
KLCM
2202
KG&L Capital Management
Louisiana
$804K +$270K +2,210 +49%
GCA
2203
Gradient Capital Advisors
California
$803K +$13.4K +110 +2%
LA
2204
Latitude Advisors
Florida
$803K -$18.3K -150 -2%
GAMC
2205
Garner Asset Management Corp
Texas
$802K – – –
TWM
2206
Tanager Wealth Management
United Kingdom
$802K +$380K +3,110 +87%
TAM
2207
Titleist Asset Management
Texas
$801K -$30.5K -250 -4%
RWA
2208
River Wealth Advisors
Pennsylvania
$800K -$7.32K -60 -0.9%
SEIA
2209
Signature Estate & Investment Advisors
California
$800K -$69.6K -570 -8%
SFC
2210
SYM Financial Corp
Indiana
$796K -$18.3K -150 -2%
IWS
2211
Insight Wealth Strategies
California
$794K +$6.1K +50 +0.8%
SAM
2212
Secure Asset Management
Michigan
$793K +$84.2K +690 +11%
CAAS
2213
Capital Asset Advisory Services
Michigan
$792K -$45.2K -370 -5%
FWA
2214
Flagship Wealth Advisors
Massachusetts
$791K – – –
TCM
2215
Tufton Capital Management
Maryland
$790K – – –
EFG
2216
Ethos Financial Group
Pennsylvania
$789K +$37.8K +310 +5%
DWM
2217
Dogwood Wealth Management
Kansas
$788K -$134K -1,100 -14%
MF
2218
Montis Financial
Massachusetts
$788K +$802K +6,570 New
OA
2219
Oxbow Advisors
Texas
$786K -$15.9K -130 -2%
SFGP
2220
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$785K -$28.1K -230 -3%
MA
2221
Maxele Advisors
Missouri
$785K +$6.1K +50 +0.8%
KCIC
2222
Kuhn & Co Investment Counsel
Illinois
$784K -$42.7K -350 -5%
MW
2223
Maia Wealth
Colorado
$780K -$39.1K -320 -4%
HW
2224
HORAN Wealth
Ohio
$779K – – –
MP
2225
Moment Partners
California
$779K – – –
87 88
89
90 91