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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1701
Prentice Wealth Management
New York
$389K +$4.42K +43 +1%
NP
1702
NorthRock Partners
Minnesota
$388K -$4.01K -39 -1%
CWA
1703
Consilium Wealth Advisory
Texas
$388K -$253K -2,458 -38%
WF
1704
Wayfinding Financial
Washington
$387K -$54.7K -532 -11%
NHC
1705
Nicholas Hoffman & Company
Georgia
$387K -$7K -68 -2%
AHC
1706
Adell Harriman & Carpenter
Texas
$387K -$212K -2,060 -34%
VCA
1707
Verdence Capital Advisors
Maryland
$385K +$54K +525 +15%
WCF
1708
West Coast Financial
California
$385K -$43.5K -423 -10%
EWM
1709
EPG Wealth Management
Georgia
$385K +$42K +408 +11%
PG
1710
Proffitt & Goodson
Tennessee
$384K -$17.1K -166 -4%
QFA
1711
Quantum Financial Advisors
California
$384K +$75.9K +738 +23%
MCM
1712
Monarch Capital Management
Indiana
$384K – – –
FSG
1713
Financial Strategies Group
Michigan
$383K – – –
WFO
1714
Wealthgate Family Office
Colorado
$382K – – –
SAMC
1715
Spectrum Asset Management (California)
California
$382K – – –
BHIC
1716
Bassett Hargrove Investment Counsel
Delaware
$382K – – –
PO
1717
Private Ocean
California
$382K -$60.8K -591 -13%
KI
1718
Kapitalo Investimentos
Brazil
$382K +$411K +3,992 New
AAM
1719
Alphadyne Asset Management
New York
$382K +$227K +2,210 +124%
FWA
1720
FSM Wealth Advisors
Ohio
$381K -$1.54K -15 -0.4%
D
1721
Diversified
Delaware
$379K +$4.73K +46 +1%
CWS
1722
Confluence Wealth Services
Pennsylvania
$379K +$39.4K +383 +11%
VAF
1723
Values Added Financial
District of Columbia
$378K -$8.74K -85 -2%
6F
1724
626 Financial
Michigan
$378K -$18K -175 -4%
SOAG
1725
Silver Oak Advisory Group
Oregon
$376K +$106K +1,032 +35%
67 68
69
70 71