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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMA
4476
Capstone Wealth Management (Alabama)
Alabama
$620K +$636K +4,615 New
WI
4477
Wintrust Investments
Illinois
$612K -$442K -3,209 -41%
PFG
4478
Pinnacle Financial Group
Illinois
$612K -$54K -392 -8%
EFA
4479
Edge Financial Advisors
Illinois
$611K +$30.9K +224 +5%
OFP
4480
OLIO Financial Planning
Virginia
$610K +$627K +4,546 New
DKCM
4481
Davidson Kahn Capital Management
California
$610K +$626K +4,544 New
EWA
4482
Elevate Wealth Advisory
Georgia
$610K +$41.6K +302 +7%
BWM
4483
Brickley Wealth Management
California
$607K -$21.2K -154 -3%
FG
4484
Fairman Group
Pennsylvania
$607K +$138 +1 +0%
SPWM
4485
Schrum Private Wealth Management
Florida
$607K -$802K -5,822 -56%
TWM
4486
Trevian Wealth Management
Massachusetts
$607K +$138 +1 +0%
AAMA
4487
Advanced Asset Management Advisors
Ohio
$607K +$5.51K +40 +0.9%
SC
4488
Schubert & Co
Texas
$606K +$157K +1,136 +34%
IWP
4489
Innova Wealth Partners
Pennsylvania
$606K -$7.97M -57,804 -93%
HI
4490
Harrington Investments
California
$606K +$622K +4,510 New
FLC
4491
Fifth Lane Capital
Texas
$604K +$620K +4,500 New
FCC
4492
Flower City Capital
New York
$604K – – –
DIA
4493
Davidson Investment Advisors
Montana
$603K +$266K +1,930 +75%
CWM
4494
Cadence Wealth Management
Massachusetts
$601K +$21.5K +156 +4%
DWM
4495
DKM Wealth Management
California
$600K +$616K +4,466 New
CWM
4496
CarsonAllaria Wealth Management
Illinois
$599K +$13.8K +100 +2%
MWM
4497
Mittelman Wealth Management
Massachusetts
$596K -$138K -1,000 -18%
BAM
4498
Bayshore Asset Management
Florida
$596K +$1.79K +13 +0.3%
LW
4499
Lauer Wealth
Indiana
$596K +$26.2K +190 +4%
NA
4500
Nordwand Advisors
Pennsylvania
$595K +$391K +2,834 +177%
178 179
180
181 182