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Name Holding Trade Value Shares
Change 		Change in
Stake
EIA
4901
Eldridge Investment Advisors
New Hampshire
$295K -$68.9K -500 -19%
PSIWM
4902
Paradigm Strategies in Wealth Management
Minnesota
$293K +$138 +1 +0%
NWMP
4903
Noble Wealth Management PBC
Colorado
$293K +$300K +2,180 New
PSA
4904
Plum Street Advisors
Louisiana
$291K +$299K +2,170 New
PA
4905
Prism Advisors
California
$290K -$827 -6 -0.3%
SHA
4906
Seneca House Advisors
Virginia
$289K +$297K +2,155 New
SPA
4907
Sentinel Pension Advisors
Massachusetts
$289K +$689 +5 +0.2%
BCA
4908
Ballentine Capital Advisors
South Carolina
$289K – – –
ACM
4909
Aurdan Capital Management
Pennsylvania
$288K +$296K +2,146 New
ACM
4910
Andina Capital Management
Utah
$288K -$28.5K -207 -9%
LSWM
4911
Lorne Steinberg Wealth Management
Canada
$288K – – –
FIA
4912
FPC Investment Advisory
California
$288K +$290K +2,107 +727%
VWA
4913
VSM Wealth Advisory
Maryland
$287K +$295K +2,137 New
PA
4914
Probity Advisors
Texas
$287K +$294K +2,135 New
HBCM
4915
Heron Bay Capital Management
Michigan
$286K +$294K +2,131 New
RS
4916
R Squared
Hong Kong
$286K +$294K +2,131 New
NPPM
4917
North Point Portfolio Managers
Ohio
$286K -$1.38K -10 -0.5%
PWP
4918
PrairieView Wealth Partners
Illinois
$286K – – –
BSTWA
4919
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$2.32M -16,849 -89%
WHCFA
4920
William Howard & Co Financial Advisors
Tennessee
$285K +$293K +2,126 New
OLA
4921
Oliver Luxxe Assets
New Jersey
$285K – – –
TC
4922
TAP Consulting
Missouri
$284K +$1.1K +8 +0.4%
RW
4923
Rockport Wealth
Ohio
$283K -$18.2M -131,868 -98%
IWM
4924
IMG Wealth Management
Florida
$283K +$290K +2,104 New
SDJVC
4925
St. Denis J. Villere & Co
Louisiana
$282K -$2.76K -20 -0.9%
195 196
197
198 199