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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
5026
PrairieView Wealth Partners
Illinois
$399K +$1.92K +11 +0.5%
OC
5027
OxenFree Capital
Florida
$398K +$872 +5 +0.2%
PPA
5028
Painted Porch Advisors
California
$398K +$5.93K +34 +2%
AFA
5029
Avant Financial Advisors
Texas
$397K +$174 +1 +0%
WFA
5030
Websterrogers Financial Advisors
South Carolina
$395K +$9.41K +54 +3%
NWM
5031
Navigoe Wealth Management
California
$394K +$44.8K +257 +14%
VWWMG
5032
Vermillion & White Wealth Management Group
Pennsylvania
$393K +$13.1K +75 +4%
SAM
5033
Shikiar Asset Management
New York
$393K +$368K +2,109 New
WMWM
5034
Wilkins Miller Wealth Management
Alabama
$392K +$13.4K +77 +4%
CWA
5035
Cascade Wealth Advisors
Washington
$391K – – –
CAP
5036
Columbia Advisory Partners
Washington
$390K -$96.6K -554 -21%
SSW
5037
Stone Summit Wealth
Florida
$390K -$2.27K -13 -0.6%
FWWM
5038
Fiscal Wisdom Wealth Management
Connecticut
$390K +$377K +2,161 New
RFA
5039
RTD Financial Advisors
Pennsylvania
$388K +$362K +2,077 New
CA
5040
Cortland Associates
Missouri
$387K -$872 -5 -0.2%
FDDB
5041
Fidelity D&D Bancorp
Pennsylvania
$387K -$42.2K -242 -10%
FA
5042
FC Advisory
Pennsylvania
$385K – – –
PGA
5043
Portland Global Advisors
Maine
$385K +$360K +2,064 New
MFN
5044
Midwest Financial Network
Illinois
$384K – – –
SAMC
5045
Spectrum Asset Management (California)
California
$383K – – –
WG
5046
Watchman Group
Texas
$382K -$34.9K -200 -9%
CFA
5047
CWS Financial Advisors
Michigan
$382K +$92.4K +530 +35%
SCA
5048
Stuart Chaussee & Associates
California
$382K – – –
GWA
5049
Gutierrez Wealth Advisory
Arkansas
$382K +$89.1K +511 +33%
HFRG
5050
Houlihan Financial Resource Group
Virginia
$382K -$1.56M -8,972 -81%
200 201
202
203 204