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Name Holding Trade Value Shares
Change 		Change in
Stake
ITB
5276
Idaho Trust Bank
Idaho
$578K – – –
UWM
5277
USAdvisors Wealth Management
Minnesota
$578K +$15.1K +81 +3%
AA
5278
Auctus Advisors
North Carolina
$578K +$577K +3,099 New
BF
5279
Brooklyn FI
New York
$578K -$393K -2,110 -41%
AWP
5280
Atlas Wealth Partners
Pennsylvania
$577K -$2.79K -15 -0.5%
PSIWM
5281
Paradigm Strategies in Wealth Management
Minnesota
$577K +$15.8K +85 +3%
AC
5282
AIFG Consultants
New York
$576K -$275K -1,477 -32%
KWM
5283
Koa Wealth Management
California
$576K +$54K +290 +10%
ODA
5284
One Degree Advisors
California
$572K +$197K +1,060 +53%
SIC
5285
Shoker Investment Counsel
Ohio
$572K -$383K -2,059 -40%
CL
5286
COWA LLC
Oklahoma
$571K +$76.7K +412 +16%
CWM
5287
Core Wealth Management
Florida
$571K +$10.8K +58 +2%
TIP
5288
Torray Investment Partners
Maryland
$570K – – –
AF
5289
ASL Financial
California
$570K +$568K +3,054 New
AWA
5290
Authentikos Wealth Advisory
California
$568K +$205K +1,102 +57%
CPA
5291
Cathy Pareto & Associates
Florida
$568K -$5.58K -30 -1%
SWM
5292
Seaside Wealth Management
California
$567K +$9.68K +52 +2%
MLA
5293
MB, Levis & Associates
Pennsylvania
$566K +$186 +1 +0%
FWMM
5294
Foundation Wealth Management (Missouri)
Missouri
$565K +$28.1K +151 +5%
O3W
5295
Omni 360 Wealth
New Jersey
$564K -$16.8K -90 -3%
PWMG
5296
Pioneer Wealth Management Group
Texas
$561K +$10.4K +56 +2%
KSWWM
5297
Keyes Stange & Wooten Wealth Management
Florida
$561K +$93.3K +501 +20%
AWM
5298
Athena Wealth Management
Nevada
$561K +$560K +3,006 New
SPA
5299
Sentinel Pension Advisors
Massachusetts
$560K +$48.4K +260 +9%
CAM
5300
Chesapeake Asset Management
New York
$559K -$22.3K -120 -4%
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