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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
5301
Elevate Wealth Advisory
Georgia
$556K +$55.1K +296 +11%
CSC
5302
Caldwell Sutter Capital
California
$556K -$13K -70 -2%
WP
5303
Walleye Partners
Wisconsin
$555K +$554K +2,977 New
PP
5304
Pacifica Partners
Canada
$555K +$23.8K +128 +5%
1NWS
5305
1 North Wealth Services
Maryland
$555K +$32.6K +175 +6%
KAM
5306
KEB Asset Management
Illinois
$554K -$8.75K -47 -2%
TCP
5307
TMB Capital Partners
Arkansas
$553K +$552K +2,964 New
PWM
5308
PMG Wealth Management
Illinois
$552K +$5.58K +30 +1%
SRCM
5309
Signature Resources Capital Management
California
$551K +$58.3K +313 +12%
BF
5310
Blankinship & Foster
California
$550K -$372 -2 -0.1%
RWP
5311
Reliant Wealth Planning
Kentucky
$548K – – –
MAWAG
5312
Mid-American Wealth Advisory Group
Missouri
$548K +$78.4K +421 +17%
PBK
5313
Peoples Bank (Kansas)
Kansas
$548K -$73.2K -393 -12%
CFCS
5314
CDM Financial Counseling Services
Connecticut
$548K +$547K +2,938 New
QWM
5315
Quaker Wealth Management
New Jersey
$546K +$40.8K +219 +8%
WLPWM
5316
Walled Lake Planning & Wealth Management
Illinois
$545K – – –
DG
5317
Diesslin Group
Texas
$544K +$543K +2,916 New
UPS
5318
UHLMANN PRICE SECURITIES
Illinois
$543K -$11.2K -60 -2%
WF
5319
Warner Financial
Maryland
$543K – – –
LWM
5320
Latko Wealth Management
Illinois
$539K -$119K -639 -18%
AAM
5321
Auxier Asset Management
Oregon
$538K +$9.31K +50 +2%
WFL
5322
Wealth Forward LLC
North Dakota
$537K +$160K +860 +43%
BWM
5323
BCO Wealth Management
New Mexico
$537K – – –
PFA
5324
Professional Financial Advisors
Nebraska
$537K +$16.2K +87 +3%
SPA
5325
Sherbrooke Park Advisers
New York
$536K +$535K +2,876 New
211 212
213
214 215