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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1351
Abound Wealth Management
Tennessee
$352K -$7.39K -46 -2%
JIC
1352
Joel Isaacson & Co
New York
$352K -$23.8K -148 -6%
BCWM
1353
Bartlett & Co Wealth Management
Ohio
$352K -$16.1K -100 -4%
AWM
1354
Athena Wealth Management
Nevada
$352K +$351K +2,187 New
DG
1355
Dala Group
Illinois
$350K +$349K +2,176 New
GA
1356
GFS Advisors
Texas
$349K +$33.4K +208 +11%
RBFC
1357
Roman Butler Fullerton & Co
Missouri
$349K -$362K -2,252 -47%
MFWM
1358
Motley Fool Wealth Management
Virginia
$349K +$36.1K +225 +12%
ZBNA
1359
Zions Bancorporation, National Association
Utah
$348K +$963 +6 +0.3%
GI
1360
GAMMA Investing
California
$348K +$138K +862 +66%
FWP
1361
Forefront Wealth Partners
Texas
$348K -$75.3K -469 -18%
UF
1362
Univest Financial
Pennsylvania
$346K +$8.03K +50 +2%
FAM
1363
Flaharty Asset Management
Florida
$345K – – –
MAWA
1364
Moss Adams Wealth Advisors
Washington
$345K – – –
PSP
1365
Pacific Sage Partners
Washington
$343K +$12.8K +80 +4%
CF
1366
Centaurus Financial
California
$343K -$114K -711 -25%
TPWA
1367
Twin Peaks Wealth Advisors
California
$343K -$88.6K -552 -16%
BWA
1368
Blodgett Wealth Advisors
California
$342K – – –
PW
1369
PUREfi Wealth
Massachusetts
$342K -$463K -2,882 -58%
MCM
1370
M1 Capital Management
Michigan
$338K -$9.63K -60 -3%
CH
1371
Cromwell Holdings
Wyoming
$338K -$8.03K -50 -2%
MG
1372
Marex Group
$337K +$23.4K +146 +7%
MAM
1373
McLean Asset Management
Virginia
$335K +$38.7K +241 +13%
VC
1374
Veracity Capital
Georgia
$334K +$8.67K +54 +3%
BW
1375
BXM Wealth
Colorado
$334K +$1.15M +7,149 +240%
53 54
55
56 57