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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2601
Satovsky Asset Management
New York
$821K +$3.71K +9 +0.4%
AF
2602
Apollon Financial
South Carolina
$820K +$7K +17 +0.8%
PWM
2603
Power Wealth Management
Georgia
$820K +$204K +496 +29%
DACS
2604
Dymon Asia Capital (Singapore)
Singapore
$818K +$906K +2,200 New
FOR
2605
Family Office Research
Maryland
$818K -$1.46M -3,550 -62%
WPP
2606
Whalerock Point Partners
Rhode Island
$817K +$6.18K +15 +0.7%
BWAM
2607
Boyd Watterson Asset Management
Ohio
$816K +$323K +785 +56%
SIA
2608
SeaBridge Investment Advisors
New Jersey
$813K +$28K +68 +3%
MSWMA
2609
Market Street Wealth Management Advisors
Indiana
$811K +$128K +310 +17%
TAWM
2610
Three Arch Wealth Management
California
$811K +$899K +2,182 New
CIA
2611
Caerus Investment Advisors
Texas
$810K -$447K -1,085 -33%
EWM
2612
Elmwood Wealth Management
California
$810K +$14.4K +35 +2%
ISFAN
2613
Investor's Fiduciary Advisor Network
Washington
$809K +$405K +982 +82%
EWM
2614
Elevatus Welath Management
New York
$808K -$11.9K -29 -1%
ACM
2615
Alta Capital Management
Utah
$808K – – –
PG
2616
Proffitt & Goodson
Tennessee
$808K -$3.3K -8 -0.4%
HC
2617
Headland Capital
South Carolina
$805K +$324K +786 +57%
HCM
2618
Howland Capital Management
Massachusetts
$800K – – –
AWA
2619
AGH Wealth Advisors
Kansas
$799K -$26K -63 -3%
TAR
2620
Trask Adam Roland
$799K +$886K +2,150 New
AFPL
2621
Advus Financial Partners, LLC
Florida
$799K -$23.9K -58 -3%
VFP
2622
Vilga Financial Planning
New Jersey
$798K – – –
SFM
2623
Signet Financial Management
New Jersey
$797K +$43.3K +105 +5%
TFA
2624
TPG Financial Advisors
Oregon
$796K -$24.7K -60 -3%
PRP
2625
Peak Retirement Planning
Ohio
$796K +$318K +773 +57%
103 104
105
106 107