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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2726
Cook Wealth
North Carolina
$370K +$440K +1,319 New
SW
2727
Solidarity Wealth
Utah
$370K +$28K +84 +6%
CAWM
2728
Capital A Wealth Management
Pennsylvania
$369K -$47.7K -143 -9%
PGWM
2729
Pitti Group Wealth Management
New York
$369K -$15.7K -47 -3%
WCA
2730
Westover Capital Advisors
Delaware
$368K – – –
AFTS
2731
American Financial & Tax Strategies
New York
$368K +$17.7K +53 +4%
SHFA
2732
SS&H Financial Advisors
Michigan
$368K – – –
CIA
2733
CCM Investment Advisers
South Carolina
$368K -$9.2M -27,595 -95%
GWAG
2734
Garrett Wealth Advisory Group
Texas
$367K +$4.67K +14 +1%
FDW
2735
Fourth Dimension Wealth
Ohio
$366K -$47.7K -143 -9%
CCAM
2736
Cascades Capital Asset Management
North Carolina
$366K +$7K +21 +2%
CASB
2737
Cape Ann Savings Bank
Massachusetts
$366K -$112K -335 -19%
DAL
2738
Delta Accumulation LLC
California
$365K +$333K +1,000 +253%
GWSA
2739
Global Wealth Strategies & Associates
Colorado
$365K +$92.3K +277 +25%
GA
2740
Goldstein Advisors
Wisconsin
$364K +$25K +75 +6%
MAWCM
2741
Mine & Arao Wealth Creation & Management
California
$364K -$125K -375 -21%
W
2742
Wealthquest
Ohio
$363K -$36.3K -109 -7%
PCM
2743
Ping Capital Management
New York
$363K -$100K -300 -18%
SA
2744
Scarborough Advisors
Maryland
$363K -$61.7K -185 -12%
CI
2745
Cherokee Insurance
Michigan
$363K – – –
AOG
2746
Alpha Omega Group
Virginia
$362K +$134K +403 +41%
SWG
2747
Summit Wealth Group
Vermont
$362K -$3.67K -11 -0.8%
RCI
2748
RS Crum Inc
California
$362K +$14.7K +44 +3%
DI
2749
DAGCO Inc
Ohio
$362K +$465K +1,396 New
AFS
2750
AFG Fiduciary Services
Massachusetts
$360K +$13.7K +41 +3%
108 109
110
111 112