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Name Holding Trade Value Shares
Change 		Change in
Stake
IPWA
2876
International Private Wealth Advisors
California
$709K +$10.7K +27 +2%
CB
2877
Community Bank
New York
$709K – – –
FL
2878
FreeGulliver LLC
Louisiana
$708K -$84.7K -213 -11%
CWAF
2879
Core Wealth Advisors (Florida)
Florida
$708K +$4.38K +11 +0.7%
PWM
2880
Prentice Wealth Management
New York
$707K -$1.59K -4 -0.2%
FFG
2881
Frisch Financial Group
New York
$707K – – –
BCM
2882
Beck Capital Management
Texas
$706K -$6.36K -16 -0.9%
NB
2883
Northwest Bancshares
Pennsylvania
$705K -$8.35K -21 -1%
CWM
2884
Cherrydale Wealth Management
New Jersey
$705K +$7.56K +19 +1%
TCPG
2885
Trivant Custom Portfolio Group
California
$705K +$19.9K +50 +3%
TBC
2886
Ted Buchan & Co
California
$704K +$398 +1 +0.1%
AA
2887
ACT Advisors
North Carolina
$704K +$158K +398 +31%
XPN
2888
XY Planning Network
Montana
$702K +$303K +761 +84%
PFW
2889
Petros Family Wealth
Minnesota
$702K -$398 -1 -0.1%
RCM
2890
Regency Capital Management
Hawaii
$700K +$1.19K +3 +0.2%
WF
2891
Wayfinding Financial
Washington
$698K -$15.1K -38 -2%
JWM
2892
JPL Wealth Management
Colorado
$697K +$76K +191 +13%
PCM
2893
Peirce Capital Management
Texas
$697K +$9.94K +25 +2%
LPFG
2894
Landing Point Financial Group
Ohio
$696K +$1.99K +5 +0.3%
GCM
2895
GKV Capital Management
California
$694K +$59.7K +150 +10%
TA
2896
TFB Advisors
Kansas
$694K +$51.7K +130 +9%
RWS
2897
Resolute Wealth Strategies
Mississippi
$693K +$57.3K +144 +10%
SHFP
2898
Second Half Financial Partners
Florida
$691K -$23.5K -59 -3%
MGAM
2899
McGowan Group Asset Management
Texas
$691K – – –
IPA
2900
Investment Planning Advisors
Georgia
$690K +$5.17K +13 +0.8%
114 115
116
117 118