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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
3051
Haven Private
Florida
$629K +$30.1K +68 +5%
RBWA
3052
RFG - Bristol Wealth Advisors
Massachusetts
$628K -$20.4K -46 -3%
TBWA
3053
Three Bridge Wealth Advisors
California
$628K – – –
DAL
3054
Delta Accumulation LLC
California
$627K – – –
LCC
3055
Lincoln Capital Corp
Rhode Island
$627K – – –
CPSAC
3056
Chas P. Smith & Associates (CPS)
Florida
$627K +$327K +738 +113%
TCP
3057
TMB Capital Partners
Arkansas
$626K +$617K +1,393 New
RFN
3058
Redwood Financial Network
Ohio
$625K -$50.5K -114 -8%
TWM
3059
Tripletail Wealth Management
Florida
$623K -$12.9K -29 -2%
RIA
3060
Rhodes Investment Advisors
Texas
$623K +$614K +1,386 New
JWM
3061
JPL Wealth Management
Colorado
$623K +$10.2K +23 +2%
PEWA
3062
Pacific Excel Wealth Advisors
California
$622K +$615K +1,388 New
SA
3063
Sage Advisors
Colorado
$622K +$160K +361 +35%
BFC
3064
Blue Fin Capital
Rhode Island
$622K +$614K +1,384 New
HNW
3065
High Note Wealth
Minnesota
$622K +$38.6K +87 +7%
AWA
3066
ARQ Wealth Advisors
Arizona
$621K +$254K +574 +71%
HC
3067
Headland Capital
South Carolina
$620K – – –
WCM
3068
Washburn Capital Management
Florida
$620K +$45.2K +102 +8%
EPW
3069
Endeavor Private Wealth
Kansas
$620K +$115K +260 +23%
WCA
3070
Westover Capital Advisors
Delaware
$619K – – –
CA
3071
Centennial Advisors
Texas
$618K +$609K +1,374 New
GG
3072
GenWealth Group
New Jersey
$617K +$179K +403 +39%
CWMP
3073
Clarion Wealth Managment Partners
Virginia
$617K +$3.55K +8 +0.6%
MHR
3074
Matthew Hamilton Rosenberg
$616K +$2.66K +6 +0.4%
CT
3075
Colonial Trust
South Carolina
$616K +$43.4K +98 +8%
121 122
123
124 125