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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3501
PTM Wealth Management
United States
$332K +$141K +342 +57%
FAM
3502
Flaharty Asset Management
Florida
$332K +$49K +119 +15%
CC
3503
Cypress Capital
Tennessee
$332K -$43.7K -106 -11%
BBL
3504
Beck Bode LLC
Massachusetts
$332K – – –
PWM
3505
Praetorian Wealth Management
California
$332K -$1.65K -4 -0.4%
CWM
3506
CarsonAllaria Wealth Management
Illinois
$332K +$41.2K +100 +13%
AAS
3507
Asset Allocation Strategies
Michigan
$331K +$72.9K +177 +25%
BFG
3508
Birch Financial Group
New Hampshire
$331K +$82K +199 +29%
DIA
3509
Davidson Investment Advisors
Montana
$331K – – –
SWM
3510
Sculati Wealth Management
Michigan
$330K – – –
PMFA
3511
Plante Moran Financial Advisors
Michigan
$330K -$70K -170 -16%
GFG
3512
Greystone Financial Group
Michigan
$330K -$381K -925 -51%
HP
3513
HT Partners
Connecticut
$330K -$4.53K -11 -1%
SPA
3514
Sentinel Pension Advisors
Massachusetts
$330K +$1.65K +4 +0.5%
PWC
3515
PYA Waltman Capital
Tennessee
$328K +$12.4K +30 +4%
WW
3516
Westshore Wealth
California
$328K +$30.5K +74 +9%
AFA
3517
Avant Financial Advisors
Texas
$328K +$2.06K +5 +0.6%
PFG
3518
Pinnacle Financial Group
Illinois
$328K +$28K +68 +8%
WAOI
3519
Wealth Advisors of Iowa
Iowa
$327K +$7.83K +19 +2%
GHA
3520
Granite Harbor Advisors
Texas
$326K – – –
CW
3521
Code Waechter
Florida
$326K +$19.8K +48 +6%
MWM
3522
Momentous Wealth Management
Washington
$326K +$29.2K +71 +9%
OCA
3523
Odyssey Capital Advisors
Pennsylvania
$325K +$15.7K +38 +5%
CS
3524
Capital Square
Tennessee
$325K +$4.12K +10 +1%
PIWA
3525
Prevail Innovative Wealth Advisors
Kansas
$325K -$16.1K -39 -4%
139 140
141
142 143