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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2076
Red Door Wealth Management
Tennessee
$465K -$699 -4 -0.2%
O3W
2077
Omni 360 Wealth
New Jersey
$464K -$32.5K -186 -7%
FI
2078
FWG Investments
Kentucky
$463K -$90.5K -518 -18%
KL
2079
KilterHowling LLC
Colorado
$462K -$1.22K -7 -0.3%
DIA
2080
Dana Investment Advisors
Wisconsin
$461K -$98.4K -563 -19%
SWM
2081
Sugarloaf Wealth Management
Georgia
$460K +$350 +2 +0.1%
BFA
2082
Beaumont Financial Advisors
Massachusetts
$459K -$10.5K -60 -3%
FCM
2083
Firestone Capital Management
Florida
$456K +$1.22K +7 +0.3%
SOAMC
2084
Spirit of America Management Corp
New York
$455K – – –
FDCP
2085
Foster Dykema Cabot & Partners
Massachusetts
$454K +$12.2K +70 +3%
CAM
2086
Clark Asset Management
New Hampshire
$454K +$57.7K +330 +17%
PWA
2087
Peterson Wealth Advisors
Utah
$454K +$1.05K +6 +0.3%
CWM
2088
Certus Wealth Management
California
$453K -$19.4K -111 -5%
SWA
2089
Strata Wealth Advisors
Texas
$451K +$33.7K +193 +9%
IWA
2090
Inspirion Wealth Advisors
Illinois
$451K +$874 +5 +0.2%
FFA
2091
Fragasso Financial Advisors
Pennsylvania
$450K +$84.9K +486 +27%
BIA
2092
Bell Investment Advisors
California
$446K +$28.8K +165 +8%
WI
2093
Wintrust Investments
Illinois
$446K +$133K +760 +51%
SPIO
2094
Seven Post Investment Office
California
$445K – – –
SI
2095
Sprott Inc
Ontario, Canada
$445K – – –
DTC
2096
Davidson Trust Company
Washington
$445K +$393K +2,250 New
DW30
2097
Drucker Wealth 3.0
New Jersey
$445K +$393K +2,248 New
MAM
2098
Meeder Asset Management
Ohio
$444K -$531K -3,038 -57%
DA
2099
Doliver Advisors
Texas
$444K +$393K +2,246 New
NPT
2100
National Philanthropic Trust
Pennsylvania
$444K -$161K -919 -29%
82 83
84
85 86