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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2876
Cedar Wealth Management
California
$639K -$2.22K -9 -0.4%
JE
2877
JMAC Enterprises
Pennsylvania
$638K +$65.1K +264 +12%
WDL
2878
Well Done LLC
Michigan
$638K +$74.4K +302 +14%
AA
2879
Addison Advisors
Vermont
$637K +$25.9K +105 +4%
GF
2880
Gries Financial
Ohio
$637K -$84.3K -342 -12%
FCM
2881
Family Capital Management
Michigan
$637K -$22.7K -92 -4%
HWA
2882
Heartwood Wealth Advisors
Virginia
$636K -$59.9K -243 -9%
RWA
2883
Redhawk Wealth Advisors
Minnesota
$635K -$739 -3 -0.1%
SWM
2884
Salvus Wealth Management
New Jersey
$635K +$2.22K +9 +0.4%
BHIA
2885
Birch Hill Investment Advisors
Massachusetts
$634K +$92.2K +374 +18%
DA
2886
Detalus Advisors
Missouri
$633K -$35.7K -145 -6%
FG
2887
Foster Group
Iowa
$633K – – –
DWA
2888
Dougherty Wealth Advisers
Minnesota
$629K – – –
CWM
2889
Cahaba Wealth Management
Georgia
$627K -$76.7K -311 -11%
EWP
2890
Engrave Wealth Partners
Texas
$625K +$27.6K +112 +5%
BFS
2891
Burr Financial Services
California
$623K +$551K +2,237 New
LPAM
2892
Lodestar Private Asset Management
California
$622K – – –
ACM
2893
Allred Capital Management
Texas
$622K -$1.23K -5 -0.2%
OFW
2894
Omnia Family Wealth
Florida
$621K +$74.9K +304 +15%
CIAS
2895
CFS Investment Advisory Services
New Jersey
$621K +$60.4K +245 +11%
CCIA
2896
Campbell & Co Investment Adviser
Maryland
$621K -$25.1K -102 -4%
UL
2897
Unionview LLC
Washington
$620K +$22.7K +92 +4%
CFS
2898
Commonwealth Financial Services
West Virginia
$620K +$5.92K +24 +1%
PWP
2899
Pursue Wealth Partners
California
$620K +$297K +1,205 +103%
GCA
2900
Gradient Capital Advisors
California
$619K – – –
114 115
116
117 118