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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2951
Trilogy Capital
California
$660K +$299K +1,083 +85%
FWM
2952
Finer Wealth Management
Massachusetts
$660K -$273K -990 -30%
RW
2953
Rede Wealth
Virginia
$659K -$1.38K -5 -0.2%
VAF
2954
Values Added Financial
District of Columbia
$656K +$32.9K +119 +5%
WAM
2955
Winslow Asset Management
Ohio
$656K – – –
MAC
2956
Mason & Associates (California)
California
$652K +$41.7K +151 +7%
RWA
2957
Redhawk Wealth Advisors
Minnesota
$651K -$30.4K -110 -5%
CWC
2958
Carolinas Wealth Consulting
North Carolina
$649K +$127K +461 +25%
GCM
2959
Gallacher Capital Management
Colorado
$647K +$640K +2,319 New
SWM
2960
Stockman Wealth Management
Montana
$644K +$12.7K +46 +2%
CIM
2961
Chiron Investment Management
New York
$643K +$53.6K +194 +9%
PWA
2962
Provenance Wealth Advisors
Florida
$643K +$530K +1,920 +500%
BAM
2963
Bellevue Asset Management
Washington
$643K +$276 +1 +0%
JWA
2964
JFS Wealth Advisors
Pennsylvania
$643K +$21K +76 +3%
GA
2965
Goldstein Advisors
Wisconsin
$642K -$21.8K -79 -3%
KL
2966
KilterHowling LLC
Colorado
$640K +$162K +585 +34%
UL
2967
Unionview LLC
Washington
$639K -$26K -94 -4%
GCM
2968
Gator Capital Management
Florida
$638K – – –
PHWM
2969
Pine Harbor Wealth Management
Maryland
$638K -$9.66K -35 -2%
AWAG
2970
ARS Wealth Advisors Group
Florida
$636K -$14.1K -51 -2%
TCM
2971
Tandem Capital Management
New Jersey
$636K -$8.28K -30 -1%
SPWG
2972
Sage Private Wealth Group
Illinois
$636K +$74K +268 +13%
FFG
2973
Frisch Financial Group
New York
$634K -$63.2K -229 -9%
SPC
2974
Stewart & Patten Company
California
$634K – – –
WAM
2975
WFA Asset Management
Wisconsin
$632K +$27.6K +100 +5%
117 118
119
120 121