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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2976
Clarus Wealth Advisors
Arizona
$380K +$3.2K +14 +0.9%
EWA
2977
Evolution Wealth Advisors
Florida
$380K -$42.8K -187 -10%
EW
2978
Element Wealth
Mississippi
$380K +$11.7K +51 +3%
SSW
2979
Smith Shellnut Wilson
Mississippi
$380K – – –
BCM
2980
BTC Capital Management
Iowa
$380K – – –
W
2981
Wealthquest
Ohio
$380K – – –
SPWG
2982
Sage Private Wealth Group
Illinois
$379K -$12.4K -54 -3%
GHA
2983
Granite Harbor Advisors
Texas
$379K +$22.9K +100 +7%
TWA
2984
Talisman Wealth Advisors
New Jersey
$379K +$229 +1 +0.1%
RIS
2985
Retirement Income Solutions
Michigan
$378K +$141K +618 +63%
WF
2986
Wayfinding Financial
Washington
$376K -$6.87K -30 -2%
FIBT
2987
First International Bank & Trust
North Dakota
$375K – – –
CWA
2988
Canvas Wealth Advisors
Kansas
$374K -$124K -542 -26%
TFA
2989
Tobias Financial Advisors
Florida
$374K – – –
SCA
2990
Sippican Capital Advisors
Massachusetts
$374K – – –
SWM
2991
Shelton Wealth Management
Texas
$374K -$9.61K -42 -3%
PWM
2992
PRW Wealth Management
Massachusetts
$374K +$63.2K +276 +22%
LFG
2993
Lockerman Financial Group
California
$373K +$60.4K +264 +20%
CFG
2994
Carr Financial Group
Massachusetts
$371K – – –
WA
2995
WESPAC Advisors
California
$371K +$116K +507 +48%
FCG
2996
Financial Connections Group
California
$370K +$206K +898 +136%
SICM
2997
Sustainable Insight Capital Management
New York
$370K -$421K -1,839 -54%
MPW
2998
MGO Private Wealth
California
$369K – – –
SCA
2999
St. Clair Advisors
Ohio
$368K +$139K +608 +64%
MG
3000
Marex Group
$368K -$275K -1,203 -44%
118 119
120
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