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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3101
Prelude Capital Management
New York
$921K +$695K +2,039 +348%
HNWAG
3102
High Net Worth Advisory Group
Florida
$920K +$422K +1,240 +90%
SPWM
3103
Spartan Planning & Wealth Management
North Carolina
$919K +$294K +863 +49%
GWM
3104
GK Wealth Management
Nevada
$918K -$30.3K -89 -3%
FB
3105
Finward Bancorp
Indiana
$917K – – –
GS
3106
GWN Securities
Florida
$916K +$65.1K +191 +8%
SPW
3107
Sonoma Private Wealth
California
$914K +$32.7K +96 +4%
AF
3108
Atala Financial
California
$913K -$102K -300 -10%
CWA
3109
Consilium Wealth Advisory
Texas
$913K +$33K +97 +4%
AWM
3110
Allen Wealth Management
North Carolina
$909K -$59.6K -175 -6%
IAS
3111
Investment Advisory Services
Texas
$908K -$6.81K -20 -0.8%
MFG
3112
Midwest Financial Group
Kansas
$907K +$335K +984 +61%
SCA
3113
St. Clair Advisors
Ohio
$906K – – –
MSWM
3114
Mowery & Schoenfeld Wealth Management
Illinois
$905K -$252K -741 -22%
GWM
3115
Goldenstone Wealth Management
California
$905K +$879K +2,579 New
PWA
3116
Primoris Wealth Advisors
Florida
$904K – – –
PFM
3117
Phillips Financial Management
Indiana
$904K -$25.9K -76 -3%
YWS
3118
Yarger Wealth Strategies
Ohio
$904K +$21.1K +62 +2%
USWIA
3119
UP Strategic Wealth Investment Advisors
Pennsylvania
$904K +$25.6K +75 +3%
AA
3120
Addison Advisors
Vermont
$900K -$5.45K -16 -0.6%
SCM
3121
SOL Capital Management
Maryland
$899K – – –
MTIC
3122
Missouri Trust & Investment Company
Missouri
$897K -$41.6K -122 -5%
TW
3123
Traveka Wealth
California
$893K -$43.3K -127 -5%
SGCA
3124
Steel Grove Capital Advisors
Tennessee
$892K +$115K +337 +15%
RAM
3125
Robinhood Asset Management
California
$891K +$865K +2,539 New
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