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Name Holding Trade Value Shares
Change 		Change in
Stake
GP
3301
Guardian Partners
Canada
$629K +$12.2K +35 +2%
BAM
3302
Bellevue Asset Management
Washington
$627K – – –
PCA
3303
Providence Capital Advisors
North Carolina
$626K +$389K +1,116 +173%
WFMPM
3304
Woodley Farra Manion Portfolio Management
Indiana
$625K +$35.9K +103 +6%
HIW
3305
Holos Integrated Wealth
Pennsylvania
$624K – – –
AWA
3306
Aletheian Wealth Advisors
Washington
$624K -$27.2K -78 -4%
DDPIC
3307
Deroy & Devereaux Private Investment Counsel
Michigan
$622K -$56.8K -163 -9%
HFP
3308
Holistic Financial Partners
Indiana
$620K -$22.7K -65 -4%
OPPS
3309
Obsidian Personal Planning Solutions
Maryland
$620K +$1.74K +5 +0.3%
PWM
3310
Power Wealth Management
Georgia
$620K +$294K +843 +93%
MAC
3311
Mason & Associates (California)
California
$618K -$76.7K -220 -11%
AW
3312
Avion Wealth
Texas
$617K +$440K +1,261 +264%
SWGC
3313
Summit Wealth Group (Colorado)
Colorado
$616K +$605K +1,735 New
VDI
3314
Vaughan David Investments
Illinois
$615K +$59.6K +171 +11%
EBA
3315
Eagle Bay Advisors
New York
$615K +$697 +2 +0.1%
RA
3316
Riversedge Advisors
Delaware
$615K +$1.05K +3 +0.2%
DPI
3317
Diversified Portfolios Inc
Michigan
$614K +$12.5K +36 +2%
ICCON
3318
Investment Counsel Company of Nevada
Nevada
$612K – – –
CPA
3319
Clear Point Advisors
New York
$608K +$697 +2 +0.1%
PA
3320
Persium Advisors
Georgia
$607K +$21.3K +61 +4%
SCM
3321
Sunbeam Capital Management
Georgia
$607K +$54.7K +157 +10%
MFG
3322
Midwest Financial Group
Kansas
$607K -$12.9K -37 -2%
NFP
3323
Narus Financial Partners
Utah
$607K -$27.5K -79 -4%
DLHL
3324
Donald L. Hagan LLC
Florida
$606K +$9.06K +26 +2%
CA
3325
Clune & Associates
Illinois
$603K +$33.1K +95 +6%
131 132
133
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