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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
3301
Core Wealth Advisors (Florida)
Florida
$590K +$133K +385 +29%
LWM
3302
LeConte Wealth Management
Tennessee
$589K +$47.4K +137 +9%
BL
3303
Balentine LLC
Georgia
$588K -$56.8K -164 -9%
DWM
3304
Defined Wealth Management
Oregon
$587K +$58.1K +168 +11%
VIPI
3305
Vista Investment Partners II
Indiana
$587K -$19K -55 -3%
WAOTB
3306
Wealth Advisors of Tampa Bay
Florida
$586K +$50.2K +145 +9%
JWM
3307
JPL Wealth Management
Colorado
$584K +$118K +341 +25%
SCM
3308
Sunbeam Capital Management
Georgia
$584K – – –
WF
3309
Wayfinding Financial
Washington
$584K -$8.31K -24 -1%
BAM
3310
Bosun Asset Management
Illinois
$584K -$82.4K -238 -12%
RFN
3311
Redwood Financial Network
Ohio
$584K -$23.2K -67 -4%
CFO
3312
Collective Family Office
Pennsylvania
$582K -$27K -78 -4%
FSA
3313
Financial Security Advisor
Virginia
$580K +$18.7K +54 +3%
EWS
3314
Eagle Wealth Strategies
New Jersey
$580K +$50.2K +145 +9%
JEST
3315
JTC Employer Solutions Trustee
Jersey
$580K – – –
SRC
3316
Shufro Rose & Co
New York
$580K – – –
EW
3317
Element Wealth
Mississippi
$579K +$2.08K +6 +0.4%
FWM
3318
Focused Wealth Management
New York
$578K +$191K +552 +48%
NRW
3319
Nova R Wealth
Kansas
$577K +$15.9K +46 +3%
WAM
3320
WFA Asset Management
Wisconsin
$577K +$1.38K +4 +0.2%
LRWA
3321
Long Run Wealth Advisors
New York
$577K -$2.42K -7 -0.4%
FPCP
3322
Fort Point Capital Partners
California
$575K -$2.43M -7,010 -81%
MW
3323
Members Wealth
Pennsylvania
$573K +$570K +1,647 New
CWM
3324
Chemistry Wealth Management
New York
$570K +$44K +127 +8%
VBA
3325
von Borstel & Associates
Oregon
$570K +$589K +1,702 New
131 132
133
134 135