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Name Holding Trade Value Shares
Change 		Change in
Stake
GSC
4101
G&S Capital
Colorado
$261K +$9.31K +29 +4%
SPP
4102
Single Point Partners
Massachusetts
$261K -$3.21K -10 -1%
VR
4103
Valued Retirements
Texas
$260K – – –
BWMG
4104
Barnes Wealth Management Group
California
$259K +$1.28K +4 +0.5%
SAM
4105
Sherman Asset Management
California
$259K -$284K -885 -54%
WIM
4106
Wiregrass Investment Management
Georgia
$259K +$242K +755 New
SIA
4107
Serenity Investment Advisors
Illinois
$258K -$2.57K -8 -1%
DWA
4108
Delap Wealth Advisory
Oregon
$258K +$4.5K +14 +2%
AWP
4109
Astra Wealth Partners
New Jersey
$258K +$241K +752 New
RI
4110
Rinkey Investments
California
$258K -$19.6K -61 -8%
MIC
4111
Meridian Investment Counsel
California
$258K – – –
BO
4112
Bank OZK
Arkansas
$257K – – –
RW
4113
REDW Wealth
New Mexico
$256K +$8.67K +27 +4%
CPW
4114
Cogent Private Wealth
Florida
$256K +$240K +747 New
USB
4115
Union Savings Bank
Connecticut
$256K -$24.4K -76 -9%
IPWA
4116
International Private Wealth Advisors
California
$256K -$28.3K -88 -11%
AWM
4117
Abound Wealth Management
Tennessee
$256K -$59.4K -185 -20%
WIA
4118
Wetzel Investment Advisors
Indiana
$256K -$23.4K -73 -9%
EWM
4119
Edge Wealth Management
New York
$256K – – –
PPA
4120
Pacific Point Advisors
California
$255K +$4.5K +14 +2%
AFWM
4121
Arta Finance Wealth Management
California
$255K +$239K +743 New
PWM
4122
Partners Wealth Management
California
$254K -$18.6K -58 -7%
LFGO
4123
Legacy Financial Group (Oklahoma)
Oklahoma
$254K +$6.74K +21 +3%
OCA
4124
Odyssey Capital Advisors
Pennsylvania
$254K -$8.67K -27 -4%
PFA
4125
Presper Financial Architects
Ohio
$253K -$57.8K -180 -20%
163 164
165
166 167