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Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
2276
Pacific Wealth Strategies Group
California
$908K +$51.3K +239 +6%
CWM
2277
Cedar Wealth Management
California
$907K +$204K +951 +29%
CST
2278
Charles Schwab Trust
Nevada
$906K +$373K +1,736 +71%
BIA
2279
Bigelow Investment Advisors
Maine
$905K -$12.5K -58 -1%
MCWS
2280
McKinley Carter Wealth Services
West Virginia
$904K -$12K -56 -1%
RWA
2281
Rainsberger Wealth Advisors
Colorado
$898K +$890K +4,146 New
SWRP
2282
Summit Wealth & Retirement Planning
California
$897K -$63.1K -294 -7%
UC
2283
Unio Capital
New Jersey
$896K +$817K +3,808 +8%
PSC
2284
Prentiss Smith & Co
Vermont
$896K -$6.66K -31 -0.7%
KFS
2285
Kaizen Financial Strategies
California
$896K +$21.9K +102 +3%
PIM
2286
Perpetual Investment Management
Australia
$896K +$112K +523 +14%
CC
2287
Commons Capital
Massachusetts
$896K +$887K +4,133 New
MA
2288
MJP Associates
Connecticut
$892K +$87.2K +406 +11%
VC
2289
Vicus Capital
Pennsylvania
$892K +$754K +3,511 New
WIC
2290
Woodmont Investment Counsel
Tennessee
$891K -$1.93K -9 -0.2%
AIS
2291
AM Investment Strategies
Tennessee
$891K – – –
KA
2292
Kercheville Advisors
Texas
$889K +$85.9K +400 +11%
FMWA
2293
Forvis Mazars Wealth Advisors
Missouri
$888K -$17.8K -83 -2%
EA
2294
Echo45 Advisors
California
$888K +$880K +4,098 New
DAM
2295
Delta Asset Management
Tennessee
$887K -$8.59K -40 -1%
ATC
2296
Adirondack Trust Company
New York
$887K +$10.3K +48 +1%
BWA
2297
Blodgett Wealth Advisors
California
$887K +$879K +4,095 New
CFO
2298
Collective Family Office
Pennsylvania
$885K -$29.2K -136 -3%
AA
2299
Aire Advisors
California
$884K +$876K +4,081 New
PWAG
2300
Polaris Wealth Advisory Group
California
$883K -$147K -687 -14%
90 91
92
93 94