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Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
2301
Highland Capital Management (Tennessee)
Tennessee
$421K -$90.9K -1,961 -19%
MAWCM
2302
Mine & Arao Wealth Creation & Management
California
$420K +$2.92K +63 +0.8%
CPSC
2303
Carl P. Sherr & Co
Massachusetts
$420K – – –
TAP
2304
TSG Advice Partners
Ohio
$420K +$96.5K +2,082 +33%
CFA
2305
Capstone Financial Advisors
Illinois
$419K -$2.5K -54 -0.6%
SWA
2306
SOA Wealth Advisors
New York
$419K +$96.3K +2,078 +12%
MAMG
2307
Milestone Asset Management Group
Connecticut
$419K -$7.51K -162 -2%
MWM
2308
MBE Wealth Management
Wisconsin
$418K +$28.8K +622 +8%
CP
2309
Castleview Partners
Texas
$418K -$37.5K -809 -9%
JAG
2310
Journey Advisory Group
Kentucky
$418K -$59.1K -1,275 -13%
WW
2311
Waterfront Wealth
Kansas
$418K -$10.7K -230 -3%
GHA
2312
Granite Harbor Advisors
Texas
$416K +$27K +582 +8%
PF
2313
PlanVest Financial
Maryland
$415K +$383K +8,266 New
CAWM
2314
Capital Advisors Wealth Management
Washington
$415K -$24.5K -528 -6%
ACM
2315
Alessandra Capital Management
California
$413K -$69.2K -1,494 -15%
OWA
2316
One Wealth Advisors
California
$413K +$36.3K +783 +11%
ESC
2317
Eurizon SLJ Capital
$412K -$231K -4,991 -38%
LFA
2318
Laraway Financial Advisors
Minnesota
$411K -$45.8K -989 -11%
SPA
2319
Shore Point Advisors
New Jersey
$410K +$3.01K +65 +0.8%
KFS
2320
Kelly Financial Services
Massachusetts
$410K +$35.4K +764 +10%
SL
2321
Sentry LLC
Tennessee
$409K – – –
CPA
2322
Clear Point Advisors
New York
$409K +$37.8K +815 +11%
PA
2323
Promethium Advisors
Maryland
$409K -$13.9K -300 -4%
AG
2324
ASO Group
$409K – – –
DCA
2325
DB&C Advisors
Michigan
$409K +$2.41K +52 +0.6%
91 92
93
94 95