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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
3101
1858 Wealth Management
Ohio
$8.04M -$241K -1,023 -3%
PA
3102
Prossimo Advisors
California
$8.03M +$57.7K +245 +0.8%
MS
3103
Madden Securities
Texas
$8.02M -$4.48K -19 -0.1%
SM
3104
Sensible Money
Arizona
$8.01M -$50K -212 -0.7%
EWM
3105
Echo Wealth Management
Minnesota
$8M -$47.4K -201 -0.6%
BAM
3106
Byrne Asset Management
New Jersey
$7.99M -$57.7K -245 -0.8%
NLP
3107
Next Level Private
New York
$7.99M +$7.78K +33 +0.1%
BCM
3108
Boltwood Capital Management
California
$7.98M -$1.22M -5,169 -14%
OCM
3109
Objective Capital Management
Ohio
$7.98M -$2.18M -9,256 -23%
WIA
3110
Wealthedge Investment Advisors
New York
$7.98M +$7.51M +31,853 New
WR
3111
WD Rutherford
Oregon
$7.97M -$193K -817 -3%
EFM
3112
Eley Financial Management
Vermont
$7.97M +$207K +879 +3%
AWMG
3113
Alliance Wealth Management Group
New Jersey
$7.97M +$785K +3,331 +12%
SW
3114
StrongBox Wealth
Missouri
$7.93M -$719K -3,049 -9%
HC
3115
Hamilton Capital
Ohio
$7.92M +$167K +709 +2%
AWG
3116
Altus Wealth Group
Colorado
$7.92M +$21K +89 +0.3%
NFG
3117
Norris Financial Group
South Carolina
$7.92M -$389K -1,651 -5%
CST
3118
Charles Schwab Trust
Nevada
$7.92M +$774K +3,283 +12%
GL
3119
Gerber LLC
Ohio
$7.91M +$7.07K +30 +0.1%
CL
3120
CVFG LLC
Indiana
$7.91M +$7.45M +31,603 New
GCA
3121
Gallagher Capital Advisors
Texas
$7.91M +$7.45M +31,595 New
ODFS
3122
O'Donnell Financial Services
California
$7.91M – – –
WC
3123
Wynn Capital
Georgia
$7.9M +$46.9K +199 +0.6%
S
3124
Sachetta
Massachusetts
$7.9M -$401K -1,703 -5%
KSB
3125
Kennebec Savings Bank
Maine
$7.9M -$175K -744 -2%
123 124
125
126 127