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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
3751
Lionsbridge Wealth Management
Florida
$2.98M +$170K +918 +6%
CFO
3752
Collective Family Office
Pennsylvania
$2.97M -$121K -655 -4%
SCP
3753
Stamos Capital Partners
California
$2.96M -$1.96M -10,630 -41%
O3W
3754
Omni 360 Wealth
New Jersey
$2.96M +$2.84M +15,382 New
HFM
3755
Hartford Funds Management
Pennsylvania
$2.96M +$491K +2,660 +21%
SWM
3756
SFG Wealth Management
Maryland
$2.95M +$9.05K +49 +0.3%
2L
3757
25 LLC
Missouri
$2.95M +$383K +2,075 +16%
EP
3758
EPIQ Partners
Minnesota
$2.95M -$208K -1,128 -7%
CFS
3759
Commonwealth Financial Services
West Virginia
$2.95M -$44.3K -240 -2%
AWMT
3760
AAFMAA Wealth Management & Trust
North Carolina
$2.94M +$208K +1,127 +8%
GSAM
3761
Grant Street Asset Management
Pennsylvania
$2.94M -$17.7K -96 -0.6%
SWRP
3762
Summit Wealth & Retirement Planning
California
$2.93M -$3.88K -21 -0.1%
VBWMG
3763
Von Berge Wealth Management Group
California
$2.93M -$134K -725 -4%
AL
3764
ADE LLC
Maryland
$2.93M +$185 +1 +0%
PIM
3765
Parker Investment Management
California
$2.9M – – –
SFPG
3766
Stonebridge Financial Planning Group
Florida
$2.9M +$135K +733 +5%
HSG
3767
Helen Stephens Group
Texas
$2.9M +$15.3K +83 +0.6%
VFG
3768
V2 Financial group
Illinois
$2.89M +$27.7K +150 +1%
GCM
3769
Gallacher Capital Management
Colorado
$2.89M -$6.65K -36 -0.2%
EP
3770
Elkhorn Partners
Nebraska
$2.89M -$18.5K -100 -0.7%
CFGA
3771
Cambridge Financial Group (Arizona)
Arizona
$2.89M +$2.77M +14,996 New
M
3772
MYeCFO
California
$2.88M -$171K -928 -6%
CS
3773
Capital Square
Tennessee
$2.88M +$22.5K +122 +0.8%
CTWM
3774
Cherry Tree Wealth Management
Minnesota
$2.88M -$13.7K -74 -0.5%
FCM
3775
Firestone Capital Management
Florida
$2.88M -$26.4K -143 -0.9%
149 150
151
152 153