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Name Holding Trade Value Shares
Change 		Change in
Stake
BAWC
4401
Boyce & Associates Wealth Consulting
Texas
$2.01M +$17.6K +87 +0.9%
BA
4402
Bellwether Advisors
Nebraska
$2.01M +$102K +506 +5%
MWP
4403
Meredith Wealth Planning
Illinois
$2.01M +$6.26K +31 +0.3%
SOAG
4404
Silver Oak Advisory Group
Oregon
$2.01M +$126K +624 +7%
FA
4405
FC Advisory
Pennsylvania
$2M +$1.21K +6 +0.1%
OPW
4406
Osprey Private Wealth
New York
$2M +$162K +800 +9%
EWA
4407
Elevate Wealth Advisory
Georgia
$2M -$132K -654 -6%
LAS
4408
Lloyd Advisory Services
Georgia
$2M +$667K +3,302 +28%
HP
4409
HT Partners
Connecticut
$1.99M -$40.4K -200 -2%
FNWA
4410
Financial Network Wealth Advisors
Utah
$1.99M -$145K -719 -7%
FH
4411
Financial Harvest
Florida
$1.99M +$1.96M +9,710 New
PAW
4412
Plan A Wealth
Nebraska
$1.99M +$645K +3,193 +49%
PWP
4413
Prasad Wealth Partners
Ohio
$1.99M +$66K +327 +3%
RWM
4414
Rezny Wealth Management
Florida
$1.99M +$71.1K +352 +4%
OFG
4415
Omega Financial Group
California
$1.98M +$390K +1,932 +25%
CWL
4416
Causey Wealth LLC
Colorado
$1.98M -$230K -1,137 -11%
CNBOF
4417
City National Bank of Florida
Florida
$1.97M +$138K +684 +8%
VWM
4418
Vermillion Wealth Management
Minnesota
$1.97M -$148K -732 -7%
CSI
4419
Clark & Stuart Inc
Maine
$1.97M +$173K +859 +10%
PWM
4420
Provident Wealth Management
Tennessee
$1.96M -$12.3K -61 -0.6%
OCM
4421
Objective Capital Management
Ohio
$1.96M -$278K -1,376 -13%
RFA
4422
RTD Financial Advisors
Pennsylvania
$1.96M -$10.7K -53 -0.6%
SO
4423
Sierra Ocean
California
$1.96M -$19.2K -95 -1%
Q
4424
QVR
California
$1.95M +$1.92M +9,525 New
SAM
4425
Smith Asset Management
Florida
$1.95M +$459K +2,272 +31%
175 176
177
178 179