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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
2501
Orca Wealth Management
Florida
$355K -$7.12K -54 -2%
AC
2502
Attessa Capital
Arizona
$355K – – –
CWA
2503
Clearview Wealth Advisors
Oregon
$355K -$2.24K -17 -0.6%
SIA
2504
SGL Investment Advisors
Montana
$355K +$20.4K +155 +6%
LWM
2505
Lakeridge Wealth Management
Ohio
$355K -$527 -4 -0.2%
CM
2506
Cercano Management
Washington
$355K – – –
STFP
2507
Signal Tree Financial Partners
Ohio
$354K – – –
PFM
2508
Phillips Financial Management
Indiana
$353K -$5.67K -43 -2%
SLC
2509
Second Line Capital
Louisiana
$352K +$132 +1 +0%
NRG
2510
Nemes Rush Group
Michigan
$352K -$57.1K -433 -14%
KCP
2511
Kera Capital Partners
California
$351K +$34.5K +262 +11%
HWM
2512
Hemington Wealth Management
Virginia
$351K +$32.6K +247 +11%
VIA
2513
Victrix Investment Advisors
Florida
$350K +$132 +1 +0%
LI
2514
Lafayette Investments
Maryland
$350K – – –
USWIA
2515
UP Strategic Wealth Investment Advisors
Pennsylvania
$349K +$10.5K +80 +3%
ISWM
2516
Independent Solutions Wealth Management
New York
$349K +$45.8K +347 +16%
AWM
2517
Accel Wealth Management
Iowa
$349K +$2.5K +19 +0.7%
AG
2518
AmeriFlex Group
Nevada
$349K -$275K -2,089 -44%
LKBC
2519
L.K. Benson & Company
Maryland
$349K -$42.3K -321 -11%
HFP
2520
Holistic Financial Partners
Indiana
$348K -$58.3K -442 -15%
NCTC
2521
New Covenant Trust Company
Indiana
$347K -$4.22K -32 -1%
BFA
2522
Beacon Financial Advisory
Ohio
$347K +$91.9K +697 +38%
RWM
2523
Rockline Wealth Management
New York
$346K – – –
LCM
2524
Laurion Capital Management
New York
$346K +$336K +2,545 New
EFA
2525
Edge Financial Advisors
Illinois
$345K +$1.05K +8 +0.3%