Name Holding Trade Value Shares
Change
Change in
Stake
HFP
2501
Holistic Financial Partners
Indiana
$349K +$6.83K +52 +2%
OWM
2502
Orca Wealth Management
Florida
$348K -$1.18K -9 -0.3%
KDA
2503
Kraft Davis & Associates
Missouri
$348K -$1.18K -9 -0.3%
FFA
2504
Florida Financial Advisors
Florida
$348K -$40.3K -307 -11%
OFO
2505
OneAscent Family Office
Alabama
$348K +$11.2K +85 +3%
STFP
2506
Signal Tree Financial Partners
Ohio
$348K – – –
AC
2507
AXQ Capital
New Jersey
$346K +$339K +2,584 New
PFG
2508
PAX Financial Group
Texas
$345K +$10.1K +77 +3%
VIA
2509
Victrix Investment Advisors
Florida
$345K – – –
NCTC
2510
New Covenant Trust Company
Indiana
$344K -$1.71K -13 -0.5%
WSWA
2511
Warren Street Wealth Advisors
California
$344K +$25.5K +194 +8%
AWA
2512
AGH Wealth Advisors
Kansas
$344K +$9.71K +74 +3%
LKBC
2513
L.K. Benson & Company
Maryland
$343K – – –
TWM
2514
Tolleson Wealth Management
Texas
$343K +$53K +404 +19%
TCM
2515
Traynor Capital Management
Pennsylvania
$343K +$31.5K +240 +10%
EMAM
2516
Encompass More Asset Management
California
$343K +$4.33K +33 +1%
NRG
2517
Nemes Rush Group
Michigan
$342K -$4.2K -32 -1%
HCM
2518
Hengehold Capital Management
Ohio
$342K +$7.88K +60 +2%
RWM
2519
Rockline Wealth Management
New York
$341K – – –
WAS
2520
Wealth Advisory Solutions
Indiana
$341K -$17.1K -130 -5%
SI
2521
Saxon Interests
Texas
$341K +$26.9K +205 +9%
BFG
2522
Bouchey Financial Group
New York
$340K -$13K -99 -4%
DLCIG
2523
D.L. Carlson Investment Group
New Hampshire
$340K +$38.7K +295 +13%
CWA
2524
Clearview Wealth Advisors
Oregon
$340K -$9.58K -73 -3%
FCA
2525
Fortis Capital Advisors
Kansas
$339K +$108K +823 +48%