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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1876
Seven Mile Advisory
New Jersey
$227K +$45.6K +410 +23%
QFA
1877
Quantum Financial Advisors
California
$227K -$667 -6 -0.3%
PPA
1878
Pilgrim Partners Asia
Singapore
$227K +$107K +960 +77%
SRC
1879
Sage Rhino Capital
California
$227K +$334 +3 +0.1%
CSWG
1880
Cardinal Strategic Wealth Guidance
Kentucky
$226K – – –
VCM
1881
Vision Capital Management
Oregon
$226K -$11.1K -100 -4%
DFA
1882
Delta Financial Advisors
Louisiana
$226K +$8.56K +77 +4%
SWP
1883
Semus Wealth Partners
Florida
$226K +$244K +2,195 New
WA
1884
Whipplewood Advisors
Colorado
$225K -$32.7K -294 -13%
MME
1885
Meag Munich Ergo
Germany
$225K – – –
SL
1886
Sentry LLC
Tennessee
$224K +$243K +2,182 New
FI
1887
Financial Insights
Washington
$224K +$52.8K +475 +28%
OBWG
1888
Onyx Bridge Wealth Group
New York
$223K -$9.79K -88 -4%
APWA
1889
Atlas Private Wealth Advisors
New Jersey
$223K +$32.6K +293 +16%
RFA
1890
Rollins Financial Advisors
New York
$223K +$241K +2,167 New
WMA
1891
West Michigan Advisors
Michigan
$223K -$36.5K -328 -13%
PW
1892
PUREfi Wealth
Massachusetts
$222K +$240K +2,159 New
OWMIAS
1893
One Wealth Management Investment & Advisory Services
Florida
$221K -$622K -5,597 -72%
FA
1894
Fortis Advisors
Pennsylvania
$221K +$44.5K +400 +23%
SWP
1895
Significant Wealth Partners
Illinois
$221K -$2.33K -21 -1%
LWL
1896
Leo Wealth LLC
Texas
$221K -$219K -1,972 -48%
HWA
1897
Heritage Wealth Advisors
Virginia
$220K – – –
KWM
1898
Keebeck Wealth Management
Illinois
$220K -$2.22K -20 -0.9%
SWM
1899
Segment Wealth Management
Texas
$220K -$1.55M -13,899 -87%
OFG
1900
Oxford Financial Group
Indiana
$219K +$222 +2 +0.1%
74 75
76
77 78