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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2251
Buckley Wealth Management
Nevada
$427K +$64.1K +300 +17%
MW
2252
Marble Wealth
Alabama
$426K -$529K -2,479 -54%
WP
2253
WealthPLAN Partners
Nebraska
$425K -$1.12M -5,260 -72%
CPWM
2254
Cypress Point Wealth Management
Texas
$425K +$446K +2,089 New
ISWM
2255
Independent Solutions Wealth Management
New York
$424K +$79K +370 +22%
MCA
2256
Martin Capital Advisors
Texas
$423K +$23.7K +111 +6%
4A
2257
4Wealth Advisors
Illinois
$423K -$282K -1,320 -38%
V
2258
ViaWealth
Kansas
$422K +$26.7K +125 +6%
BCP
2259
Berkeley Capital Partners
Georgia
$421K +$5.76K +27 +1%
MSFS
2260
Main Street Financial Solutions
Pennsylvania
$421K +$100K +469 +29%
SRC
2261
Sage Rhino Capital
California
$420K -$16.4K -77 -4%
DI
2262
Disciplined Investments
Oklahoma
$420K -$1.5K -7 -0.3%
LWANC
2263
Laurel Wealth Advisors (North Carolina)
North Carolina
$419K -$39.1K -183 -17%
BW
2264
BostonPremier Wealth
Massachusetts
$419K – – –
CF
2265
Convergence Financial
Missouri
$418K +$239K +1,117 +119%
MHIP
2266
Mountain Hill Investment Partners
New Jersey
$418K +$53.4K +250 +14%
AFA
2267
Allium Financial Advisors
Oregon
$418K – – –
SPWG
2268
Sage Private Wealth Group
Illinois
$418K +$92.9K +435 +27%
RIP
2269
RAM Investment Partners
Washington
$417K +$302K +1,414 +222%
BHC
2270
Bull Harbor Capital
Maryland
$417K +$438K +2,050 New
FA
2271
Fermata Advisors
California
$417K +$85.4K +400 +24%
AFO
2272
Arrowroot Family Office
California
$416K -$35K -164 -7%
ELM
2273
Elite Life Management
Florida
$416K +$195K +914 New
OFG
2274
Oxford Financial Group
Indiana
$415K -$100K -470 -19%
PPA
2275
Pacific Point Advisors
California
$414K -$847K -3,967 -66%
89 90
91
92 93