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Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
5201
Omni 360 Wealth
New Jersey
$302K -$31.2K -144 -8%
CCAL
5202
City Center Advisors LLC
Michigan
$301K +$44.3K +204 +15%
OFP
5203
OFC Financial Planning
New Jersey
$301K – – –
HIC
5204
Harvey Investment Company
Kentucky
$299K – – –
TFP
5205
Triune Financial Partners
Kansas
$298K +$63.1K +291 +23%
CCA
5206
Clarity Capital Advisors
Florida
$298K – – –
SSW
5207
Stone Summit Wealth
Florida
$297K -$4.34K -20 -1%
CM
5208
Capital Management
Virginia
$297K -$13K -60 -4%
FWMP
5209
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$297K +$56.4K +260 +20%
BWA
5210
Boulder Wealth Advisors
Colorado
$297K +$5.64K +26 +2%
NA
5211
Nordwand Advisors
Pennsylvania
$296K – – –
KFSC
5212
Keystone Financial Services (Colorado)
Colorado
$295K -$6.08K -28 -2%
AC
5213
Attessa Capital
Arizona
$293K -$127K -583 -27%
CF
5214
Crosspoint Financial
California
$293K +$334K +1,540 New
CWA
5215
Cornerstone Wealth Advisors
Minnesota
$290K -$21.7K -100 -6%
HWP
5216
Hibernia Wealth Partners
Louisiana
$290K +$101K +465 +44%
CPCP
5217
Cedar Point Capital Partners
Iowa
$290K +$30.6K +141 +10%
HI
5218
HBK Investments
Texas
$289K +$330K +1,519 New
MWPCG
5219
Measured Wealth Private Client Group
New Hampshire
$288K -$21.3K -98 -6%
LEFP
5220
Leading Edge Financial Planning
Tennessee
$287K +$86.8K +400 +36%
OR
5221
Olympiad Research
Connecticut
$287K +$328K +1,511 New
CC
5222
Cypress Capital
Tennessee
$287K -$18.7K -86 -5%
YWM
5223
Yardley Wealth Management
Pennsylvania
$287K -$179K -823 -35%
ICCON
5224
Investment Counsel Company of Nevada
Nevada
$287K +$217K +1,000 +197%
TWG
5225
The Wealth Group
Minnesota
$286K -$15.4K -71 -5%
207 208
209
210 211