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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
5351
Orcam Financial Group
California
$290K +$299K +1,320 New
VH
5352
Visionary Horizons
Tennessee
$289K -$4.53K -20 -1%
BDA
5353
Borer Denton & Associates
Pennsylvania
$289K +$298K +1,318 New
AM
5354
Account Management
Massachusetts
$289K – – –
TBWA
5355
Three Bridge Wealth Advisors
California
$289K -$1.51M -6,686 -84%
FWA
5356
FOCUS Wealth Advisors
Texas
$288K -$81.7K -361 -22%
TC
5357
Tacita Capital
Ontario, Canada
$288K +$11.8K +52 +4%
SWGC
5358
Summit Wealth Group (Colorado)
Colorado
$286K -$4.94M -21,830 -95%
CAAM
5359
Cornerstone Advisors Asset Management
Pennsylvania
$286K +$295K +1,303 New
CF
5360
Crosspoint Financial
California
$286K – – –
PAM
5361
Prodigy Asset Management
Nebraska
$286K – – –
CNFG
5362
Creegan & Nassoura Financial Group
New Hampshire
$285K – – –
BS
5363
Brighton Securities
New York
$285K +$20.8K +92 +8%
NA
5364
Nestegg Advisors
New York
$283K – – –
PWS
5365
Physician Wealth Solutions
Nevada
$282K – – –
BFP
5366
Beacon Financial Planning
Massachusetts
$282K +$12.4K +55 +4%
NOI
5367
Newton One Investments
Delaware
$281K – – –
CPWM
5368
Cypress Point Wealth Management
Texas
$280K -$15.2K -67 -5%
FFM
5369
Flagstone Financial Management
Nebraska
$279K – – –
BWM
5370
BCO Wealth Management
New Mexico
$278K – – –
SFP
5371
Strategic Financial Partners
Oregon
$277K +$2.26K +10 +0.8%
XC
5372
XY Capital
Hong Kong
$276K +$284K +1,255 New
TB
5373
Terril Brothers
Missouri
$274K – – –
SIMC
5374
Squire Investment Management Company
Utah
$274K +$31.5K +139 +13%
OWA
5375
Oak Wealth Advisors
Illinois
$273K – – –
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216 217