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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1676
Secure Asset Management
Michigan
$436K -$8.13K -38 -2%
CA
1677
Claro Advisors
Massachusetts
$435K +$82.3K +385 +30%
WW
1678
Waterfront Wealth
Kansas
$434K – – –
AC
1679
Allstate Corporation
Illinois
$434K -$41.7K -195 -10%
BWM
1680
Benchmark Wealth Management
Connecticut
$434K – – –
PWH
1681
Priebe Wealth Holdings
Minnesota
$432K +$355K +1,659 New
CW
1682
CIC Wealth
Maryland
$432K +$354K +1,657 New
CA
1683
Clearstead Advisors
Ohio
$431K +$52.2K +244 +17%
TA
1684
TrueWealth Advisors
Alabama
$430K – – –
MHR
1685
Matthew Hamilton Rosenberg
$428K +$12.4K +58 +4%
PFM
1686
Peak Financial Management
Massachusetts
$427K +$118K +550 +50%
RFA
1687
Register Financial Advisors
Georgia
$427K – – –
SCA
1688
Scott Capital Advisors
Oregon
$427K – – –
FTWA
1689
Fifth Third Wealth Advisors
Ohio
$426K -$124K -578 -26%
PCG
1690
PFC Capital Group
California
$426K +$350K +1,635 New
BWA
1691
BlueChip Wealth Advisors
Georgia
$425K +$349K +1,632 New
FFO
1692
Fortitude Family Office
Arizona
$425K +$349K +1,630 New
LCM
1693
LCM Capital Management
Illinois
$425K – – –
IWN
1694
Independent Wealth Network
Iowa
$424K +$68.9K +322 +25%
P
1695
&Partners
Tennessee
$423K +$364K +1,703 New
WOC
1696
West Oak Capital
California
$423K +$42.8K +200 +11%
W
1697
WealthCollab
Washington
$423K +$347K +1,623 New
MWM
1698
Modern Wealth Management
Kansas
$423K +$347K +1,622 New
LWL
1699
Leo Wealth LLC
Texas
$423K +$434K +2,030 New
KWS
1700
Keystone Wealth Services
California
$423K -$94.1K -440 -21%
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