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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1576
ORG Wealth Partners
Texas
$200K +$103K +1,311 +108%
GM
1577
GeoWealth Management
Illinois
$197K +$45.1K +575 +30%
MUMSS
1578
Mitsubishi UFJ Morgan Stanley Securities
Japan
$191K +$190K +2,422 New
ETS
1579
ESL Trust Services
New York
$190K -$627 -8 -0.3%
OL
1580
OneFund LLC
Florida
$186K +$10.3K +131 +6%
OP
1581
ORG Partners
Indiana
$186K +$17.5K +223 +10%
SWM
1582
SHP Wealth Management
Massachusetts
$182K +$181K +2,306 New
BOJHT
1583
Bank of Jackson Hole Trust
Wyoming
$182K +$24.7K +315 +16%
NWM
1584
Navigoe Wealth Management
California
$173K – – –
EWP
1585
Elevation Wealth Partners
California
$170K +$17.6K +225 +12%
BC
1586
Barrett & Company
Rhode Island
$170K – – –
FFC
1587
First Financial Corp
Indiana
$165K – – –
CIAM
1588
Caitong International Asset Management
Hong Kong
$164K +$52.8K +674 +48%
MCM
1589
Manchester Capital Management
Vermont
$160K -$19.3K -246 -11%
APW
1590
Acima Private Wealth
Virginia
$158K – – –
MFC
1591
Mechanics Financial Corp
Ohio
$158K – – –
SIM
1592
Sentry Investment Management
Wisconsin
$157K – – –
FPF
1593
First Pacific Financial
Washington
$151K +$1.02K +13 +0.7%
SC
1594
Steph & Co
Wisconsin
$145K – – –
HIA
1595
Harbor Investment Advisory
Maryland
$143K -$27.4K -350 -16%
DCM
1596
Dorato Capital Management
Colorado
$143K +$133K +1,692 New
SA
1597
Strategic Advocates
Utah
$143K +$27.2K +347 +24%
PWM
1598
Peck Wealth Management
New York
$143K – – –
MEG
1599
Millstone Evans Group
Colorado
$142K – – –
MIA
1600
MeadowBrook Investment Advisors
Michigan
$142K – – –
62 63
64
65 66