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Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1751
New Republic Capital
North Carolina
$325K +$82K +692 +28%
CPA
1752
Cardiff Park Advisors
California
$324K +$370K +3,118 New
MSFS
1753
Main Street Financial Solutions
Pennsylvania
$324K -$7.7K -65 -2%
LSL
1754
Legacy Solutions LLC
Pennsylvania
$324K -$1.78K -15 -0.5%
FPL
1755
Fortress Private Ledger
North Carolina
$323K -$22.8K -192 -6%
ST
1756
Sageworth Trust
Pennsylvania
$323K -$224K -1,894 -38%
CFM
1757
Compass Financial Management
Florida
$323K +$357K +3,008 New
CWM
1758
Cabot Wealth Management
Massachusetts
$323K – – –
PCMNC
1759
Piedmont Capital Management (North Carolina)
North Carolina
$322K -$8.06K -68 -2%
KIA
1760
Knollwood Investment Advisory
Maryland
$322K – – –
CA
1761
Cornerstone Advisory
Maryland
$322K -$20.4K -172 -5%
PHWA
1762
Petersen Hastings Wealth Advisors
Washington
$321K +$948 +8 +0.3%
HAS
1763
HBW Advisory Services
California
$319K +$16.1K +136 +5%
FA
1764
Faithward Advisors
Pennsylvania
$318K +$363K +3,060 New
VW
1765
Vance Wealth
California
$317K +$16.1K +136 +5%
BWM
1766
Bullock Wealth Management
Indiana
$317K +$364K +3,073 New
IWP
1767
Insight Wealth Partners
Texas
$317K +$3.56K +30 +1%
TWP
1768
Tempus Wealth Planning
California
$317K +$1.19K +10 +0.3%
V
1769
VeraBank
Texas
$316K -$49.9K -421 -12%
I
1770
InvesTrust
Oklahoma
$315K – – –
BC
1771
Bridgefront Capital
Texas
$315K -$116K -979 -24%
SCA
1772
Strathmore Capital Advisors
North Carolina
$314K -$10.5K -89 -3%
PBK
1773
Peoples Bank (Kansas)
Kansas
$313K -$10.7K -90 -3%
SWM
1774
Sterling Wealth Management
Illinois
$313K – – –
SFWA
1775
Summit Financial Wealth Advisors
Louisiana
$313K -$148K -1,247 -29%
69 70
71
72 73