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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2151
Elevation Wealth Management
Minnesota
$254K +$29.6K +143 +12%
IWAO
2152
Independence Wealth Advisors (Ohio)
Ohio
$253K -$12.6K -61 -4%
LEA
2153
Legacy Edge Advisors
New York
$253K -$59K -285 -17%
WPA
2154
Wealth Preservation Advisors
Tennessee
$253K +$48.1K +232 +21%
RL
2155
Rogco LP
Oklahoma
$252K +$16.2K +78 +6%
DJYG
2156
David J. Yvars Group
Florida
$252K -$69.4K -335 -20%
SMA
2157
Seven Mile Advisory
New Jersey
$252K -$125K -605 -31%
UWP
2158
Uniting Wealth Partners
Kansas
$252K -$245K -1,183 -47%
OFO
2159
OneAscent Family Office
Alabama
$251K +$10.8K +52 +4%
KPWG
2160
KFA Private Wealth Group
Virginia
$251K -$1.24K -6 -0.4%
LW
2161
Livet Wealth
Utah
$251K +$40K +193 +17%
DW30
2162
Drucker Wealth 3.0
New Jersey
$251K +$26.1K +126 +10%
CCT
2163
Chemung Canal Trust
New York
$251K -$1.66M -7,989 -86%
TAP
2164
TSG Advice Partners
Ohio
$250K +$41.2K +199 +17%
SW
2165
SlateStone Wealth
Florida
$250K – – –
GEM
2166
Global Endowment Management
North Carolina
$250K +$91.2K +440 +49%
BFG
2167
Birch Financial Group
New Hampshire
$250K +$277K +1,339 New
IF
2168
Intrua Financial
Texas
$249K +$13.7K +66 +5%
AWM
2169
Atticus Wealth Management
Florida
$249K -$11.2K -54 -4%
GRR
2170
Golden Reserve Retirement
Ohio
$248K +$112K +539 +68%
DWS
2171
Dynamic Wealth Strategies
California
$248K -$82.7K -399 -23%
GWMIA
2172
Global Wealth Management Investment Advisory
Florida
$248K -$18K -87 -6%
OPWM
2173
Oregon Pacific Wealth Management
Oregon
$248K -$44.8K -216 -14%
WBCM
2174
Wilson & Boucher Capital Management
California
$247K – – –
RA
2175
Riversedge Advisors
Delaware
$247K +$275K +1,325 New
85 86
87
88 89