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Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2501
Legacy Edge Advisors
New York
$476K +$11.6K +189 +3%
RWM
2502
RKL Wealth Management
Pennsylvania
$472K +$1.66K +27 +0.4%
NEPPG
2503
New England Professional Planning Group
Rhode Island
$472K – – –
CW
2504
Curio Wealth
Maryland
$471K +$417K +6,787 +113,117%
TDC
2505
Thompson Davis & Co
Virginia
$471K +$144K +2,350 +53%
TPW
2506
Transatlantique Private Wealth
New York
$470K – – –
OWM
2507
Opes Wealth Management
California
$469K -$6.76K -110 -2%
VAF
2508
Values Added Financial
District of Columbia
$469K +$77K +1,253 +23%
MTC
2509
Matrix Trust Company
Colorado
$469K +$32.1K +522 +8%
TCM
2510
Towercrest Capital Management
Pennsylvania
$469K – – –
CAL
2511
Capital Advisors Ltd
Ohio
$468K +$18.1K +294 +5%
BI
2512
Bolthouse Investments
California
$468K – – –
JC
2513
JB Capital
Connecticut
$467K +$5.96K +97 +1%
EC
2514
EdgeRock Capital
Colorado
$466K +$91.6K +1,490 +28%
MCCP
2515
Mission Creek Capital Partners
California
$466K – – –
RF
2516
Rossby Financial
Florida
$465K +$45.1K +734 +12%
RI
2517
Ridgewood Investments
New Jersey
$464K -$760K -12,361 -65%
VAS
2518
Valicenti Advisory Services
New York
$463K -$9.71K -158 -2%
TWM
2519
TriaGen Wealth Management
California
$463K +$26K +423 +7%
AAA
2520
American Alpha Advisors
New York
$462K -$2.27K -37 -0.6%
GS
2521
GTS Securities
Florida
$462K -$2.28M -37,159 -85%
SA
2522
Strategic Advisors
New York
$462K -$1.24M -20,195 -75%
TWM
2523
Topsail Wealth Management
North Carolina
$461K +$307 +5 +0.1%
WLIM
2524
White Lighthouse Investment Management
Massachusetts
$461K +$12.9K +210 +3%
AFA
2525
American Financial Advisors
Georgia
$460K +$1.78K +29 +0.4%
99 100
101
102 103