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Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2551
Legacy Edge Advisors
New York
$335K +$1.95K +39 +0.6%
MCM
2552
MV Capital Management
Maryland
$335K -$399 -8 -0.1%
AA
2553
Altman Advisors
Illinois
$334K – – –
AGC
2554
Aspen Grove Capital
Colorado
$334K – – –
VAS
2555
Valicenti Advisory Services
New York
$334K +$10.3K +206 +3%
IPW
2556
Invictus Private Wealth
Colorado
$334K -$20.3K -406 -6%
WFS
2557
Widmann Financial Services
Maryland
$334K +$5.09K +102 +2%
OPWM
2558
Oakwell Private Wealth Management
Texas
$332K +$28.4K +569 +9%
CIA
2559
Cladis Investment Advisory
Montana
$332K +$50 +1 +0%
FWTB
2560
First Western Trust Bank
Colorado
$332K +$2.29K +46 +0.7%
TAM
2561
Todd Asset Management
Kentucky
$331K – – –
GWA
2562
Gratus Wealth Advisors
Virginia
$330K +$6.54K +131 +2%
BC
2563
Bridgefront Capital
Texas
$329K +$329K +6,588 New
SCM
2564
Steele Capital Management
Iowa
$329K – – –
FWP
2565
Falcon Wealth Planning
California
$327K +$19.8K +396 +6%
EBT
2566
Enterprise Bank & Trust
Massachusetts
$326K -$28.9K -580 -8%
AR
2567
Apeiron RIA
Texas
$326K +$26.6K +533 +9%
KBFS
2568
Kohmann Bosshard Financial Services
Ohio
$326K -$10.7K -215 -3%
LSA
2569
Lansing Street Advisors
Pennsylvania
$325K +$81.5K +1,633 +33%
AC
2570
ASB Consultores
Florida
$325K +$325K +6,520 New
SRWM
2571
Shira Ridge Wealth Management
California
$325K -$7.08K -142 -2%
DA
2572
Dillon & Associates
Michigan
$324K – – –
MHR
2573
Matthew Hamilton Rosenberg
$323K -$28.1K -564 -8%
OCBCO
2574
Oversea-Chinese Banking Corp (OCBC)
Singapore
$323K -$716K -14,348 -69%
TWM
2575
TriaGen Wealth Management
California
$321K -$49.7K -997 -13%
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