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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2626
Strategic Advisors
New York
$513K +$371 +5 +0.1%
GRWP
2627
Green Ridge Wealth Planning
New Jersey
$512K +$494K +6,653 New
CIA
2628
Caerus Investment Advisors
Texas
$512K +$47.3K +637 +11%
AWMS
2629
Advocacy Wealth Management Services
Georgia
$512K +$5.71K +77 +1%
CMBA
2630
C.M. Bidwell & Associates
Hawaii
$512K -$6.75K -91 -1%
OAS
2631
Optivise Advisory Services
Tennessee
$511K +$158K +2,125 +47%
RWM
2632
Riverbend Wealth Management
South Carolina
$510K +$27.1K +365 +6%
WAM
2633
Weinberger Asset Management
California
$510K +$2.15K +29 +0.4%
OFA
2634
Oak Family Advisors
Illinois
$510K -$64K -863 -12%
WLIM
2635
White Lighthouse Investment Management
Massachusetts
$509K -$10.1K -136 -2%
MPIA
2636
Milestones Private Investment Advisors
New York
$508K – – –
APW
2637
Acima Private Wealth
Virginia
$508K – – –
DFS
2638
Demming Financial Services
Ohio
$507K +$488K +6,581 New
CAM
2639
Chesapeake Asset Management
New York
$506K +$13.7K +184 +3%
OWM
2640
Opes Wealth Management
California
$506K -$20.4K -275 -4%
SFP
2641
Sandbox Financial Partners
Maryland
$506K +$20.6K +278 +4%
CCA
2642
Cadent Capital Advisors
Oklahoma
$506K -$1.63K -22 -0.3%
PCH
2643
PGIM Custom Harvest
New Jersey
$505K +$64.9K +874 +15%
CTI
2644
Community Trust & Investment
Kentucky
$505K +$21.5K +290 +5%
LF
2645
LifeSteps Financial
California
$504K – – –
LBC
2646
Leigh Baldwin & Co
New York
$504K +$5.49K +74 +1%
IAS
2647
Integrity Advisory Solutions
Texas
$502K +$53.3K +718 +12%
OWCM
2648
One Wealth Capital Management
Arizona
$502K +$483K +6,511 New
PCA
2649
Prosperity Capital Advisors
Ohio
$501K +$2.75K +37 +0.6%
WAG
2650
Wallace Advisory Group
California
$501K -$348K -4,685 -42%
104 105
106
107 108