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Name Holding Trade Value Shares
Change 		Change in
Stake
AP
2326
Adero Partners
California
$413K +$21.3K +449 +5%
OHWA
2327
Oak Hill Wealth Advisors
Virginia
$412K +$412K +8,681 New
D
2328
Diversified
Delaware
$412K +$37.1K +781 +10%
FOA
2329
Five Oceans Advisors
California
$412K -$68.3K -1,438 -14%
CWP
2330
CFM Wealth Partners
Texas
$411K – – –
GA
2331
Gateway Advisory
New Jersey
$409K +$24.4K +514 +6%
MCCP
2332
Mission Creek Capital Partners
California
$409K -$329K -6,936 -45%
ITIM
2333
Indiana Trust & Investment Management
Indiana
$408K +$32.2K +678 +9%
WIP
2334
WealthCare Investment Partners
Rhode Island
$407K -$3.23K -68 -0.8%
NA
2335
Nottingham Advisors
New York
$406K +$406K +8,548 New
NFG
2336
Nadler Financial Group
Illinois
$406K -$1.09K -23 -0.3%
GAM
2337
Gould Asset Management
California
$406K – – –
PW
2338
Peninsula Wealth
California
$405K -$20.2K -426 -5%
EW
2339
Element Wealth
Mississippi
$405K +$66.2K +1,394 +20%
MWM
2340
Marietta Wealth Management
Georgia
$404K +$404K +8,501 New
BC
2341
Barrett & Company
Rhode Island
$403K +$1.71K +36 +0.4%
SWP
2342
Semus Wealth Partners
Florida
$402K -$18.9K -398 -4%
MAM
2343
Mystic Asset Management
Rhode Island
$401K +$9.78K +206 +2%
PSCM
2344
Per Stirling Capital Management
Texas
$401K +$11.3K +238 +3%
BEI
2345
Benjamin Edwards Inc
Missouri
$401K +$10.7K +226 +3%
RIM
2346
Reliant Investment Management
Tennessee
$400K +$28.4K +599 +8%
TCOTS
2347
Trust Company of the South
North Carolina
$400K +$522 +11 +0.1%
JC
2348
JB Capital
Connecticut
$399K -$8.41M -177,065 -95%
AWA
2349
Amplius Wealth Advisors
Pennsylvania
$399K -$10.1K -213 -2%
RPWA
2350
Regent Peak Wealth Advisors
Georgia
$398K -$1.97M -41,480 -83%
92 93
94
95 96