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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2376
Triad Wealth Partners
Kansas
$545K +$31.8K +518 +7%
COCM
2377
Charter Oak Capital Management
New Hampshire
$544K +$307 +5 +0.1%
ML
2378
McAdam LLC
Pennsylvania
$544K +$29.6K +481 +7%
KF
2379
KKM Financial
Illinois
$543K -$13.2K -214 -3%
CCAM
2380
Cascades Capital Asset Management
North Carolina
$543K +$615 +10 +0.1%
AWA
2381
Amplius Wealth Advisors
Pennsylvania
$542K +$19.5K +317 +4%
FFA
2382
Florida Financial Advisors
Florida
$542K +$37.4K +608 +8%
CTC
2383
Corundum Trust Company
South Dakota
$542K -$61 -1 -0%
CFP
2384
Cascade Financial Partners
California
$542K +$43K +700 +10%
SPWG
2385
Sage Private Wealth Group
Illinois
$541K -$43.8K -713 -8%
WG
2386
Wealth Group
North Carolina
$540K -$245K -3,991 -34%
AC
2387
ASB Consultores
Florida
$537K +$70.1K +1,141 +17%
BAM
2388
Broyhill Asset Management
North Carolina
$535K – – –
SFB
2389
STAR Financial Bank
Indiana
$534K -$21.3K -347 -4%
JPG
2390
Jordan Park Group
California
$534K – – –
BW
2391
Blalock Williams
Alabama
$534K +$9.46K +154 +2%
ICP
2392
Impact Capital Partners
Colorado
$533K -$25.7K -418 -5%
FWSM
2393
First Wilshire Securities Management
California
$532K – – –
HCM
2394
Hollencrest Capital Management
California
$532K +$430 +7 +0.1%
FBT
2395
First Bank & Trust
South Dakota
$532K -$22.6K -367 -5%
EIP
2396
Ellis Investment Partners
Pennsylvania
$532K +$21.4K +349 +5%
SIAG
2397
Safeguard Investment Advisory Group
California
$532K -$125K -2,027 -21%
PWP
2398
Precedent Wealth Partners
Texas
$532K -$72.9K -1,187 -13%
OA
2399
Oxbow Advisors
Texas
$531K +$34.9K +568 +8%
FWP
2400
Firethorn Wealth Partners
Georgia
$531K +$52.8K +859 +13%
94 95
96
97 98