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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2426
Financial Insights
Washington
$240K +$892 +19 +0.4%
RWM
2427
Raffa Wealth Management
District of Columbia
$240K +$2.06K +44 +1%
TA
2428
Trellis Advisors
Washington
$239K -$3.62K -77 -2%
FSC
2429
Full Sail Capital
Oklahoma
$239K +$216K +4,594 New
1WM
2430
1900 Wealth Management
Texas
$239K +$216K +4,605 New
SNB
2431
Security National Bank
Nebraska
$239K +$217K +4,618 New
QC
2432
Quadrature Capital
United Kingdom
$238K -$6.52M -138,808 -97%
WA
2433
Waverly Advisors
Alabama
$238K +$211K +4,505 New
MWM
2434
Maltin Wealth Management
New Jersey
$238K +$217K +4,612 New
MAM
2435
McLean Asset Management
Virginia
$237K -$13.4K -286 -6%
MC
2436
Middleton & Co
Massachusetts
$237K +$215K +4,586 New
SAM
2437
Smithbridge Asset Management
Pennsylvania
$237K +$215K +4,590 New
LWP
2438
Legacy Wealth Planning
Nevada
$236K -$23.3K -496 -10%
MAWCM
2439
Mine & Arao Wealth Creation & Management
California
$236K – – –
6F
2440
626 Financial
Michigan
$236K +$198K +4,224 New
PBC
2441
Pavion Blue Capital
California
$235K -$3.05K -65 -1%
JAG
2442
Journey Advisory Group
Kentucky
$234K -$46.8K -996 -18%
WMP
2443
Wealth Management Partners
Arizona
$234K -$29.6K -630 -12%
GKWIM
2444
Gerber Kawasaki Wealth & Investment Management
California
$234K +$213K +4,528 New
CWM
2445
Curi Wealth Management
North Carolina
$233K +$37.1K +791 +21%
LL
2446
LPWM LLC
Minnesota
$233K +$210K +4,475 New
KOC
2447
Koss-Olinger Consulting
Florida
$233K +$212K +4,513 New
AC
2448
Apella Capital
Connecticut
$232K – – –
UTC
2449
Unified Trust Company
Kentucky
$232K – – –
GWM
2450
Gray Wealth Management
Maine
$232K +$211K +4,495 New
96 97
98
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