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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Avior Wealth Management
Nebraska
$234K +$232K +2,948 New
V
1502
VeraBank
Texas
$233K -$44.3K -562 -16%
NRC
1503
New Republic Capital
North Carolina
$233K +$231K +2,932 New
WA
1504
Wealth Architects
California
$231K +$2.6K +33 +1%
FMC
1505
First Merchants Corp
Indiana
$231K +$229K +2,909 New
PIA
1506
Perennial Investment Advisors
California
$230K +$11.7K +149 +5%
WP
1507
WealthShield Partners
North Carolina
$230K +$1.02K +13 +0.5%
TW
1508
TritonPoint Wealth
Maryland
$230K -$13.7K -174 -6%
MC
1509
Middleton & Co
Massachusetts
$230K – – –
TIA
1510
Traphagen Investment Advisors
New Jersey
$230K +$2.05K +26 +0.9%
CWS
1511
Cypress Wealth Services
California
$229K +$228K +2,889 New
GPW
1512
Genesis Private Wealth
Virginia
$229K +$946 +12 +0.4%
LWP
1513
LeClair Wealth Partners
Ohio
$229K +$1.18K +15 +0.5%
ECM
1514
EagleClaw Capital Management
Massachusetts
$229K +$227K +2,880 New
RMCM
1515
Reynders McVeigh Capital Management
Massachusetts
$228K +$226K +2,869 New
TFA
1516
Tranquilli Financial Advisor
New Jersey
$227K +$8.12K +103 +4%
LOWM
1517
Laurel Oak Wealth Management
New Jersey
$227K +$225K +2,860 New
SFG
1518
Sunburst Financial Group
Alabama
$226K -$2.76K -35 -1%
SIS
1519
Sound Income Strategies
Florida
$226K +$11.4K +144 +5%
TIA
1520
Tiemann Investment Advisors
California
$226K – – –
AFT
1521
Alpha Family Trust
California
$225K – – –
SFM
1522
Signet Financial Management
New Jersey
$224K +$8.2K +104 +4%
RF
1523
Rossby Financial
Florida
$224K -$23.5K -298 -10%
FWI
1524
Facet Wealth Inc
Maryland
$224K +$238K +3,025 New
KMWM
1525
Keudell/Morrison Wealth Management
Oregon
$224K +$222K +2,818 New
59 60
61
62 63