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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2701
Avion Wealth
Texas
$713K +$16.9K +91 +2%
OIA
2702
Oakmont Investment Advisors
Pennsylvania
$712K +$199K +1,071 +33%
TWA
2703
Tulsa Wealth Advisors
Oklahoma
$711K +$32.4K +174 +4%
PFG
2704
Prosperity Financial Group
California
$709K +$23.1K +124 +3%
CG
2705
CFO4Life Group
Texas
$706K -$5.21K -28 -0.7%
JFA
2706
JNBA Financial Advisors
Minnesota
$705K -$99.4K -534 -11%
SWIM
2707
Smallwood Wealth Investment Management
New Jersey
$705K -$372 -2 -0%
AF
2708
Apollon Financial
South Carolina
$705K +$10.2K +55 +1%
AAM
2709
AMI Asset Management
California
$705K +$8.75K +47 +1%
AA
2710
AF Advisors
California
$704K – – –
RA
2711
Rubicon Advisors
California
$704K +$92.9K +499 +13%
BWM
2712
Birchcreek Wealth Management
Ohio
$703K +$235K +1,261 +42%
JTF
2713
J. Team Financial
Texas
$702K +$58.3K +313 +8%
ACA
2714
Ascension Capital Advisors
Texas
$701K +$30.9K +166 +4%
FPGK
2715
Financial Partners Group (Kansas)
Kansas
$699K -$17.9K -96 -2%
GAM
2716
Gemmer Asset Management
California
$697K +$21.4K +115 +3%
BBNB
2717
Baker Boyer National Bank
Washington
$697K +$296K +1,588 +61%
FI
2718
Fractal Investments
Connecticut
$696K – – –
CGA
2719
Crescent Grove Advisors
Illinois
$696K +$114K +612 +17%
VCS
2720
Vaughan & Co Securities
New Jersey
$694K -$34.4K -185 -4%
VPW
2721
Vaquero Private Wealth
Texas
$694K +$779K +4,184 New
E3F
2722
Eight 31 Financial
Texas
$693K -$20.8K -112 -3%
RWM
2723
Revisor Wealth Management
Ohio
$692K +$12.8K +69 +2%
TWP
2724
Tower Wealth Partners
Pennsylvania
$690K +$47.5K +255 +7%
DWM
2725
DWR Wealth Management
California
$689K +$36.9K +198 +5%
107 108
109
110 111