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Name Holding Trade Value Shares
Change
Change in
Stake
ODA
2701
One Degree Advisors
California
$499K – – –
TAM
2702
Tucker Asset Management
Colorado
$497K +$66.5K +417 +15%
BWG
2703
Balanced Wealth Group
Ohio
$496K +$5.26K +33 +1%
RFA
2704
RTD Financial Advisors
Pennsylvania
$494K +$162K +1,013 +47%
KCFA
2705
Key Client Fiduciary Advisors
New Jersey
$493K – – –
MSA
2706
Marino Stram & Associates
Massachusetts
$493K +$1.75K +11 +0.4%
TA
2707
TFB Advisors
Kansas
$492K +$47.5K +298 +10%
TCWM
2708
Total Clarity Wealth Management
Illinois
$492K -$19.8K -124 -4%
HOWA
2709
Heritage Oak Wealth Advisors
Florida
$491K +$500K +3,136 New
RSA
2710
River Street Advisors
Illinois
$490K +$66.3K +416 +15%
SL
2711
Summitry LLC
California
$490K -$13.2K -83 -3%
LT
2712
Legacy Trust
Michigan
$489K +$31.9K +200 +7%
WIM
2713
Westside Investment Management
California
$489K – – –
RW
2714
RVW Wealth
California
$488K -$7.5K -47 -1%
CFA
2715
Capstone Financial Advisors
Illinois
$488K -$22.8K -143 -4%
TFGT
2716
TS Financial Group (TSFG)
Illinois
$488K +$32.7K +205 +7%
SSW
2717
Smith Shellnut Wilson
Mississippi
$487K +$17.9K +112 +4%
MTIM
2718
Marathon Trading Investment Management
Pennsylvania
$487K -$604K -3,788 -55%
PWM
2719
Prentice Wealth Management
New York
$486K -$2.23K -14 -0.4%
AI
2720
AdvisorShares Investments
Maryland
$485K +$494K +3,100 New
BMD
2721
Better Money Decisions
New Mexico
$485K -$8.13K -51 -2%
RPCA
2722
Running Point Capital Advisors
California
$484K -$8.45K -53 -2%
Capstone Investment Advisors
2723
Capstone Investment Advisors
New York
$483K -$169K -1,061 -26%
ACM
2724
Avalon Capital Management
California
$483K +$49.3K +309 +11%
B
2725
BetterWealth
California
$483K +$3.19K +20 +0.7%