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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
2776
O'Dell Group
Ohio
$337K +$11.1K +69 +3%
KFS
2777
Kelly Financial Services
Massachusetts
$337K +$29K +181 +9%
CWP
2778
Curated Wealth Partners
California
$336K +$19.9K +124 +6%
AWP
2779
Abacus Wealth Partners
California
$336K +$10.9K +68 +3%
LCM
2780
Lazari Capital Management
California
$335K +$342K +2,132 New
SCG
2781
Sonata Capital Group
Washington
$335K – – –
IP
2782
Isthmus Partners
Wisconsin
$334K +$7.7K +48 +2%
E
2783
ETFidea
New York
$334K +$20.5K +128 +6%
CFS
2784
CGC Financial Services
Oregon
$334K +$340K +2,122 New
FCFC
2785
First Citizens Financial Corp
Iowa
$334K +$340K +2,120 New
WCWM
2786
Wooster Corthell Wealth Management
Connecticut
$333K – – –
GA
2787
Geller Advisors
New York
$332K -$11.1K -69 -3%
SNBOSD
2788
Security National Bank of So Dak
Iowa
$332K +$339K +2,112 New
SFA
2789
Source Financial Advisors
New York
$331K +$20.4K +127 +6%
SGK
2790
Steigerwald Gordon & Koch
Virginia
$330K -$11.7K -73 -3%
JWS
2791
Juncture Wealth Strategies
Arizona
$329K -$32.7K -204 -9%
TC
2792
TwinBeech Capital
New York
$329K +$335K +2,089 New
NWM
2793
Northcape Wealth Management
New York
$329K +$1.92K +12 +0.6%
CBOR
2794
Community Bank of Raymore
Missouri
$328K – – –
BWS
2795
Buck Wealth Strategies
Colorado
$328K -$46.8K -292 -12%
KW
2796
KWB Wealth
California
$327K -$88.2K -550 -21%
LL
2797
LWMG LLC
Minnesota
$327K +$6.57K +41 +2%
CC
2798
Constitution Capital
Connecticut
$327K +$80.2K +500 +32%
AWMT
2799
AAFMAA Wealth Management & Trust
North Carolina
$327K -$2.25K -14 -0.7%
PEA
2800
Park Edge Advisors
Ohio
$326K – – –
110 111
112
113 114