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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2801
Firethorn Wealth Partners
Georgia
$237K -$331 -2 -0.1%
APA
2802
Astoria Portfolio Advisors
New York
$237K +$54.9K +332 +25%
VIA
2803
Vickerman Investment Advisors
Washington
$237K +$270K +1,635 New
SRG
2804
SBB Research Group
Illinois
$236K +$2.15K +13 +0.8%
MGWM
2805
Marks Group Wealth Management
Minnesota
$236K +$27.8K +168 +11%
AFS
2806
AFG Fiduciary Services
Massachusetts
$235K -$29.8K -180 -10%
LCM
2807
Liberty Capital Management
Michigan
$235K -$2.48K -15 -0.9%
RTS
2808
Round Table Services
New Jersey
$235K – – –
IAG
2809
Investment Advisory Group
Massachusetts
$235K +$2.98K +18 +1%
PCA
2810
Pallas Capital Advisors
Massachusetts
$235K +$42.8K +259 +19%
BC
2811
Bridgefront Capital
Texas
$234K -$99K -599 -27%
LWP
2812
Legacy Wealth Planning
Nevada
$233K -$19K -115 -7%
MWA
2813
Miller Wealth Advisors
Colorado
$232K -$79K -478 -23%
DSAM
2814
Dock Street Asset Management
Florida
$232K -$9.26K -56 -3%
RWG
2815
Regal Wealth Group
California
$232K – – –
WW
2816
Westshore Wealth
California
$232K – – –
SIG
2817
Spinnaker Investment Group
California
$231K -$85.3K -516 -24%
CWG
2818
Crown Wealth Group
North Carolina
$231K +$48.3K +292 +22%
BA
2819
BCM Advisors
Louisiana
$229K – – –
GWA
2820
GGM Wealth Advisors
Maryland
$229K +$3.14K +19 +1%
FA
2821
Faithward Advisors
Pennsylvania
$229K +$7.11K +43 +3%
OBWP
2822
O'Brien Wealth Partners
Massachusetts
$229K +$10.4K +63 +4%
BA
2823
Bluesphere Advisors
Pennsylvania
$228K – – –
SWRP
2824
Summit Wealth & Retirement Planning
California
$228K +$165 +1 +0.1%
IAP
2825
Indie Asset Partners
Indiana
$228K +$3.31K +20 +1%
111 112
113
114 115