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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2801
Omnia Family Wealth
Florida
$239K – – –
FWP
2802
Firethorn Wealth Partners
Georgia
$237K -$331 -2 -0.1%
APA
2803
Astoria Portfolio Advisors
New York
$237K +$54.9K +332 +25%
VIA
2804
Vickerman Investment Advisors
Washington
$237K +$270K +1,635 New
SRG
2805
SBB Research Group
Illinois
$236K +$2.15K +13 +0.8%
MGWM
2806
Marks Group Wealth Management
Minnesota
$236K +$27.8K +168 +11%
AFS
2807
AFG Fiduciary Services
Massachusetts
$235K -$29.8K -180 -10%
LCM
2808
Liberty Capital Management
Michigan
$235K -$2.48K -15 -0.9%
RTS
2809
Round Table Services
New Jersey
$235K – – –
IAG
2810
Investment Advisory Group
Massachusetts
$235K +$2.98K +18 +1%
PCA
2811
Pallas Capital Advisors
Massachusetts
$235K +$42.8K +259 +19%
BC
2812
Bridgefront Capital
Texas
$234K -$99K -599 -27%
LWP
2813
Legacy Wealth Planning
Nevada
$233K -$19K -115 -7%
MWA
2814
Miller Wealth Advisors
Colorado
$232K -$79K -478 -23%
DSAM
2815
Dock Street Asset Management
Florida
$232K -$9.26K -56 -3%
RWG
2816
Regal Wealth Group
California
$232K – – –
WW
2817
Westshore Wealth
California
$232K – – –
SIG
2818
Spinnaker Investment Group
California
$231K -$85.3K -516 -24%
CWG
2819
Crown Wealth Group
North Carolina
$231K +$48.3K +292 +22%
BA
2820
BCM Advisors
Louisiana
$229K – – –
GWA
2821
GGM Wealth Advisors
Maryland
$229K +$3.14K +19 +1%
FA
2822
Faithward Advisors
Pennsylvania
$229K +$7.11K +43 +3%
OBWP
2823
O'Brien Wealth Partners
Massachusetts
$229K +$10.4K +63 +4%
BA
2824
Bluesphere Advisors
Pennsylvania
$228K – – –
SWRP
2825
Summit Wealth & Retirement Planning
California
$228K +$165 +1 +0.1%
111 112
113
114 115