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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2301
Octavia Wealth Advisors
Ohio
$816K +$48K +301 +6%
TWM
2302
Tanager Wealth Management
United Kingdom
$815K – – –
MCWA
2303
Meadow Creek Wealth Advisors
Georgia
$815K +$66.2K +415 +9%
HP
2304
Hilltop Partners
Indiana
$814K +$203K +1,274 +32%
CH
2305
Cromwell Holdings
Wyoming
$813K +$828K +5,195 New
DAM
2306
Diamant Asset Management
Connecticut
$812K +$75.6K +474 +10%
PIA
2307
Pinion Investment Advisors
Kansas
$811K -$40.2K -252 -5%
CCS
2308
Concentric Capital Strategies
Connecticut
$811K +$827K +5,186 New
FEM
2309
Fulcrum Equity Management
Texas
$809K +$144K +905 +21%
GKWIM
2310
Gerber Kawasaki Wealth & Investment Management
California
$808K +$4.62K +29 +0.6%
CWA
2311
Centennial Wealth Advisory
Michigan
$806K -$96.2K -603 -10%
F4L
2312
Fortune 45 LLC
Louisiana
$806K -$2.39K -15 -0.3%
ACA
2313
Aspire Capital Advisors
Washington
$806K -$159 -1 -0%
SAM
2314
Seelaus Asset Management
New Jersey
$806K -$15.9K -100 -2%
LWM
2315
Lakeridge Wealth Management
Ohio
$806K -$31.4K -197 -4%
FBFS
2316
First Business Financial Services
Wisconsin
$805K -$67.3K -422 -8%
EWM
2317
Edge Wealth Management
New York
$805K -$2.39K -15 -0.3%
GG
2318
Greenwood Gearhart
Arkansas
$805K -$31.9K -200 -4%
W
2319
WorthPointe
California
$805K +$159 +1 +0%
YCG
2320
Yeomans Consulting Group
Georgia
$804K +$601K +3,771 +275%
CSI
2321
Cross Staff Investments
New York
$804K – – –
BT
2322
Brandywine Trust
Delaware
$802K – – –
LF
2323
LifeSteps Financial
California
$802K – – –
CWA
2324
Consilium Wealth Advisory
Texas
$800K +$215K +1,351 +36%
W
2325
Wealthquest
Ohio
$798K +$9.73K +61 +1%
91 92
93
94 95