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Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
1826
Gallagher Fiduciary Advisors
Illinois
$875K +$881K +8,736 New
IWA
1827
IVC Wealth Advisors
Pennsylvania
$875K -$7.86K -78 -0.9%
NL
1828
Navalign LLC
California
$875K +$255K +2,531 +41%
PWPS
1829
Pinnacle Wealth Planning Services
Ohio
$875K +$68.7K +681 +8%
EAM
1830
EFG Asset Management
Oregon
$874K -$151K -1,493 -15%
AI
1831
Accredited Investors
Minnesota
$873K +$2.22K +22 +0.3%
OPW
1832
Oxler Private Wealth
New York
$872K -$416K -4,125 -32%
LA
1833
LexAurum Advisors
Kansas
$871K -$47.2K -468 -5%
APG
1834
Abacus Planning Group
South Carolina
$870K -$12.6K -125 -1%
IP
1835
Investment Partners
Ohio
$869K -$106K -1,054 -11%
DTL
1836
Dynamic Technology Lab
Singapore
$866K +$872K +8,645 New
GIM
1837
Guardian Investment Management
California
$864K +$71.3K +707 +18%
WPC
1838
Wedmont Private Capital
Pennsylvania
$864K +$365K +3,622 +73%
AWM
1839
Aberdeen Wealth Management
Illinois
$862K – – –
GI
1840
Gradient Investments
Minnesota
$857K -$22.9K -227 -3%
WGCA
1841
Wolf Group Capital Advisors
Virginia
$857K +$605 +6 +0.1%
IRC
1842
Investors Research Corp
Georgia
$855K -$11.2K -111 -1%
BFO
1843
Biltmore Family Office
North Carolina
$854K -$5.54K -55 -0.6%
OBWG
1844
Onyx Bridge Wealth Group
New York
$853K +$195K +1,935 +29%
HAG
1845
HF Advisory Group
Maryland
$853K +$5.14K +51 +0.6%
ITIM
1846
Indiana Trust & Investment Management
Indiana
$853K -$18.6K -184 -2%
RW
1847
RVW Wealth
California
$850K -$44.8K -444 -5%
DCM
1848
Delta Capital Management
New Jersey
$846K +$45.4K +450 +6%
AWM
1849
Angeles Wealth Management
California
$846K -$8.87K -88 -1%
RFA
1850
Resurgent Financial Advisors
Georgia
$845K -$46.3K -459 -5%
72 73
74
75 76