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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
2101
Evernest Financial Advisors
Indiana
$545K +$63.1K +607 +16%
OWA
2102
Octavia Wealth Advisors
Ohio
$544K -$68.4K -658 -13%
ML
2103
McAdam LLC
Pennsylvania
$544K -$27.9K -269 -6%
FMN
2104
Financial Management Network
California
$543K -$9.97K -96 -2%
PFS
2105
Prospect Financial Services
New York
$543K -$202K -1,948 -31%
HCM
2106
Hall Capital Management
Rhode Island
$543K +$86.9K +836 +24%
1WM
2107
1858 Wealth Management
Ohio
$542K +$454K +4,374 New
SIA
2108
SeaBridge Investment Advisors
New Jersey
$540K -$115K -1,107 -20%
PCFFS
2109
Pacific Center for Financial Services
California
$540K +$208 +2 +0%
TTWM
2110
TCV Trust & Wealth Management
Virginia
$539K -$128K -1,235 -22%
YIM
2111
Yoffe Investment Management
Pennsylvania
$539K – – –
RCWM
2112
Royal Capital Wealth Management
Indiana
$538K – – –
PCM
2113
Pointe Capital Management
Michigan
$536K -$208 -2 -0%
GS
2114
GWN Securities
Florida
$536K -$7.94M -76,450 -95%
MWM
2115
Maridea Wealth Management
New York
$534K -$818K -7,871 -65%
DWM
2116
David Wealth Management
Virginia
$533K -$3.53K -34 -0.8%
IF
2117
Intrua Financial
Texas
$532K -$77.5K -746 -15%
CNB
2118
Camden National Bank
Maine
$532K +$77K +741 +21%
DP
2119
Dearborn Partners
Illinois
$528K -$49.1K -473 -10%
ICM
2120
IMS Capital Management
Oregon
$526K -$1.75M -16,873 -80%
RF
2121
Rossby Financial
Florida
$526K -$91.7K -883 -17%
TWM
2122
Thrive Wealth Management
Pennsylvania
$526K +$30.3K +292 +7%
BB
2123
Burford Brothers
Texas
$524K -$13.2K -127 -3%
ABTD
2124
Arvest Bank Trust Division
Oklahoma
$523K -$44.7K -430 -9%
OWM
2125
Orca Wealth Management
Florida
$523K -$11.9K -115 -3%
83 84
85
86 87