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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2226
Thrive Wealth Management
Pennsylvania
$546K +$18.8K +60 +4%
APA
2227
Astoria Portfolio Advisors
New York
$546K +$62K +198 +16%
OAM
2228
Occidental Asset Management
California
$546K +$113K +362 +33%
FCCM
2229
First City Capital Management
Georgia
$546K – – –
DMBA
2230
Deseret Mutual Benefit Administrators
Utah
$544K -$57K -182 -11%
EA
2231
Enclave Advisors
Texas
$544K +$455K +1,454 New
JWM
2232
Jeppson Wealth Management
California
$543K -$6.26K -20 -1%
PFW
2233
Petros Family Wealth
Minnesota
$543K +$37.3K +119 +9%
CPSC
2234
Carl P. Sherr & Co
Massachusetts
$541K – – –
BWM
2235
BlackDiamond Wealth Management
New York
$541K -$24.7K -79 -5%
RWS
2236
RASP Wealth Solutions
Indiana
$540K +$452K +1,445 New
RAS
2237
RPS Advisory Solutions
Kentucky
$539K +$9.71K +31 +2%
SEP
2238
Southland Equity Partners
Missouri
$538K +$45.1K +144 +11%
PWM
2239
Palacios Wealth Management
Florida
$537K -$2.5K -8 -0.6%
CAM
2240
Close Asset Management
United Kingdom
$537K – – –
IRP
2241
Investment Research Partners
Pennsylvania
$536K +$121K +386 +37%
TIM
2242
Tortoise Investment Management
New York
$535K +$19.4K +62 +5%
DPI
2243
Diversified Portfolios Inc
Michigan
$534K +$447K +1,429 New
DFS
2244
Demming Financial Services
Ohio
$534K -$47.6K -152 -10%
WF
2245
Wayfinding Financial
Washington
$534K +$13.1K +42 +3%
WWMSC
2246
Wagner Wealth Management (South Carolina)
South Carolina
$534K +$24.7K +79 +6%
EGA
2247
E&G Advisors
Texas
$532K -$64.2K -205 -13%
PW
2248
PUREfi Wealth
Massachusetts
$531K +$445K +1,421 New
PCP
2249
Panoramic Capital Partners
Oregon
$531K -$52K -166 -10%
CWA
2250
Canvas Wealth Advisors
Kansas
$530K +$17.2K +55 +4%
88 89
90
91 92