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Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
2301
Laurel Oak Wealth Management
New Jersey
$510K +$46.3K +148 +12%
TSS
2302
Two Sigma Securities
New York
$509K -$1.84M -5,891 -81%
KWM
2303
Kaydan Wealth Management
Michigan
$509K -$69.8K -223 -14%
IWS
2304
Insight Wealth Strategies
California
$508K +$33.5K +107 +9%
AWM
2305
Affinity Wealth Management
Delaware
$507K -$9.71K -31 -2%
FGC
2306
First Growth Capital
Maryland
$507K -$9.71K -31 -2%
SI
2307
Saxon Interests
Texas
$505K -$5.32K -17 -1%
PA
2308
Planning Alternatives
Michigan
$504K +$69.8K +223 +20%
MAMG
2309
Milestone Asset Management Group
Connecticut
$504K – – –
LCGC
2310
Legacy Capital Group California
California
$503K -$9.71K -31 -2%
FI
2311
Finivi Inc
Massachusetts
$503K -$24.1K -77 -5%
WIC
2312
Woodmont Investment Counsel
Tennessee
$503K -$24.4K -78 -5%
BF
2313
bLong Financial
Tennessee
$502K – – –
HNB
2314
Hilltop National Bank
Wyoming
$502K +$25.7K +82 +7%
MWA
2315
Motive Wealth Advisors
Michigan
$501K -$5.01K -16 -1%
CA
2316
Capital Advantage
California
$501K -$3.44K -11 -0.8%
NC
2317
NewSquare Capital
Pennsylvania
$500K +$87.7K +280 +26%
FCC
2318
Flower City Capital
New York
$500K – – –
HC
2319
Hamilton Capital
Ohio
$500K +$7.83K +25 +2%
WBWA
2320
William B. Walkup & Associates
South Carolina
$498K -$6.26K -20 -1%
FPW
2321
Fairvoy Private Wealth
Alabama
$498K +$313 +1 +0.1%
OFO
2322
OneAscent Family Office
Alabama
$497K +$138K +441 +50%
SGFG
2323
Silver Grove Financial Group
New York
$497K +$35.1K +112 +9%
RCM
2324
Ridgepath Capital Management
Tennessee
$496K +$626 +2 +0.2%
FNBSF
2325
First National Bank Sioux Falls
South Dakota
$496K – – –
91 92
93
94 95