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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2326
Clearstead Trust
Maine
$157K -$4.13K -21 -3%
BIA
2327
Bell Investment Advisors
California
$156K +$2.75K +14 +2%
VBA
2328
von Borstel & Associates
Oregon
$156K +$154K +782 New
PWA
2329
Physician Wealth Advisors
Utah
$156K -$16.9K -86 -10%
SWA
2330
SOA Wealth Advisors
New York
$156K – – –
HWM
2331
Hemington Wealth Management
Virginia
$154K +$14K +71 +10%
CWC
2332
Carolinas Wealth Consulting
North Carolina
$153K +$1.57K +8 +1%
IHWM
2333
Iron Horse Wealth Management
Iowa
$152K -$3.54K -18 -2%
OA
2334
Operose Advisors
Wisconsin
$152K -$18.1K -92 -11%
BC
2335
Bayforest Capital
United Kingdom
$150K -$81.1K -412 -35%
NECFA
2336
New England Capital Financial Advisors
Connecticut
$147K +$6.89K +35 +5%
OWP
2337
ORG Wealth Partners
Texas
$146K +$26.4K +134 +23%
STB
2338
S&T Bank
Pennsylvania
$143K +$5.12K +26 +4%
SO
2339
Sierra Ocean
California
$142K +$2.36K +12 +2%
HIW
2340
Holos Integrated Wealth
Pennsylvania
$139K – – –
TWD
2341
True Wealth Design
Ohio
$138K +$9.05K +46 +7%
NC
2342
NewSquare Capital
Pennsylvania
$136K +$25.4K +129 +23%
CWP
2343
Concord Wealth Partners
Virginia
$135K -$1.8M -9,151 -93%
FCT
2344
First Community Trust
Iowa
$134K -$2.36K -12 -2%
MSG
2345
Main Street Group
Virginia
$133K +$29.1K +148 +29%
SC
2346
Swan Capital
Florida
$132K – – –
VWM
2347
Vermillion Wealth Management
Minnesota
$130K -$7.28K -37 -5%
MWM
2348
MorganRosel Wealth Management
Colorado
$129K +$127K +647 New
GWSG
2349
GPS Wealth Strategies Group
Colorado
$129K -$26.2K -133 -17%
TCA
2350
Trifecta Capital Advisors
Illinois
$128K +$11.2K +57 +10%
92 93
94
95 96