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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2326
SOA Wealth Advisors
New York
$156K – – –
HWM
2327
Hemington Wealth Management
Virginia
$154K +$14K +71 +10%
CWC
2328
Carolinas Wealth Consulting
North Carolina
$153K +$1.57K +8 +1%
IHWM
2329
Iron Horse Wealth Management
Iowa
$152K -$3.54K -18 -2%
OA
2330
Operose Advisors
Wisconsin
$152K -$18.1K -92 -11%
BC
2331
Bayforest Capital
United Kingdom
$150K -$81.1K -412 -35%
NECFA
2332
New England Capital Financial Advisors
Connecticut
$147K +$6.89K +35 +5%
OWP
2333
ORG Wealth Partners
Texas
$146K +$26.4K +134 +23%
STB
2334
S&T Bank
Pennsylvania
$143K +$5.12K +26 +4%
SO
2335
Sierra Ocean
California
$142K +$2.36K +12 +2%
HIW
2336
Holos Integrated Wealth
Pennsylvania
$139K – – –
TWD
2337
True Wealth Design
Ohio
$138K +$9.05K +46 +7%
NC
2338
NewSquare Capital
Pennsylvania
$136K +$25.4K +129 +23%
CWP
2339
Concord Wealth Partners
Virginia
$135K -$1.8M -9,151 -93%
FCT
2340
First Community Trust
Iowa
$134K -$2.36K -12 -2%
MSG
2341
Main Street Group
Virginia
$133K +$29.1K +148 +29%
SC
2342
Swan Capital
Florida
$132K – – –
VWM
2343
Vermillion Wealth Management
Minnesota
$130K -$7.28K -37 -5%
MWM
2344
MorganRosel Wealth Management
Colorado
$129K +$127K +647 New
GWSG
2345
GPS Wealth Strategies Group
Colorado
$129K -$26.2K -133 -17%
TCA
2346
Trifecta Capital Advisors
Illinois
$128K +$11.2K +57 +10%
SWC
2347
Spectrum Wealth Counsel
Indiana
$128K – – –
WAOTB
2348
Wealth Advisors of Tampa Bay
Florida
$128K +$126K +639 New
FFO
2349
Fortitude Family Office
Arizona
$126K – – –
GWP
2350
Gen-Wealth Partners
Michigan
$122K – – –
92 93
94
95 96