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Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
2451
Walkner Condon Financial Advisors
Wisconsin
$223K +$190K +865 New
WF
2452
WinCap Financial
Massachusetts
$222K +$190K +864 New
MFA
2453
Morling Financial Advisors
California
$222K -$194K -883 -51%
VAS
2454
Valicenti Advisory Services
New York
$222K +$189K +861 New
ALA
2455
Atlas Legacy Advisors
California
$222K +$189K +861 New
MWM
2456
MGB Wealth Management
Texas
$221K +$189K +862 New
OFS
2457
OMC Financial Services
New York
$221K +$188K +859 New
NFC
2458
Northeast Financial Consultants
Connecticut
$221K -$165K -751 -47%
BFPW
2459
BOK Financial Private Wealth
Colorado
$221K -$25.2K -115 -12%
PFA
2460
Pathway Financial Advisors
Vermont
$221K +$188K +857 New
PRTG
2461
Post Resch Tallon Group
New York
$221K +$188K +857 New
WCM
2462
Whitener Capital Management
North Carolina
$221K +$188K +857 New
SFO
2463
Stokes Family Office
Louisiana
$221K +$188K +857 New
LEA
2464
Legacy Edge Advisors
New York
$219K +$187K +852 New
6F
2465
626 Financial
Michigan
$219K +$187K +852 New
CP
2466
Creekside Partners
California
$219K +$187K +852 New
VBA
2467
von Borstel & Associates
Oregon
$219K +$3.07K +14 +2%
QFW
2468
QTR Family Wealth
Florida
$218K +$186K +847 New
HNWAG
2469
High Net Worth Advisory Group
Florida
$218K +$186K +847 New
TAM
2470
Titleist Asset Management
Texas
$218K +$186K +847 New
FIM
2471
Freedom Investment Management
Connecticut
$218K +$186K +847 New
DWAM
2472
Duncan Williams Asset Management
Tennessee
$217K +$185K +845 New
CPW
2473
Cove Private Wealth
New York
$217K +$185K +844 New
CWP
2474
Concord Wealth Partners
Virginia
$217K +$37.5K +171 +25%
CAMV
2475
Concord Asset Management (Virginia)
Virginia
$217K +$185K +844 New
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99
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