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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
651
Oakworth Capital
Alabama
$7.71K – – –
SA
652
SRH Advisors
Kansas
$7.49K – – –
TTIC
653
Tower Trust & Investment Company
Iowa
$7.33K – – –
KFAS
654
Keating Financial Advisory Services
Kansas
$7.03K -$1.42K -18 -16%
FPF
655
First Pacific Financial
Washington
$6.96K -$2.6K -33 -26%
HIW
656
Holos Integrated Wealth
Pennsylvania
$6.77K – – –
PWMG
657
Private Wealth Management Group
New Jersey
$6.13K – – –
APFP
658
Action Point Financial Planning
Michigan
$6.13K +$6.55K +83 New
LFG
659
Larson Financial Group
Missouri
$6.05K -$63.8K -808 -91%
OCWP
660
Owl Creek Wealth Partners
Colorado
$6.05K +$789 +10 +14%
GKIM
661
GW&K Investment Management
Massachusetts
$6K +$3.87K +49 +153%
CFD
662
Creative Financial Designs
Indiana
$5.9K – – –
FFO
663
Fortitude Family Office
Arizona
$5.59K -$1.58K -20 -21%
SC
664
SouthState Corp
Florida
$5.45K +$4.73K +60 +500%
BIA
665
Bell Investment Advisors
California
$5.22K – – –
SGFG
666
Silver Grove Financial Group
New York
$5.22K +$5.44K +69 New
PWA
667
Physician Wealth Advisors
Utah
$4.61K -$1.5K -19 -24%
AS
668
Altshuler Shaham
Israel
$4.38K +$947 +12 +26%
WA
669
Whipplewood Advisors
Colorado
$4.01K -$21.9K -277 -84%
Q1WB
670
Quest 10 Wealth Builders
Virginia
$3.93K +$631 +8 +18%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$3.55K -$3.31K -42 -47%
S
672
Sachetta
Massachusetts
$3.4K -$1.42K -18 -29%
BWL
673
Bogart Wealth LLC
Virginia
$3.25K -$868 -11 -20%
FCAS
674
First Command Advisory Services
Texas
$3.02K +$316 +4 +11%
AW
675
Avion Wealth
Texas
$3K +$2.29K +29 +138%
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