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Name Holding Trade Value Shares
Change 		Change in
Stake
LOWM
1101
Laurel Oak Wealth Management
New Jersey
$251K – – –
CIA
1102
Cladis Investment Advisory
Montana
$250K – – –
AA
1103
Apriem Advisors
California
$250K – – –
KWM
1104
Keebeck Wealth Management
Illinois
$249K +$20.2K +257 +9%
EFM
1105
E Fund Management
China
$249K -$13.3K -169 -5%
TYCC
1106
Texas Yale Capital Corp
Florida
$249K – – –
LOPW
1107
Live Oak Private Wealth
North Carolina
$248K – – –
PA
1108
PFG Advisors
Arizona
$248K -$19.7K -251 -7%
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$247K +$173K +2,202 +220%
PMSA
1110
Patrick M. Sweeney & Associates
Illinois
$246K – – –
RPCONE
1111
Retirement Planning Company of New England
Rhode Island
$246K -$10.4K -133 -4%
EFG
1112
Ethos Financial Group
Pennsylvania
$246K +$216K +2,754 New
MFWP
1113
Mosaic Family Wealth Partners
Missouri
$245K +$250K +3,183 New
WBC
1114
West Branch Capital
Massachusetts
$244K +$236 +3 +0.1%
WAS
1115
Wealth Advisory Solutions
Indiana
$244K +$249K +3,168 New
RPWA
1116
Regent Peak Wealth Advisors
Georgia
$244K +$5.5K +70 +2%
WA
1117
Wealth Alliance
New York
$243K -$63.5K -808 -20%
CFO
1118
Cambient Family Office
Michigan
$243K -$21.1K -268 -8%
IC
1119
Inscription Capital
Texas
$243K +$247K +3,149 New
SB
1120
Strategic Blueprint
Georgia
$243K -$36.2K -461 -13%
DOA
1121
D'Orazio & Associates
Virginia
$243K +$11.9K +152 +5%
TTWM
1122
TCV Trust & Wealth Management
Virginia
$242K – – –
SFG
1123
Seamount Financial Group
Colorado
$241K -$23.6K -300 -9%
ACG
1124
Allen Capital Group
Nebraska
$241K +$14.5K +184 +6%
SCTC
1125
Sanibel Captiva Trust Company
Florida
$241K +$246K +3,128 New
43 44
45
46 47