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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2601
Kaydan Wealth Management
Michigan
$470K -$694 -2 -0.1%
SFP
2602
Sandbox Financial Partners
Maryland
$469K -$193K -556 -26%
FB
2603
First Bancorp
Maine
$469K -$1.73K -5 -0.3%
ERWM
2604
Elk River Wealth Management
Colorado
$469K – – –
WC
2605
Weil Company
California
$468K -$31.9K -92 -6%
TWM
2606
Thrive Wealth Management
Pennsylvania
$468K +$31.2K +90 +6%
MFC
2607
Morris Financial Concepts
South Carolina
$466K -$1.73K -5 -0.3%
AP
2608
Adero Partners
California
$466K +$53.8K +155 +11%
SSCA
2609
South Shore Capital Advisors
Massachusetts
$466K +$540K +1,557 New
SAM
2610
SignalPoint Asset Management
Missouri
$465K +$10.1K +29 +2%
AWC
2611
Abundance Wealth Counselors
Pennsylvania
$465K +$538K +1,552 New
MIS
2612
Morningstar Investment Services
Illinois
$464K -$18.1M -52,296 -97%
MFT
2613
Moisand Fitzgerald Tamayo
Florida
$464K -$418K -1,204 -44%
BAM
2614
Bellevue Asset Management
Washington
$464K +$347 +1 +0.1%
KA
2615
Keene & Associates
Texas
$464K +$20.8K +60 +4%
CF
2616
Corrigan Financial
Rhode Island
$463K +$1.04K +3 +0.2%
IWP
2617
Insight Wealth Partners
Texas
$459K -$106K -305 -17%
RRWA
2618
Rainey & Randall Wealth Advisors
Florida
$459K +$2.08K +6 +0.4%
PWA
2619
Primoris Wealth Advisors
Florida
$458K – – –
BAM
2620
Brave Asset Management
New Jersey
$457K +$21.9K +63 +4%
PL
2621
Pluribus Labs
California
$457K +$202K +582 +62%
BI
2622
Bramshill Investments
Florida
$456K -$345K -995 -39%
GCA
2623
Genesee Capital Advisors
New York
$455K +$56.9K +164 +12%
ABLA
2624
Alan B. Lancz & Associates
Ohio
$454K – – –
RWP
2625
Revolve Wealth Partners
New Jersey
$452K +$53.8K +155 +11%
103 104
105
106 107