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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2626
Cahill Financial Advisors
Minnesota
$749K +$1.09K +3 +0.1%
MFS
2627
Miller Financial Services
Michigan
$749K +$129K +355 +18%
CWA
2628
Canvas Wealth Advisors
Kansas
$746K -$19.7K -54 -2%
4WM
2629
49 Wealth Management
Texas
$746K +$430K +1,179 +108%
OKSA
2630
O'Keefe Stevens Advisory
New York
$746K +$826K +2,267 New
IGGA
2631
Iron Gate Global Advisors
Utah
$746K +$112K +306 +16%
TW
2632
ticino wealth
California
$745K -$289K -794 -28%
PIA
2633
Powell Investment Advisors
Florida
$743K – – –
PCM
2634
Park Capital Management
Wisconsin
$743K -$63.8K -175 -7%
MLFP
2635
MPS Loria Financial Planners
Illinois
$743K +$729 +2 +0.1%
CMI
2636
Clare Market Investments
Texas
$741K +$821K +2,252 New
WF
2637
Wayfinding Financial
Washington
$740K +$24.8K +68 +3%
TIM
2638
Tevis Investment Management
Texas
$738K -$79.1K -217 -9%
GP
2639
GLR Partners
Maryland
$734K +$813K +2,231 New
BEW
2640
Burton Enright Welch
California
$733K +$91.5K +251 +13%
YIM
2641
Yoffe Investment Management
Pennsylvania
$732K – – –
AWMG
2642
Alliance Wealth Management Group
New Jersey
$731K +$204K +560 +34%
1W
2643
1776 Wealth
Georgia
$729K – – –
TLP
2644
Trinity Legacy Partners
Texas
$729K -$3.56M -9,763 -82%
SFGP
2645
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$729K +$76.5K +210 +10%
FSAG
2646
Financial Solutions Advisory Group
Illinois
$729K +$808K +2,216 New
LWM
2647
Liberty Wealth Management
California
$729K +$32.1K +88 +4%
UIM
2648
Unified Investment Management
Georgia
$728K +$4.01K +11 +0.5%
LA
2649
LexAurum Advisors
Kansas
$728K +$806K +2,213 New
FMP
2650
Financial Management Professionals
Texas
$727K -$10.9K -30 -1%
104 105
106
107 108