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Name Holding Trade Value Shares
Change
Change in
Stake
FHWM
2951
Fox Hill Wealth Management
Massachusetts
$507K +$365 +1 +0.1%
ERIC
2952
Eagle Rock Investment Company
Georgia
$507K -$82.4K -226 -15%
FNWA
2953
Financial Network Wealth Advisors
Utah
$507K -$29.5K -81 -6%
B
2954
Bellecapital
Switzerland
$506K
OWG
2955
Oxford Wealth Group
Florida
$506K +$4.38K +12 +1%
VFP
2956
Verus Financial Partners
Virginia
$506K +$7.66K +21 +2%
RA
2957
Rise Advisors
New York
$505K -$11.7K -32 -3%
IIL
2958
Insight Inv LLC
California
$505K +$9.12K +25 +2%
OCM
2959
Objective Capital Management
Ohio
$504K +$454K +1,245 New
OAS
2960
Optivise Advisory Services
Tennessee
$504K -$80.2K -220 -15%
BCFD
2961
Boit C.F. David
$504K
FWM
2962
Forza Wealth Management
Florida
$502K +$19K +52 +4%
GFWA
2963
Grey Fox Wealth Advisors
Delaware
$502K +$7.66K +21 +2%
CCMI
2964
Creative Capital Management Investments
California
$501K
SPI
2965
Sutton Place Investors
New York
$501K +$33.2K +91 +8%
C1AG
2966
Client 1st Advisory Group
Florida
$501K +$206K +566 +84%
SWRP
2967
Summit Wealth & Retirement Planning
California
$500K -$19.7K -54 -4%
OLA
2968
Oliver Luxxe Assets
New Jersey
$498K -$12.8K -35 -3%
VBFG
2969
Vishria Bird Financial Group
Tennessee
$498K
ALC
2970
Alexander Labrunerie & Co
Missouri
$498K +$88.6K +243 +25%
IF
2971
IRON Financial
Illinois
$497K -$6.93K -19 -2%
FFA
2972
Frazier Financial Advisors
Ohio
$497K -$17.5K -48 -4%
WFA
2973
Wellspring Financial Advisors
Ohio
$496K +$74.8K +205 +20%
LIG
2974
Lokken Investment Group
Delaware
$496K -$729 -2 -0.2%
2L
2975
25 LLC
Missouri
$495K +$7.29K +20 +2%