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Name Holding Trade Value Shares
Change 		Change in
Stake
DBIA
3251
Dumont & Blake Investment Advisors
New Jersey
$437K +$4.49K +11 +1%
AIM
3252
AHL Investment Management
Florida
$436K -$4.08K -10 -0.9%
CWG
3253
Crown Wealth Group
North Carolina
$436K +$9.4K +23 +2%
GPWA
3254
Great Point Wealth Advisors
Massachusetts
$436K – – –
RA
3255
Riversedge Advisors
Delaware
$435K +$48.6K +119 +12%
OFO
3256
OneAscent Family Office
Alabama
$435K +$457K +1,118 New
CH
3257
Canton Hathaway
Rhode Island
$434K – – –
SCM
3258
Sollinda Capital Management
Florida
$434K +$11K +27 +2%
QFPS
3259
Quantum Financial Planning Services
Washington
$434K +$455K +1,114 New
IF
3260
Intrua Financial
Texas
$432K -$80.1K -196 -15%
RIM
3261
RW Investment Management
Idaho
$432K +$15.9K +39 +4%
OPW
3262
Oxler Private Wealth
New York
$432K +$2.45K +6 +0.5%
IFS
3263
Ifrah Financial Services
Arkansas
$432K -$15.9K -39 -3%
ML
3264
Mayport LLC
Massachusetts
$432K +$4.9K +12 +1%
G
3265
GenTrust
Florida
$432K +$62.9K +154 +16%
MSA
3266
Marino Stram & Associates
Massachusetts
$431K +$10.2K +25 +2%
PAM
3267
Peak Asset Management
Colorado
$431K -$3.68K -9 -0.8%
MBI
3268
May Barnhard Investments
Maryland
$431K +$409 +1 +0.1%
CWA
3269
Consilio Wealth Advisors
Washington
$431K +$4.08K +10 +0.9%
HCM
3270
Hutchinson Capital Management
California
$430K +$409 +1 +0.1%
PMG
3271
Private Management Group
California
$430K +$18.4K +45 +4%
CPIA
3272
Cornell Pochily Investment Advisors
New York
$429K +$409 +1 +0.1%
PWMG
3273
Private Wealth Management Group
New Jersey
$428K – – –
CAM
3274
Cacti Asset Management
Georgia
$428K – – –
HWM
3275
Howard Wealth Management
Connecticut
$428K +$8.99K +22 +2%
129 130
131
132 133