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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2401
LM Advisors
California
$938K +$365 +1 +0%
NFG
2402
Nadler Financial Group
Illinois
$937K +$3.65K +10 +0.4%
KA
2403
KLCM Advisors
Wisconsin
$937K +$73.1K +200 +9%
BOM
2404
Bank of Marin
California
$936K -$48.2K -132 -5%
DBG
2405
De Burlo Group
Massachusetts
$936K -$31.8K -87 -3%
PP
2406
Pacifica Partners
Canada
$935K – – –
FPW
2407
Flagship Private Wealth
Massachusetts
$933K +$889K +2,432 New
PWA
2408
Prairie Wealth Advisors
Nebraska
$932K +$887K +2,429 New
FAM
2409
Flaharty Asset Management
Florida
$930K -$9.86K -27 -1%
HGERS
2410
Householder Group Estate & Retirement Specialist
Arizona
$928K -$61.4K -168 -6%
KIA
2411
KLR Investment Advisors
Rhode Island
$928K +$24.5K +67 +2%
LA
2412
LexAurum Advisors
Kansas
$927K -$20.1K -55 -2%
DFA
2413
Davies Financial Advisors
California
$926K +$882K +2,414 New
SCI
2414
Stableford Capital II
Arizona
$926K -$57K -156 -6%
MPAM
2415
Murphy Pohlad Asset Management
Minnesota
$925K -$21.9K -60 -2%
MPM
2416
MBB Public Markets
Illinois
$924K +$880K +2,408 New
ACP
2417
Arcus Capital Partners
Georgia
$923K – – –
TWM
2418
TriaGen Wealth Management
California
$923K – – –
IRAG
2419
Investment Research & Advisory Group
Georgia
$921K – – –
OA
2420
Oxbow Advisors
Texas
$921K +$23K +63 +3%
PWP
2421
Precedent Wealth Partners
Texas
$919K +$392K +1,073 +81%
KIG
2422
Kennedy Investment Group
New Jersey
$919K +$20.5K +56 +2%
RB
2423
Renasant Bank
Mississippi
$918K -$731 -2 -0.1%
MA
2424
MBA Advisors
Pennsylvania
$918K +$44.9K +123 +5%
MHWM
2425
Montz Harcus Wealth Management
Louisiana
$917K +$35.1K +96 +4%
95 96
97
98 99