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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2401
Tyler-Stone Wealth Management
Ohio
$1.03M -$6.63K -17 -0.6%
RCA
2402
Ranch Capital Advisors
Florida
$1.03M -$143K -368 -12%
COCM
2403
Charter Oak Capital Management
New Hampshire
$1.03M +$3.51K +9 +0.3%
AA
2404
Aire Advisors
California
$1.02M -$98.2K -252 -8%
IPW
2405
Impact Partnership Wealth
Georgia
$1.02M -$606K -1,554 -36%
BF
2406
Brucke Financial
Indiana
$1.02M -$81.5K -209 -7%
FWM
2407
Fingerlakes Wealth Management
New York
$1.02M -$74.4K -191 -6%
RGC
2408
Roberts, Glore & Co
Illinois
$1.02M – – –
WPW
2409
Waldron Private Wealth
Pennsylvania
$1.01M -$2.68M -6,878 -71%
OFO
2410
OneAscent Family Office
Alabama
$1.01M +$639K +1,640 +147%
CL
2411
CVFG LLC
Indiana
$1.01M – – –
GHAM
2412
Gilman Hill Asset Management
Connecticut
$1.01M -$3.9K -10 -0.4%
LSA
2413
Lansing Street Advisors
Pennsylvania
$1.01M -$14K -36 -1%
CCP
2414
Cassia Capital Partners
North Carolina
$1.01M +$56.9K +146 +6%
TIA
2415
Tiemann Investment Advisors
California
$1.01M -$29.2K -75 -3%
SRL
2416
Scientech Research LLC
New Jersey
$1.01M +$195K +500 +22%
SIAG
2417
Safeguard Investment Advisory Group
California
$1.01M +$223K +572 +26%
CGH
2418
CMG Global Holdings
Texas
$1M – – –
AGP
2419
Aspire Growth Partners
Florida
$1M +$21.4K +55 +2%
CIEC
2420
Crédit Industriel et Commercial
France
$1M +$1.07M +2,738 New
GM
2421
GeoWealth Management
Illinois
$1M -$774K -1,985 -42%
CCG
2422
Coastwise Capital Group
California
$1M +$567K +1,455 +114%
TF
2423
Trek Financial
Arizona
$1,000K -$95.1K -244 -8%
PAA
2424
Peregrine Asset Advisers
Oregon
$999K -$67K -172 -6%
OWM
2425
Orca Wealth Management
Florida
$999K +$25.3K +65 +2%
95 96
97
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