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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2426
Collaborative Wealth Management
Florida
$823K -$14.6K -47 -2%
HI
2427
Humankind Investments
New York
$823K +$34.4K +111 +5%
MWM
2428
Modern Wealth Management
Kansas
$823K +$735K +2,374 New
NRC
2429
New Republic Capital
North Carolina
$822K +$156K +505 +27%
FMTCOCP
2430
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$821K +$46.5K +150 +7%
HC
2431
Hamilton Capital
Ohio
$820K -$42.4K -137 -5%
OBWG
2432
Onyx Bridge Wealth Group
New York
$820K -$25.1K -81 -3%
TFA
2433
Trinity Financial Advisors
Ohio
$820K -$7.43K -24 -1%
GLLW
2434
Graves Light Lenhart Wealth
Virginia
$820K – – –
RWP
2435
Revolve Wealth Partners
New Jersey
$819K -$23.8K -77 -3%
TWA
2436
Talisman Wealth Advisors
New Jersey
$816K +$32.2K +104 +5%
SPWM
2437
Schrum Private Wealth Management
Florida
$816K -$335K -1,082 -31%
AWA
2438
Amplius Wealth Advisors
Pennsylvania
$814K +$35.6K +115 +5%
FNC
2439
First National Corp
Massachusetts
$814K -$3.72K -12 -0.5%
GJWM
2440
Gilliland Jeter Wealth Management
Arkansas
$814K +$727K +2,348 New
FFO
2441
Fortitude Family Office
Arizona
$813K +$726K +2,345 New
MCM
2442
Mainstay Capital Management
Michigan
$812K +$726K +2,343 New
MWM
2443
Mattern Wealth Management
Kansas
$811K +$50.2K +162 +7%
TFM
2444
TFC Financial Management
Massachusetts
$810K -$25.1K -81 -3%
KIG
2445
Kennedy Investment Group
New Jersey
$810K -$8.36K -27 -1%
OA
2446
Oxbow Advisors
Texas
$810K +$114K +368 +19%
DSN
2447
D. Scott Neal
Kentucky
$810K – – –
IA
2448
IFG Advisors
Missouri
$809K -$929 -3 -0.1%
FOA
2449
Five Oceans Advisors
California
$808K -$23.8K -77 -3%
FAM
2450
Family Asset Management
South Carolina
$804K +$12.4K +40 +2%
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98
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