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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
2426
Whalen Wealth Management
Nevada
$917K +$97.3K +267 +11%
FFO
2427
Fortitude Family Office
Arizona
$914K -$783K -2,148 -44%
FSA
2428
Franklin Street Advisors
North Carolina
$912K -$157K -432 -13%
PCA
2429
Purkiss Capital Advisors
Connecticut
$912K -$120K -330 -11%
TBNY
2430
Trustco Bank (New York)
New York
$911K – – –
TIA
2431
Tiemann Investment Advisors
California
$908K +$36.4K +100 +4%
RLH
2432
RD Lewis Holdings
Florida
$907K -$29.2K -80 -3%
HNB
2433
Hilltop National Bank
Wyoming
$906K +$36.4K +100 +4%
SEP
2434
Southland Equity Partners
Missouri
$906K +$57.9K +159 +6%
GWS
2435
Greykasell Wealth Strategies
California
$906K -$97.3K -267 -9%
UW
2436
Unique Wealth
Florida
$906K +$170K +466 +20%
DWM
2437
Drive Wealth Management
Utah
$906K +$12K +33 +1%
TCM
2438
Tuttle Capital Management
Connecticut
$905K +$184K +504 +22%
OA
2439
Operose Advisors
Wisconsin
$904K -$50.3K -138 -5%
UWPG
2440
Ullmann Wealth Partners Group
Florida
$904K -$182K -500 -15%
NWA
2441
New World Advisors
Massachusetts
$902K +$141K +388 +16%
MPIA
2442
Mountain Pacific Investment Advisers
Idaho
$902K -$45.6K -125 -4%
WCM
2443
Windsor Capital Management
Arizona
$902K +$59K +162 +6%
OL
2444
OneFund LLC
Florida
$901K -$63.8K -175 -6%
OWM
2445
Orca Wealth Management
Florida
$901K – – –
MFWP
2446
Mosaic Family Wealth Partners
Missouri
$901K +$258K +707 +35%
FFG
2447
Floyd Financial Group
Missouri
$900K +$8.38K +23 +0.9%
DA
2448
Dougherty & Associates
Florida
$898K -$229K -628 -19%
EIA
2449
Edgemoor Investment Advisors
Maryland
$898K -$13.1K -36 -1%
FAFN
2450
First Affirmative Financial Network
Colorado
$898K +$995K +2,731 New
96 97
98
99 100