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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2451
Eudaimonia Advisors
Tennessee
$656K +$20.4K +67 +3%
SIG
2452
Spinnaker Investment Group
California
$654K +$1.52K +5 +0.2%
OWA
2453
Octavia Wealth Advisors
Ohio
$653K -$25.9K -85 -4%
MPCL
2454
My Personal CFO LLC
Washington
$653K – – –
AIA
2455
Allied Investment Advisors
Montana
$651K -$2.13K -7 -0.3%
LGA
2456
Lebenthal Global Advisors
New York
$650K +$140K +458 +29%
PWM
2457
Peterson Wealth Management
Nevada
$649K -$5.18K -17 -0.8%
OFS
2458
OneAscent Financial Services
Alabama
$647K -$9.75K -32 -2%
HDIM
2459
Hanson & Doremus Investment Management
Vermont
$647K +$46.3K +152 +8%
MFS
2460
Madrona Financial Services
Washington
$646K -$48.7K -160 -7%
CWA
2461
Consilium Wealth Advisory
Texas
$646K +$57K +187 +10%
AP
2462
Adero Partners
California
$646K +$2.44K +8 +0.4%
DWM
2463
Defined Wealth Management
Oregon
$646K – – –
PD
2464
Planning Directions
Pennsylvania
$645K +$2.74K +9 +0.4%
AFT
2465
Alpha Family Trust
California
$644K +$142K +465 +30%
WAG
2466
Wallace Advisory Group
California
$643K +$620K +2,036 New
MWPCG
2467
Measured Wealth Private Client Group
New Hampshire
$642K – – –
ME
2468
McIlrath & Eck
Washington
$642K – – –
SL
2469
Stevard LLC
Illinois
$642K – – –
SFPG
2470
Stonebridge Financial Planning Group
Florida
$641K – – –
APW
2471
Acima Private Wealth
Virginia
$640K -$126K -415 -17%
WW
2472
Windle Wealth
Oklahoma
$639K +$617K +2,024 New
HIG
2473
Heritage Investment Group
Florida
$639K -$29.9K -98 -5%
BA
2474
Ballast Advisors
Minnesota
$639K -$85K -279 -12%
SIA
2475
Soltis Investment Advisors
Utah
$636K +$232K +761 +61%
97 98
99
100 101