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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1726
Investment Partners
Ohio
$1.23M -$163K -1,615 -16%
FFA
1727
Founders Financial Alliance
North Carolina
$1.23M +$6.78K +67 +0.8%
CG
1728
Curat Global
New Hampshire
$1.23M -$1.02M -10,095 -72%
HW
1729
HORAN Wealth
Ohio
$1.23M +$888K +8,785 New
OAM
1730
Occidental Asset Management
California
$1.23M +$286K +2,829 +48%
PWP
1731
Ponta Wealth Partners
Florida
$1.22M +$885K +8,748 New
ZI
1732
ZEGA Investments
Florida
$1.22M +$404 +4 +0%
SP
1733
Symmetry Partners
Connecticut
$1.22M +$191K +1,886 +28%
CST
1734
Charles Schwab Trust
Nevada
$1.22M +$884K +8,738 New
BMC
1735
Benin Management Corp
Connecticut
$1.22M -$55.6K -550 -6%
TAFW
1736
Tred Avon Family Wealth
Maryland
$1.22M -$188K -1,859 -18%
HWA
1737
Heritage Wealth Advisors
Virginia
$1.21M – – –
CWM
1738
Concentrum Wealth Management
California
$1.21M -$161K -1,592 -15%
SMWM
1739
Silvia McColl Wealth Management
California
$1.21M – – –
VWA
1740
VERITY Wealth Advisors
United States
$1.21M +$24K +237 +3%
LCM
1741
LCM Capital Management
Illinois
$1.21M -$20.4K -202 -2%
TWP
1742
Triad Wealth Partners
Kansas
$1.21M +$246K +2,435 +22%
AWMT
1743
AAFMAA Wealth Management & Trust
North Carolina
$1.21M -$123K -1,215 -12%
HCMT
1744
Highland Capital Management (Tennessee)
Tennessee
$1.21M +$2.53K +25 +0.3%
SA
1745
Strategic Advisors
New York
$1.21M +$873K +8,637 New
OPOWM
1746
One Plus One Wealth Management
Florida
$1.21M +$873K +8,631 New
AWM
1747
Ariadne Wealth Management
California
$1.2M -$443K -4,376 -34%
VA
1748
Valmark Advisers
Ohio
$1.2M -$50.9K -503 -6%
IAAG
1749
Innovative Asset Advisors Group
Connecticut
$1.2M +$50.5K +499 +6%
TTWM
1750
TCV Trust & Wealth Management
Virginia
$1.2M -$1.01K -10 -0.1%
68 69
70
71 72