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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2151
Liberty Wealth Management
California
$638K -$5.81K -87 -1%
MWM
2152
Maridea Wealth Management
New York
$636K +$593K +8,882 New
JWM
2153
Jeppson Wealth Management
California
$635K -$3.94K -59 -0.7%
T
2154
Transce3nd
Texas
$635K -$40.8K -611 -6%
TWP
2155
Triad Wealth Partners
Kansas
$634K +$57.7K +864 +11%
BFA
2156
Buttonwood Financial Advisors
Maryland
$634K -$2.14K -32 -0.4%
CS
2157
Crescent Sterling
Louisiana
$633K -$9.62K -144 -2%
OWA
2158
Octavia Wealth Advisors
Ohio
$633K -$965K -14,454 -62%
FB
2159
First Bancorp
Maine
$633K – – –
BFG
2160
Birch Financial Group
New Hampshire
$632K +$265K +3,964 +82%
MWA
2161
Monograph Wealth Advisors
California
$631K -$50.5K -756 -8%
MWM
2162
Mattern Wealth Management
Kansas
$631K +$6.75K +101 +1%
LFA
2163
Laraway Financial Advisors
Minnesota
$630K -$13.4K -200 -2%
RWP
2164
Revolve Wealth Partners
New Jersey
$629K -$868 -13 -0.1%
EP
2165
Edgestream Partners
New Jersey
$628K +$586K +8,770 New
QPWM
2166
Quadrant Private Wealth Management
Pennsylvania
$628K +$59.8K +895 +11%
EPIME
2167
Evelyn Partners Investment Management (Europe)
$628K -$75.5K -1,130 -11%
NRC
2168
New Republic Capital
North Carolina
$625K +$9.28K +139 +2%
TT
2169
TI-Trust
Illinois
$624K -$60.8K -911 -9%
WMWM
2170
Wilkins Miller Wealth Management
Alabama
$624K – – –
JTWM
2171
Jackson Thornton Wealth Management
Alabama
$623K +$570K +8,539 New
FA
2172
Fagan Associates
New York
$623K – – –
MFF
2173
Michels Family Financial
Texas
$623K +$8.48K +127 +1%
DWMS
2174
Dominguez Wealth Management Solutions
Virginia
$622K -$9.68K -145 -2%
TNA
2175
True North Advisors
Texas
$621K +$6.61K +99 +1%
85 86
87
88 89