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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1626
1858 Wealth Management
Ohio
$210K – – –
SCP
1627
Shorepoint Capital Partners
Massachusetts
$209K +$195K +451 New
OPPS
1628
Obsidian Personal Planning Solutions
Maryland
$209K +$205K +474 New
DAM
1629
Doheny Asset Management
California
$209K +$195K +450 New
BBW
1630
Blue Barn Wealth
Utah
$209K -$29K -67 -13%
LPAM
1631
Lodestar Private Asset Management
California
$209K +$195K +450 New
SFC
1632
Sprinkle Financial Consultants
Colorado
$209K +$195K +450 New
SS
1633
Sunbelt Securities
Texas
$207K -$2.6K -6 -1%
WAM
1634
WNY Asset Management
New York
$206K +$192K +443 New
AHL
1635
Abel Hall LLC
Louisiana
$206K +$192K +443 New
FW
1636
FirstPurpose Wealth
Utah
$205K +$197K +456 New
KIG
1637
Kowal Investment Group
Wisconsin
$204K +$190K +439 New
BCM
1638
Boltwood Capital Management
California
$203K +$190K +438 New
SRC
1639
Sage Rhino Capital
California
$203K +$190K +438 New
FWA
1640
FSM Wealth Advisors
Ohio
$203K +$189K +437 New
SHF
1641
Stage Harbor Financial
Massachusetts
$203K +$189K +437 New
CA
1642
Carson Advisory
Georgia
$202K +$189K +436 New
FA
1643
Fiduciary Alliance
South Carolina
$201K +$187K +433 New
LWM
1644
LongView Wealth Management
Georgia
$200K +$187K +431 New
AAP
1645
Arax Advisory Partners
Colorado
$200K -$119K -275 -39%
BCMLT
1646
Beacon Capital Management LLC (Tennessee)
Tennessee
$199K +$42K +97 +29%
CTC
1647
Cetera Trust Company
Minnesota
$198K – – –
CAL
1648
Capital Advisors Ltd
Ohio
$195K +$4.76K +11 +3%
TF
1649
Tompkins Financial
New York
$187K -$54.6K -126 -24%
MCM
1650
MV Capital Management
Maryland
$180K -$3.46K -8 -2%
64 65
66
67 68