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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1626
Asset One Wealth Management
Washington
$364K +$17.9K +38 +5%
RCM
1627
Radnor Capital Management
Pennsylvania
$363K -$4.72K -10 -1%
CBA
1628
Coastal Bridge Advisors
Connecticut
$363K +$86.8K +184 +34%
BFWA
1629
Benchmark Financial Wealth Advisors
Florida
$362K +$117K +249 +52%
CAS
1630
Coppell Advisory Solutions
Texas
$362K +$4.25K +9 +1%
AWM
1631
Atticus Wealth Management
Florida
$362K -$33K -70 -9%
BWA
1632
BlueSky Wealth Advisors
North Carolina
$361K +$344K +729 New
FG
1633
Foster Group
Iowa
$359K +$80.2K +170 +31%
SWGC
1634
Summit Wealth Group (Colorado)
Colorado
$359K +$342K +724 New
4WM
1635
44 Wealth Management
Oregon
$359K +$12.3K +26 +4%
TWM
1636
Tradition Wealth Management
Minnesota
$359K +$16K +34 +5%
MIM
1637
MTM Investment Management
South Carolina
$358K -$2.83K -6 -0.8%
TA
1638
TrueWealth Advisors
Alabama
$356K +$11.8K +25 +4%
OWA
1639
Opal Wealth Advisors
New York
$354K +$3.3K +7 +1%
FHA
1640
Flagship Harbor Advisors
Massachusetts
$352K -$275K -582 -45%
SSWG
1641
Seven Springs Wealth Group
Tennessee
$351K – – –
WCAMG
1642
Woodard & Company Asset Management Group
North Carolina
$350K – – –
AF
1643
Atala Financial
California
$349K +$6.13K +13 +2%
PJSIMP
1644
P.J. Schmidt Investment Management (PJS)
Wisconsin
$347K -$94.4K -200 -22%
WHC
1645
Wulff, Hansen & Co
California
$347K -$20.8K -44 -6%
RYIA
1646
Roehl & Yi Investment Advisors
Oregon
$347K +$292K +618 +5%
CA
1647
Cornerstone Advisory
Maryland
$345K +$97.2K +206 +42%
TPWA
1648
TRUE Private Wealth Advisors
Oregon
$345K +$26.9K +57 +9%
GJWM
1649
Gilliland Jeter Wealth Management
Arkansas
$344K – – –
FWP
1650
FAS Wealth Partners
Kansas
$343K +$472 +1 +0.1%
64 65
66
67 68