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Loar Holdings
LOAR

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
251
MV Capital Management
Maryland
$1.13K +$892 +14 New
KFAS
252
Keating Financial Advisory Services
Kansas
$967 -$64 -1 -8%
RIL
253
Rothschild Investment LLC
Illinois
$967 +$765 +12 New
QWM
254
Quaker Wealth Management
New Jersey
$887 -$255 -4 -27%
PWA
255
Principia Wealth Advisory
Texas
$887 +$701 +11 New
TWD
256
True Wealth Design
Ohio
$887 +$701 +11 New
AWA
257
Acumen Wealth Advisors
Tennessee
$807 +$637 +10 New
RF
258
Rossby Financial
Florida
$806 -$1.02K -16 -62%
FFO
259
Fortitude Family Office
Arizona
$806 -$446 -7 -41%
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$645 – – –
AF
261
Advisornet Financial
Minnesota
$645 +$510 +8 New
MAM
262
Marquette Asset Management
Minnesota
$645 +$510 +8 New
TFA
263
Transamerica Financial Advisors
Florida
$564 +$255 +4 +133%
HIA
264
HFM Investment Advisors
New Jersey
$484 +$255 +4 +200%
AWM
265
Activest Wealth Management
Florida
$484 +$382 +6 New
SGFG
266
Silver Grove Financial Group
New York
$403 +$319 +5 New
JWA
267
JFS Wealth Advisors
Pennsylvania
$323 -$191 -3 -43%
DPW
268
DiNuzzo Private Wealth
Pennsylvania
$323 +$191 +3 +300%
CA
269
Clearstead Advisors
Ohio
$323 +$255 +4 New
CCMI
270
Creative Capital Management Investments
California
$322 +$255 +4 New
PMFA
271
Plante Moran Financial Advisors
Michigan
$322 +$255 +4 New
SIC
272
SJS Investment Consulting
Ohio
$242 +$64 +1 +50%
CCWM
273
Cassaday & Co Wealth Management
Virginia
$242 +$191 +3 New
WSFS
274
Wilmington Savings Fund Society
Delaware
$242 +$191 +3 New
SWM
275
SHP Wealth Management
Massachusetts
$161 -$319 -5 -71%
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