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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1851
First Horizon Advisors
Tennessee
$624K +$210K +601 +52%
SW
1852
SkyOak Wealth
Michigan
$623K – – –
TF
1853
Trek Financial
Arizona
$621K +$298K +855 +96%
HGWM
1854
Horst & Graben Wealth Management
Oregon
$620K – – –
CFO
1855
CVA Family Office
Colorado
$616K +$246K +705 +69%
WKWM
1856
Walter & Keenan Wealth Management
Indiana
$615K +$20.2K +58 +3%
PPP
1857
Private Portfolio Partners
New Jersey
$613K +$29.3K +84 +5%
EPWM
1858
Essex Private Wealth Management
Massachusetts
$611K -$10.5K -30 -2%
ED
1859
Exane Derivatives
France
$610K +$46.1K +132 +8%
RW
1860
REDW Wealth
New Mexico
$608K -$4.19K -12 -0.7%
TFS
1861
TrustCore Financial Services
Tennessee
$608K -$3.49K -10 -0.6%
C1AG
1862
Client 1st Advisory Group
Florida
$608K +$1.4K +4 +0.2%
LF
1863
LifeSteps Financial
California
$607K +$163K +467 +38%
VC
1864
Vicus Capital
Pennsylvania
$603K +$14K +40 +2%
TFM
1865
TFC Financial Management
Massachusetts
$601K -$10.5K -30 -2%
TWA
1866
TCI Wealth Advisors
Arizona
$600K +$12.2K +35 +2%
VWA
1867
Visionary Wealth Advisors
Illinois
$599K -$23.4K -67 -4%
AWS
1868
AJ Wealth Strategies
New York
$595K -$105K -300 -15%
SAM
1869
SP Asset Management
California
$595K +$698 +2 +0.1%
CPA
1870
Capital Planning Advisors
California
$592K +$348K +998 +150%
HPC
1871
Hobart Private Capital
North Carolina
$590K -$4.19K -12 -0.7%
DI
1872
Diligent Investors
California
$585K -$48.8K -140 -8%
RCM
1873
Radnor Capital Management
Pennsylvania
$584K – – –
T
1874
TRUADVICE
Florida
$583K -$34.5K -99 -6%
WCM
1875
WealthBridge Capital Management
Ohio
$581K -$13.3K -38 -2%
73 74
75
76 77