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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2176
Orion Capital Management
California
$398K -$51.2K -141 -11%
MG
2177
Marex Group
$396K -$655K -1,803 -62%
MW
2178
MBL Wealth
North Carolina
$395K -$2.91K -8 -0.7%
WCWM
2179
Willow Creek Wealth Management
California
$395K – – –
LFG
2180
Larson Financial Group
Missouri
$394K +$136K +374 +53%
CCM
2181
Consolidated Capital Management
California
$392K -$19.6K -54 -5%
WDG
2182
Wealth Dimensions Group
Ohio
$392K -$169K -465 -30%
DWP
2183
Destiny Wealth Partners
Florida
$392K +$5.08K +14 +1%
AA
2184
Auxano Advisors
Washington
$392K -$1.09K -3 -0.3%
NAM
2185
NTV Asset Management
West Virginia
$390K +$18.9K +52 +5%
HGWM
2186
Horst & Graben Wealth Management
Oregon
$388K -$196K -540 -34%
LWA
2187
Lineweaver Wealth Advisors
Ohio
$388K +$8.35K +23 +2%
GSEP
2188
Golden State Equity Partners
California
$387K +$387K +1,066 New
SAM
2189
Summit Asset Management
Tennessee
$387K – – –
PFG
2190
Prosperity Financial Group
California
$387K +$3.27K +9 +0.9%
LF
2191
Lantz Financial
Illinois
$386K -$25.1K -69 -6%
GAA
2192
Global Assets Advisory
Florida
$385K +$2.54K +7 +0.7%
OFS
2193
OneAscent Financial Services
Alabama
$382K -$66.1K -182 -15%
SAMT
2194
Select Asset Management & Trust
Pennsylvania
$382K +$20K +55 +6%
ST
2195
Somerset Trust
Pennsylvania
$381K +$1.82K +5 +0.5%
CHP
2196
Cable Hill Partners
Oregon
$381K +$95.5K +263 +34%
DTC
2197
Davidson Trust Company
Washington
$380K +$380K +1,047 New
MPI
2198
Mairs & Power Inc
Minnesota
$380K +$113K +311 +42%
RFN
2199
Redwood Financial Network
Ohio
$379K – – –
RCA
2200
Resonant Capital Advisors
Wisconsin
$379K +$53.8K +148 +17%
86 87
88
89 90