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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2176
Triangle Securities Wealth Management
North Carolina
$712K -$25.1K -54 -4%
LEA
2177
Legacy Edge Advisors
New York
$710K – – –
MF
2178
Montis Financial
Massachusetts
$705K +$279K +600 +73%
SDWIA
2179
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$703K +$9.3K +20 +1%
WFMPM
2180
Woodley Farra Manion Portfolio Management
Indiana
$703K +$6.51K +14 +1%
APA
2181
Astoria Portfolio Advisors
New York
$701K -$7.91K -17 -1%
AAS
2182
Annex Advisory Services
Wisconsin
$699K -$16.7K -36 -2%
RWA
2183
Redhawk Wealth Advisors
Minnesota
$698K -$99.1K -213 -13%
LWM
2184
Laidlaw Wealth Management
New York
$698K +$65.6K +141 +11%
AWA
2185
Amplius Wealth Advisors
Pennsylvania
$695K -$2.33K -5 -0.4%
DOA
2186
D'Orazio & Associates
Virginia
$694K +$15.8K +34 +2%
OWP
2187
ORG Wealth Partners
Texas
$694K +$653K +1,404 New
SW
2188
SkyOak Wealth
Michigan
$691K – – –
RMAM
2189
Raab & Moskowitz Asset Management
New Jersey
$690K +$9.3K +20 +1%
AWM
2190
Atticus Wealth Management
Florida
$690K -$37.7K -81 -5%
SFC
2191
SYM Financial Corp
Indiana
$688K +$84.2K +181 +15%
MFC
2192
Morris Financial Concepts
South Carolina
$688K -$41.4K -89 -6%
UAML
2193
US Asset Management LLC
Pennsylvania
$686K -$1.86K -4 -0.3%
S
2194
Sunpointe
Missouri
$685K +$29.8K +64 +5%
AWM
2195
Alterna Wealth Management
Texas
$684K +$14.4K +31 +2%
BFS
2196
Baskin Financial Services
Ontario, Canada
$681K – – –
GHA
2197
Granite Harbor Advisors
Texas
$681K +$80.5K +173 +14%
AFP
2198
Ausdal Financial Partners
Iowa
$677K +$30.2K +65 +5%
CPRC
2199
Consolidated Portfolio Review Corp
New York
$676K +$3.72K +8 +0.6%
CHP
2200
Cable Hill Partners
Oregon
$676K +$53.9K +116 +9%
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