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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2251
O'Brien Wealth Partners
Massachusetts
$213K +$200K +600 New
BAM
2252
Bellevue Asset Management
Washington
$212K -$33.3K -100 -13%
PWMG
2253
Prestige Wealth Management Group
New Jersey
$212K -$21K -63 -10%
AFM
2254
Andesa Financial Management
Pennsylvania
$212K -$19K -57 -9%
SWP
2255
Strategic Wealth Partners
Ohio
$212K – – –
CWP
2256
Concord Wealth Partners
Virginia
$212K +$198K +595 New
BDF
2257
Black Diamond Financial
Maryland
$211K -$4.33K -13 -2%
LWP
2258
Legacy Wealth Planning
Nevada
$211K – – –
PD
2259
Planning Directions
Pennsylvania
$211K – – –
LB
2260
Leo Brokerage
Texas
$211K +$197K +592 New
CA
2261
Crewe Advisors
Utah
$210K +$20K +60 +11%
CC
2262
Centiva Capital
New York
$209K -$978K -2,939 -83%
CPIA
2263
Cornell Pochily Investment Advisors
New York
$209K +$195K +585 New
AIA
2264
AIMZ Investment Advisors
California
$208K +$194K +584 New
TEC
2265
Tiger Eye Capital
Tennessee
$207K -$27.4M -82,408 -99%
APA
2266
Allegiant Private Advisors
Florida
$207K +$193K +581 New
M
2267
MOTCO
Texas
$205K +$1.33K +4 +0.7%
CCM
2268
Compton Capital Management
Rhode Island
$205K +$191K +575 New
WIA
2269
World Investment Advisors
California
$205K +$200K +601 New
KPWG
2270
KFA Private Wealth Group
Virginia
$204K -$34.6K -104 -15%
ACM
2271
Allred Capital Management
Texas
$204K +$191K +573 New
BHBT
2272
Burke & Herbert Bank & Trust
Virginia
$203K +$189K +568 New
OWA
2273
Opal Wealth Advisors
New York
$203K +$189K +569 New
PFA
2274
Pure Financial Advisors
California
$203K +$190K +570 New
RGC
2275
Roberts, Glore & Co
Illinois
$203K +$190K +571 New
89 90
91
92 93