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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2251
Prestige Wealth Management Group
New Jersey
$212K -$21K -63 -10%
AFM
2252
Andesa Financial Management
Pennsylvania
$212K -$19K -57 -9%
SWP
2253
Strategic Wealth Partners
Ohio
$212K – – –
CWP
2254
Concord Wealth Partners
Virginia
$212K +$198K +595 New
BDF
2255
Black Diamond Financial
Maryland
$211K -$4.33K -13 -2%
LWP
2256
Legacy Wealth Planning
Nevada
$211K – – –
PD
2257
Planning Directions
Pennsylvania
$211K – – –
LB
2258
Leo Brokerage
Texas
$211K +$197K +592 New
CA
2259
Crewe Advisors
Utah
$210K +$20K +60 +11%
CC
2260
Centiva Capital
New York
$209K -$978K -2,939 -83%
CPIA
2261
Cornell Pochily Investment Advisors
New York
$209K +$195K +585 New
AIA
2262
AIMZ Investment Advisors
California
$208K +$194K +584 New
TEC
2263
Tiger Eye Capital
Tennessee
$207K -$27.4M -82,408 -99%
APA
2264
Allegiant Private Advisors
Florida
$207K +$193K +581 New
M
2265
MOTCO
Texas
$205K +$1.33K +4 +0.7%
CCM
2266
Compton Capital Management
Rhode Island
$205K +$191K +575 New
WIA
2267
World Investment Advisors
California
$205K +$200K +601 New
KPWG
2268
KFA Private Wealth Group
Virginia
$204K -$34.6K -104 -15%
ACM
2269
Allred Capital Management
Texas
$204K +$191K +573 New
BHBT
2270
Burke & Herbert Bank & Trust
Virginia
$203K +$189K +568 New
OWA
2271
Opal Wealth Advisors
New York
$203K +$189K +569 New
PFA
2272
Pure Financial Advisors
California
$203K +$190K +570 New
RGC
2273
Roberts, Glore & Co
Illinois
$203K +$190K +571 New
LAM
2274
Lountzis Asset Management
Pennsylvania
$202K – – –
FAT
2275
First American Trust
California
$200K -$69.2K -208 -27%
89 90
91
92 93