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Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2301
MGO Private Wealth
California
$291K – – –
KWM
2302
Kaydan Wealth Management
Michigan
$291K +$5.6K +17 +2%
LWM
2303
Lodestone Wealth Management
Washington
$291K +$276K +838 New
CWA
2304
Canvas Wealth Advisors
Kansas
$291K +$260K +789 New
FSC
2305
Full Sail Capital
Oklahoma
$290K +$987 +3 +0.4%
MWA
2306
Motive Wealth Advisors
Michigan
$290K +$275K +834 New
GAG
2307
Goodman Advisory Group
Massachusetts
$290K -$7.9K -24 -3%
DIP
2308
DT Investment Partners
Pennsylvania
$289K – – –
SPP
2309
Single Point Partners
Massachusetts
$288K -$38.2K -116 -12%
AWC
2310
Abundance Wealth Counselors
Pennsylvania
$288K +$21.7K +66 +9%
FFA
2311
Farther Finance Advisors
California
$288K +$273K +828 New
FCA
2312
FinTrust Capital Advisors
South Carolina
$287K -$79K -240 -23%
TFA
2313
Transamerica Financial Advisors
Florida
$287K +$65.5K +199 +32%
JIC
2314
Joel Isaacson & Co
New York
$286K +$11.5K +35 +4%
FC
2315
Financial Council
Maryland
$286K -$5.6K -17 -2%
WDC
2316
Woodward Diversified Capital
California
$286K -$329 -1 -0.1%
NL
2317
Navalign LLC
California
$286K – – –
OFS
2318
Oldfather Financial Services
Nebraska
$285K -$230K -700 -46%
TNA
2319
True North Advisors
Texas
$285K +$1.65K +5 +0.6%
FPWM
2320
FSB Premier Wealth Management
Iowa
$284K -$139K -422 -34%
HA
2321
Hamel Associates
New Jersey
$283K -$11.5K -35 -4%
LFG
2322
Lockerman Financial Group
California
$283K +$268K +815 New
NCM
2323
Noesis Capital Mangement
Florida
$283K +$7.9K +24 +3%
TS
2324
Tamar Securities
California
$282K -$1.32K -4 -0.5%
WBG
2325
Wharton Business Group
Pennsylvania
$282K – – –
91 92
93
94 95