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Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
3001
Michels Family Financial
Texas
$1.8M +$112K +167 +7%
LA
3002
Lifeworks Advisors
Michigan
$1.8M +$188K +282 +12%
BOPW
3003
Brandywine Oak Private Wealth
Pennsylvania
$1.8M +$99.5K +149 +6%
SWM
3004
Silverlake Wealth Management
Vermont
$1.8M -$46.7K -70 -3%
CA
3005
COFG Advisors
Illinois
$1.8M +$1.82M +2,723 New
AWM
3006
Atticus Wealth Management
Florida
$1.8M +$96.2K +144 +6%
BCPWM
3007
Bradley & Co Private Wealth Management
Florida
$1.79M – – –
BCM
3008
Barden Capital Management
Texas
$1.79M +$214K +320 +13%
EFM
3009
Eley Financial Management
Vermont
$1.79M -$11.4K -17 -0.6%
SRC
3010
Sage Rhino Capital
California
$1.79M -$85.5K -128 -5%
CAM
3011
Costello Asset Management
Pennsylvania
$1.78M +$5.34K +8 +0.3%
PWP
3012
Ponta Wealth Partners
Florida
$1.78M +$1.8M +2,702 New
AIP
3013
Almanack Investment Partners
Pennsylvania
$1.78M -$110K -165 -6%
RA
3014
RoundAngle Advisors
New Jersey
$1.78M +$108K +162 +6%
SFGM
3015
Stonebridge Financial Group (Missouri)
Missouri
$1.77M +$1.79M +2,685 New
AFW
3016
Avantra Family Wealth
Pennsylvania
$1.76M +$668 +1 +0%
BAM
3017
BOS Asset Management
Illinois
$1.76M – – –
LCM
3018
LCM Capital Management
Illinois
$1.76M -$238K -357 -12%
WF
3019
Wayfinding Financial
Washington
$1.75M -$8.68K -13 -0.5%
JF
3020
JMN Financial
Ohio
$1.75M +$1.77M +2,656 New
AW
3021
Atlas Wealth
Ohio
$1.75M -$234K -350 -12%
SWP
3022
Stone Wealth Partners
Louisiana
$1.75M +$1.77M +2,654 New
MWM
3023
McNaughton Wealth Management
California
$1.75M +$268K +402 +18%
DAL
3024
Delta Accumulation LLC
California
$1.75M – – –
CIAS
3025
CFS Investment Advisory Services
New Jersey
$1.75M -$32.7K -49 -2%
119 120
121
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