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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3126
Clearwater Capital Advisors
Illinois
$1.5M +$364K +589 +41%
MDA
3127
Minot DeBlois Advisors
Massachusetts
$1.49M -$74.8K -121 -6%
FSA
3128
Financial Security Advisor
Virginia
$1.49M -$76.6K -124 -6%
KW
3129
Keyvantage Wealth
Pennsylvania
$1.49M -$88.4K -143 -7%
DWM
3130
DecisionMap Wealth Management
Virginia
$1.49M -$117K -190 -9%
CWM
3131
Cadence Wealth Management
Massachusetts
$1.49M +$3.71K +6 +0.3%
CCP
3132
Cassia Capital Partners
North Carolina
$1.49M +$34K +55 +3%
WCM
3133
Winebrenner Capital Management
Kentucky
$1.49M – – –
LA
3134
Lifeworks Advisors
Michigan
$1.48M +$87.1K +141 +8%
BWG
3135
Berry Wealth Group
Texas
$1.48M +$94.5K +153 +8%
CMP
3136
Coston McIsaac & Partners
Maine
$1.48M -$11.7K -19 -0.9%
OCG
3137
Opus Capital Group
Ohio
$1.48M – – –
EWS
3138
Evergreen Wealth Solutions
Pennsylvania
$1.48M +$356K +576 +40%
FC
3139
Fusion Capital
South Carolina
$1.48M +$9.89K +16 +0.8%
DA
3140
DCF Advisers
Connecticut
$1.48M – – –
SCA
3141
Sassicaia Capital Advisers
New York
$1.48M +$4.94K +8 +0.4%
MCP
3142
Militia Capital Partners
Nevada
$1.48M +$247K +400 +25%
CWA
3143
Centerline Wealth Advisors
Kentucky
$1.47M -$11.7K -19 -0.9%
RA
3144
Riversedge Advisors
Delaware
$1.47M +$208K +337 +20%
FFA
3145
Frazier Financial Advisors
Ohio
$1.47M -$48.2K -78 -4%
LFS
3146
Legacy Financial Strategies
Kansas
$1.47M -$7.42K -12 -0.6%
BIM
3147
Baldwin Investment Management
Pennsylvania
$1.47M -$12.4K -20 -1%
CFG
3148
Carr Financial Group
Massachusetts
$1.46M +$80.3K +130 +7%
PS
3149
Planned Solutions
California
$1.46M +$7.42K +12 +0.6%
FFG
3150
Fiduciary Financial Group
California
$1.46M +$39.5K +64 +3%
124 125
126
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