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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3626
Opes Wealth Management
California
$873K +$27.8K +45 +4%
VAF
3627
Values Added Financial
District of Columbia
$872K +$5.56K +9 +0.8%
MWM
3628
MGB Wealth Management
Texas
$871K -$37.1K -60 -5%
LFG
3629
Lockerman Financial Group
California
$867K +$181K +293 +33%
PW
3630
PUREfi Wealth
Massachusetts
$865K +$59.3K +96 +9%
MAS
3631
MPWM Advisory Solutions
Georgia
$863K -$618 -1 -0.1%
ACS
3632
Archford Capital Strategies
Illinois
$862K -$13K -21 -2%
FUBT
3633
First United Bank & Trust
Maryland
$861K – – –
GFG
3634
Grantvest Financial Group
New Jersey
$859K – – –
KFI
3635
Key Financial Inc
Pennsylvania
$859K +$9.89K +16 +1%
AWM
3636
Aberdeen Wealth Management
Illinois
$858K +$30.9K +50 +2%
IMC
3637
Investment Management Corporation
Virginia
$857K +$11.7K +19 +2%
CWA
3638
Cura Wealth Advisors
Illinois
$856K +$6.18K +10 +0.9%
FWM
3639
FMB Wealth Management
California
$856K -$2.47K -4 -0.3%
FLP
3640
Financial Life Planners
Arizona
$855K +$1.24K +2 +0.2%
LCS
3641
Levin Capital Strategies
New York
$855K -$25.3K -41 -3%
PFM
3642
Phillips Financial Management
Indiana
$855K +$59.3K +96 +9%
AFM
3643
Abbot Financial Management
Massachusetts
$854K +$715K +1,157 New
TWM
3644
Trueblood Wealth Management
Ohio
$852K +$21K +34 +3%
PCM
3645
Park Capital Management
Wisconsin
$850K +$50.7K +82 +8%
SC
3646
Searle & Co
Connecticut
$850K – – –
WC
3647
Winmill & Co
New Hampshire
$849K – – –
AP
3648
Atwood & Palmer
Missouri
$847K +$20.4K +33 +3%
BBNB
3649
Baker Boyer National Bank
Washington
$844K -$26K -42 -4%
KPWM
3650
KDK Private Wealth Management
Texas
$844K +$89K +144 +14%
144 145
146
147 148