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Name Holding Trade Value Shares
Change 		Change in
Stake
HP
4251
Highlander Partners
Texas
$317K – – –
NA
4252
Nordwand Advisors
Pennsylvania
$317K – – –
AWA
4253
Adapt Wealth Advisors
Georgia
$316K +$23.2K +36 +7%
NOI
4254
Newton One Investments
Delaware
$316K – – –
WMA
4255
Wealth Management Associates
New Jersey
$314K -$18.1K -28 -5%
SHFP
4256
Second Half Financial Partners
Florida
$314K -$87.1K -135 -20%
SLT
4257
St Louis Trust
Missouri
$314K +$352K +545 New
UWP
4258
Uniting Wealth Partners
Kansas
$312K -$46.5K -72 -12%
SCI
4259
Silver Coast Investments
United States
$311K -$12.9K -20 -4%
TFG
4260
Taylor Financial Group
Virginia
$310K +$12.9K +20 +4%
RMC
4261
Resources Management Corp
Connecticut
$310K -$25.8K -40 -7%
LHWM
4262
Lake Hills Wealth Management
Texas
$310K – – –
CAWM
4263
Capital A Wealth Management
Pennsylvania
$310K +$5.16K +8 +2%
HI
4264
HBK Investments
Texas
$310K +$346K +537 New
IPWA
4265
International Private Wealth Advisors
California
$309K -$6.45K -10 -2%
BCG
4266
Bravias Capital Group
New Jersey
$309K -$162K -251 -32%
NIA
4267
NBZ Investment Advisors
Tennessee
$309K +$12.3K +19 +4%
BA
4268
Bellwether Advisors
Nebraska
$308K – – –
BDFN
4269
Bond & Devick Financial Network
Minnesota
$308K -$51.6K -80 -13%
CFA
4270
Cahill Financial Advisors
Minnesota
$308K +$5.16K +8 +2%
JCM
4271
Janney Capital Management
Pennsylvania
$308K -$23.2K -36 -6%
RDFA
4272
Ritter Daniher Financial Advisory
Ohio
$308K +$41.3K +64 +14%
PA
4273
Promethium Advisors
Maryland
$307K -$326K -505 -49%
BWM
4274
BKM Wealth Management
Wisconsin
$307K -$8.39K -13 -2%
CCP
4275
Clarity Capital Partners
California
$307K -$29K -45 -8%
169 170
171
172 173