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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
4251
Shufro Rose & Co
New York
$405K – – –
SMCM
4252
Sky-Mountain Capital Management
Idaho
$405K – – –
OCM
4253
Objective Capital Management
Ohio
$405K -$11.1K -18 -3%
LODC
4254
Lanham O'Dell & Company
West Virginia
$404K -$14.8K -24 -4%
NOI
4255
Newton One Investments
Delaware
$404K +$618 +1 +0.2%
BWM
4256
Biltmore Wealth Management
Arizona
$404K -$17.9K -29 -5%
NI
4257
Natural Investments
California
$404K +$72.9K +118 +27%
PRP
4258
Peak Retirement Planning
Ohio
$404K +$44.5K +72 +15%
SLT
4259
St Louis Trust
Missouri
$402K – – –
SWG
4260
Summit Wealth Group
Vermont
$402K -$35.2K -57 -9%
KA
4261
Kooman & Associates
Pennsylvania
$402K +$9.27K +15 +3%
NIA
4262
NBZ Investment Advisors
Tennessee
$401K +$4.33K +7 +1%
OBWP
4263
O'Brien Wealth Partners
Massachusetts
$400K -$528K -855 -61%
UWP
4264
Uniting Wealth Partners
Kansas
$399K – – –
CWM
4265
Cahaba Wealth Management
Georgia
$399K -$221K -357 -40%
TWM
4266
TriaGen Wealth Management
California
$399K -$30.9K -50 -8%
AWA
4267
Adapt Wealth Advisors
Georgia
$398K -$6.18K -10 -2%
SCI
4268
Silver Coast Investments
United States
$398K – – –
TFG
4269
Taylor Financial Group
Virginia
$397K – – –
BDFN
4270
Bond & Devick Financial Network
Minnesota
$395K – – –
AIA
4271
Allied Investment Advisors
Montana
$395K +$28.4K +46 +9%
CP
4272
Castleview Partners
Texas
$394K +$330K +534 New
BWM
4273
BKM Wealth Management
Wisconsin
$393K – – –
BPC
4274
Bearing Point Capital
Minnesota
$393K +$329K +532 New
DWM
4275
Darwin Wealth Management
Florida
$392K -$45.1K -73 -12%
169 170
171
172 173