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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3776
TriaGen Wealth Management
California
$1.11M -$130K -478 -10%
WMS
3777
Wealth Management Solutions
Pennsylvania
$1.11M -$23.9K -88 -2%
TC
3778
Tacita Capital
Ontario, Canada
$1.1M – – –
SWM
3779
SFG Wealth Management
Maryland
$1.1M +$3.26K +12 +0.3%
HFP
3780
Holistic Financial Partners
Indiana
$1.1M -$13.8K -51 -1%
WFA
3781
WMG Financial Advisors
Tennessee
$1.09M +$132K +487 +13%
1IA
3782
1620 Investment Advisors
Massachusetts
$1.09M -$731K -2,692 -39%
IFO
3783
Independent Family Office
New York
$1.09M +$85.2K +314 +8%
BI
3784
Bramshill Investments
Florida
$1.09M -$42.6K -157 -4%
OHU
3785
Odey Holdings (UK)
United Kingdom
$1.09M – – –
TF
3786
TLWM Financial
Texas
$1.08M -$16.8K -62 -1%
VBFP
3787
Valtinson Bruner Financial Planning
Minnesota
$1.08M -$3.53K -13 -0.3%
CFAM
3788
Coury Firm Asset Management
Pennsylvania
$1.08M – – –
OLVIG
3789
Oliver Lagore Vanvalin Investment Group
Michigan
$1.08M +$140K +515 +14%
VAFP
3790
Vahanian & Associates Financial Planning
New York
$1.08M -$324K -1,194 -22%
PGWM
3791
Pitti Group Wealth Management
New York
$1.08M -$65.7K -242 -5%
SFS
3792
Security Financial Services
Indiana
$1.08M -$14.7K -54 -1%
FA
3793
Fountainhead AM
New Jersey
$1.08M +$11.1K +41 +1%
LGA
3794
Lebenthal Global Advisors
New York
$1.08M +$360K +1,327 +46%
MM
3795
MQS Management
New York
$1.08M +$336K +1,237 +42%
RTL
3796
Red Tortoise LLC
Georgia
$1.07M – – –
IWA
3797
Inspirion Wealth Advisors
Illinois
$1.07M +$93.4K +344 +9%
MAWCM
3798
Mine & Arao Wealth Creation & Management
California
$1.07M +$14.4K +53 +1%
DSA
3799
Droms Strauss Advisors
Missouri
$1.06M -$120K -442 -10%
BA
3800
Bridge Advisory
California
$1.06M +$14.4K +53 +1%
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