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Name Holding Trade Value Shares
Change 		Change in
Stake
OCFG
5001
O'Connor Financial Group
Illinois
$1.24M +$92.5K +213 +9%
MBFW
5002
Morton Brown Family Wealth
Pennsylvania
$1.24M – – –
MFF
5003
Michels Family Financial
Texas
$1.24M -$22.6K -52 -2%
BC
5004
BIT Capital
Germany
$1.24M -$73.4K -169 -6%
KNFPWM
5005
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.24M +$95.1K +219 +10%
TFA
5006
TPG Financial Advisors
Oregon
$1.23M +$13.9K +32 +1%
FLFS
5007
Family Legacy Financial Solutions
North Carolina
$1.23M +$1.08M +2,481 New
BF
5008
Brooklyn FI
New York
$1.23M +$576K +1,327 +115%
MKW
5009
Mullaney, Keating & Wright
Connecticut
$1.23M -$8.69K -20 -0.8%
W
5010
WorthPointe
California
$1.23M -$292K -672 -21%
LAS
5011
Lloyd Advisory Services
Georgia
$1.23M +$61.7K +142 +6%
KV
5012
Kickstand Ventures
New York
$1.23M -$2.61K -6 -0.2%
VFG
5013
V2 Financial group
Illinois
$1.23M +$10.9K +25 +1%
HIM
5014
Hanlon Investment Management
New Jersey
$1.23M -$906K -2,087 -46%
SIMG
5015
Stephens Investment Management Group
Texas
$1.23M -$25.6K -59 -2%
IWP
5016
Insight Wealth Partners
Texas
$1.23M +$92.9K +214 +10%
PWM
5017
Provident Wealth Management
Tennessee
$1.23M -$109K -251 -9%
TC
5018
TAGStone Capital
North Carolina
$1.22M +$87.7K +202 +9%
SA
5019
Stewardship Advisors
Pennsylvania
$1.22M -$114K -262 -10%
RWM
5020
Raffa Wealth Management
District of Columbia
$1.22M +$166K +383 +19%
AWM
5021
Avaii Wealth Management
Wisconsin
$1.22M +$20K +46 +2%
CCA
5022
Covey Capital Advisors
Georgia
$1.22M – – –
CIA
5023
Caerus Investment Advisors
Texas
$1.22M – – –
SWP
5024
ShoreHaven Wealth Partners
New Jersey
$1.22M -$10.9K -25 -1%
TFO
5025
Timonier Family Office
North Carolina
$1.21M – – –
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