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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
5326
Benson Wealth Management
Tennessee
$1.22M +$1.26M +2,521 New
WMS
5327
Wealth Management Strategies
Pennsylvania
$1.22M -$2K -4 -0.2%
CAP
5328
Columbia Advisory Partners
Washington
$1.22M -$30.6K -61 -2%
CWMA
5329
Capstone Wealth Management (Alabama)
Alabama
$1.21M +$50.1K +100 +4%
SAM
5330
Stembrook Asset Management
New Jersey
$1.21M +$1.26M +2,510 New
ODA
5331
One Degree Advisors
California
$1.21M -$71.2K -142 -5%
PWM
5332
Provident Wealth Management
Tennessee
$1.21M – – –
SG
5333
Sharper & Granite
California
$1.21M -$2.51K -5 -0.2%
CI
5334
Corient IA
Florida
$1.21M – – –
IC
5335
Inkwell Capital
Florida
$1.21M -$14K -28 -1%
SWP
5336
ShoreHaven Wealth Partners
New Jersey
$1.21M -$326K -650 -21%
WSA
5337
Wealth Science Advisors
Georgia
$1.2M +$1.25M +2,491 New
OCFG
5338
O'Connor Financial Group
Illinois
$1.2M +$21.5K +43 +2%
PA
5339
Persium Advisors
Georgia
$1.2M +$79.2K +158 +7%
DC
5340
Dorval Corp
Minnesota
$1.2M -$43.1K -86 -3%
CWR
5341
Chico Wealth RIA
California
$1.2M +$156K +311 +14%
NWA
5342
Navis Wealth Advisors
New York
$1.2M +$324K +647 +35%
GC
5343
Granville Capital
North Carolina
$1.2M +$1.24M +2,475 New
FPN
5344
Financial Planning Navigators
Minnesota
$1.2M +$1.24M +2,474 New
DWMS
5345
Dominguez Wealth Management Solutions
Virginia
$1.19M +$81.7K +163 +7%
PC
5346
Parrish Capital
Georgia
$1.19M +$1.23M +2,462 New
NBWM
5347
North Berkeley Wealth Management
California
$1.19M -$58.1K -116 -4%
SHWA
5348
Safe Harbor Wealth Advisors
Ohio
$1.19M +$1.48M +2,959 New
MSA
5349
Marathon Strategic Advisors
Pennsylvania
$1.19M +$530K +1,057 +75%
AA
5350
AJ Advisors
Tennessee
$1.19M -$49.6K -99 -4%
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