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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
5651
Objective Capital Management
Ohio
$604K -$52.2K -129 -7%
MWA
5652
Merkkuri Wealth Advisors
New York
$602K +$53K +131 +9%
BFA
5653
Bluestem Financial Advisors
Illinois
$601K -$10.9K -27 -2%
BAM
5654
Banta Asset Management
California
$601K +$115K +285 +21%
TFG
5655
Tull Financial Group
Virginia
$601K -$19.8K -49 -3%
PA
5656
Prosperity Advisers
Pennsylvania
$600K +$57K +141 +10%
PWA
5657
Primoris Wealth Advisors
Florida
$600K -$1.33M -3,291 -67%
SF
5658
Strategent Financial
Virginia
$598K -$19.8K -49 -3%
DMKJ
5659
David M. Knott Jr
$597K – – –
CSIA
5660
Carl Stuart Investment Advisor
Texas
$596K -$418K -1,034 -39%
ACM
5661
Alamar Capital Management
California
$595K – – –
FPCG
5662
Forum Private Client Group
Indiana
$595K +$15.4K +38 +2%
BFG
5663
Baron Financial Group
New Jersey
$595K -$5.66K -14 -0.9%
BSWM
5664
Boston Standard Wealth Management
Massachusetts
$594K +$7.28K +18 +1%
MTI
5665
Merrithew & Thorsten Inc
California
$593K +$1.62K +4 +0.3%
PWM
5666
Platform Wealth Management
Utah
$590K +$640K +1,581 New
AWMNY
5667
Arcadia Wealth Management (New York)
New York
$589K – – –
CWRP
5668
Cassady Wealth & Retirement Planning
Nevada
$588K -$12.5K -31 -2%
SBF
5669
Sara-Bay Financial
Florida
$587K – – –
BF
5670
Brooklyn FI
New York
$586K -$104K -256 -15%
FOR
5671
Family Office Research
Maryland
$586K +$61.9K +153 +11%
VEA
5672
Virtus ETF Advisers
New York
$585K -$191K -473 -23%
OWA
5673
OakTrust Wealth Advisors
Connecticut
$585K +$4.86K +12 +0.8%
CMMS
5674
Comprehensive Money Management Services
Florida
$583K -$19K -47 -3%
GWM
5675
Grand Wealth Management
Michigan
$581K -$134K -332 -18%
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227
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