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Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1401
Mine & Arao Wealth Creation & Management
California
$330K +$33.1K +1,000 +12%
BFG
1402
Beacon Financial Group
Texas
$329K -$18.9K -570 -6%
PPWM
1403
Paragon Private Wealth Management
Kentucky
$329K -$53K -1,600 -14%
DWP
1404
Daymark Wealth Partners
Ohio
$329K +$315K +9,510 New
BOPW
1405
Brandywine Oak Private Wealth
Pennsylvania
$327K -$21.5K -650 -6%
OIA
1406
Optimum Investment Advisors
Illinois
$327K +$56.6K +1,710 +22%
MAM
1407
Meeder Asset Management
Ohio
$326K -$473K -14,280 -60%
ICP
1408
Interchange Capital Partners
Pennsylvania
$326K +$305K +9,230 New
JCM
1409
Jacobi Capital Management
Pennsylvania
$325K -$140K -4,230 -31%
CFA
1410
Capstone Financial Advisors
Illinois
$325K +$36.4K +1,100 +13%
OIM
1411
Oder Investment Management
California
$325K – – –
ANTB
1412
AMG National Trust Bank
Colorado
$325K +$37.4K +1,130 +14%
PCA
1413
Pallas Capital Advisors
Massachusetts
$324K -$11.9K -360 -4%
SAM
1414
Secure Asset Management
Michigan
$324K -$43K -1,300 -12%
SA
1415
SFI Advisors
New Jersey
$323K – – –
FWM
1416
Focused Wealth Management
New York
$322K +$73.8K +2,230 +31%
PF
1417
Phoenix Financial
Israel
$322K +$314K +9,480 New
AFG
1418
Atomi Financial Group
New York
$321K +$308K +9,300 New
VAG
1419
VisionPoint Advisory Group
Texas
$321K +$91.3K +2,760 +38%
GEA
1420
Glen Eagle Advisors
New Jersey
$321K +$54.9K +1,660 +22%
OWA
1421
Opal Wealth Advisors
New York
$320K +$7.28K +220 +2%
SCA
1422
Sandy Cove Advisors
Massachusetts
$319K +$3.31K +100 +1%
PCM
1423
Parsons Capital Management
Rhode Island
$319K -$16.5K -500 -5%
SWA
1424
Sax Wealth Advisors
New Jersey
$317K – – –
CIA
1425
Cape Investment Advisory
Georgia
$317K +$304K +9,180 New
55 56
57
58 59