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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1876
SFI Advisors
New Jersey
$448K -$78.7K -1,260 -16%
SAI
1877
Savvy Advisors Inc
New York
$448K +$135K +2,160 +48%
BCMLT
1878
Beacon Capital Management LLC (Tennessee)
Tennessee
$447K +$3.75K +60 +0.9%
AI
1879
Atom Investors
Texas
$447K -$724K -11,600 -64%
HCA
1880
Horan Capital Advisors
Ohio
$445K – – –
9WM
1881
9258 Wealth Management
Ohio
$445K +$134K +2,140 +48%
BWM
1882
Biltmore Wealth Management
Arizona
$443K -$41.2K -660 -9%
KWM
1883
Kolinsky Wealth Management
New Jersey
$442K +$6.87K +110 +2%
TAM
1884
Townsend Asset Management
North Carolina
$442K +$93.7K +1,500 +30%
TWM
1885
Thrive Wealth Management
Pennsylvania
$439K +$50K +800 +14%
MW
1886
Maia Wealth
Colorado
$437K +$416K +6,660 New
CWS
1887
Cypress Wealth Services
California
$437K +$26.9K +430 +7%
PA
1888
PFG Advisors
Arizona
$437K +$158K +2,530 +64%
CCA
1889
Cobblestone Capital Advisors
New York
$435K – – –
WWS
1890
Wellington Wealth Strategies
Indiana
$435K +$403K +6,450 New
AWM
1891
Aspire Wealth Management
Massachusetts
$435K – – –
IWS
1892
Insight Wealth Strategies
California
$435K +$57.5K +920 +17%
NC
1893
Napatree Capital
Rhode Island
$434K -$287K -4,590 -42%
GAMC
1894
Garner Asset Management Corp
Texas
$433K – – –
NCM
1895
Northside Capital Management
Oregon
$432K – – –
OFS
1896
OneAscent Financial Services
Alabama
$428K -$67.5K -1,080 -15%
MWM
1897
Modern Wealth Management
Kansas
$428K +$51.8K +830 +15%
OFG
1898
Oxford Financial Group
Indiana
$428K +$396K +6,340 New
FMTC
1899
Farmers & Merchants Trust Company
California
$427K -$15.6K -250 -4%
GWM
1900
Greenwich Wealth Management
Connecticut
$426K -$3.12K -50 -0.8%
74 75
76
77 78