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Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
3751
Graves Light Lenhart Wealth
Virginia
$264K – – –
SF
3752
Safeguard Financial
Wisconsin
$262K +$246K +5,300 New
PRI
3753
Prepared Retirement Institute
Pennsylvania
$262K +$245K +5,290 New
I
3754
IMPACTfolio
Colorado
$262K +$9.73K +210 +4%
FCC
3755
Flower City Capital
New York
$261K – – –
MIM
3756
Meridiem Investment Management
United Kingdom
$261K +$245K +5,280 New
FEM
3757
Fulcrum Equity Management
Texas
$261K +$245K +5,280 New
CBC
3758
Coombe, Bender & Co
New York
$260K +$243K +5,250 New
ORC
3759
O'Rourke & Company
Massachusetts
$260K -$927 -20 -0.4%
JJBC
3760
James J. Burns & Company
New York
$260K +$9.73K +210 +4%
OWM
3761
OneAscent Wealth Management
Alabama
$260K +$244K +5,260 New
AWAU
3762
Alliance Wealth Advisors (Utah)
Utah
$260K +$5.1K +110 +2%
COCM
3763
Charter Oak Capital Management
New Hampshire
$260K – – –
LTL
3764
Lowery Thomas LLC
California
$259K – – –
CWA
3765
Capital Wealth Alliance
Arizona
$259K -$24.1K -520 -9%
RS
3766
Retirement Solution
Washington
$258K +$26K +560 +12%
WWP
3767
Waypoint Wealth Partners
California
$258K +$241K +5,210 New
MA
3768
Mosaic Advisors
Texas
$257K +$241K +5,200 New
AWM
3769
Activest Wealth Management
Florida
$257K -$142K -3,070 -37%
SHFP
3770
Second Half Financial Partners
Florida
$257K +$927 +20 +0.4%
AFG
3771
Altiora Financial Group
Ohio
$256K +$240K +5,170 New
CMAI
3772
Capital Management Associates Inc
Minnesota
$256K +$240K +5,170 New
FFL
3773
Financial Freedom LLC
Ohio
$254K – – –
Orgel Wealth Management
3774
Orgel Wealth Management
Wisconsin
$254K -$64.4K -1,390 -21%
TTWM
3775
TCV Trust & Wealth Management
Virginia
$254K +$237K +5,120 New