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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMP
4376
Clarion Wealth Managment Partners
Virginia
$941K +$750K +5,956 New
OAJ
4377
Ogorek Anthony Joseph
New York
$939K +$5.79K +46 +0.8%
MCA
4378
Midwest Capital Advisors
Michigan
$939K +$126 +1 +0%
W
4379
WealthCollab
Washington
$938K -$9.82K -78 -1%
HFS
4380
Hughes Financial Services
Virginia
$938K +$247K +1,961 +60%
CFG
4381
Copley Financial Group
California
$937K -$44.4K -353 -6%
PWS
4382
Peloton Wealth Strategists
Indiana
$936K – – –
MIM
4383
Montgomery Investment Management
Maryland
$935K +$101K +800 +16%
OBGC
4384
O'Brien Greene & Co
Pennsylvania
$935K -$1.38K -11 -0.2%
SA
4385
SRH Advisors
Kansas
$935K – – –
KW
4386
KWB Wealth
California
$931K +$10.1K +80 +0.9%
TIP
4387
Tandem Investment Partners
New Jersey
$929K -$21.1K -168 -3%
AAG
4388
Avalon Advisory Group
Pennsylvania
$929K – – –
CCM
4389
Ciovacco Capital Management
Georgia
$929K +$740K +5,877 New
WA
4390
Waterford Advisors
New York
$928K +$1.01M +8,008 +133%
AA
4391
AF Advisors
California
$926K +$69K +548 +10%
AFP
4392
Alpha Financial Partners
Kentucky
$925K +$92.4K +734 +14%
WIC
4393
Wilkins Investment Counsel
Massachusetts
$923K -$25.8K -205 -3%
PAM
4394
PCG Asset Management
New Jersey
$922K +$20.1K +160 +3%
SWTS
4395
Stonehaven Wealth & Tax Solutions
Wisconsin
$922K -$21.8K -173 -3%
AFO
4396
Arrowroot Family Office
California
$920K +$732K +5,820 New
PAM
4397
PVG Asset Management
Colorado
$919K +$99.8K +793 +16%
PSCM
4398
Per Stirling Capital Management
Texas
$919K +$13.3K +106 +2%
AWA
4399
Alaska Wealth Advisors
Alaska
$918K +$731K +5,809 New
T
4400
Transce3nd
Texas
$917K +$89.9K +714 +14%
174 175
176
177 178