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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
4526
Southern Capital Advisors
Tennessee
$771K +$1.51K +12 +0.2%
HIW
4527
Holos Integrated Wealth
Pennsylvania
$771K -$86.8K -690 -14%
RWM
4528
Refined Wealth Management
Utah
$769K -$8.18K -65 -1%
LWM
4529
Latko Wealth Management
Illinois
$769K +$613K +4,868 New
RA
4530
Ruggaard & Associates
Ohio
$768K +$141K +1,118 +30%
POIA
4531
Pin Oak Investment Advisors
Texas
$768K -$202K -1,607 -18%
FG
4532
Fairman Group
Pennsylvania
$765K +$39.9K +317 +7%
CCWM
4533
Correct Capital Wealth Management
Missouri
$764K -$4.66K -37 -0.8%
GK
4534
Graney & King
New York
$761K +$34.4K +273 +6%
AIM
4535
Aspen Investment Management
Michigan
$761K -$357K -2,838 -37%
MA
4536
McGrath & Associates
North Carolina
$760K -$86K -683 -12%
TFA
4537
TPG Financial Advisors
Oregon
$759K -$1.76K -14 -0.3%
ACM
4538
Absolute Capital Management
Pennsylvania
$756K +$29.3K +233 +5%
FIC
4539
Family Investment Center
Missouri
$755K +$601K +4,776 New
KFS
4540
Kelly Financial Services
Massachusetts
$754K +$4.91K +39 +0.8%
SAS
4541
SMI Advisory Services
Indiana
$754K – – –
CWA
4542
Cura Wealth Advisors
Illinois
$752K +$64.1K +509 +12%
LFA
4543
Level Financial Advisors
New York
$751K – – –
EFG
4544
Elios Financial Group
Ohio
$749K -$31.6K -251 -5%
MPAM
4545
Murphy Pohlad Asset Management
Minnesota
$745K -$159K -1,266 -21%
HAC
4546
Harbor Advisory Corp
New Hampshire
$744K – – –
GCA
4547
Greenwood Capital Associates
South Carolina
$743K – – –
LIWM
4548
Long Island Wealth Management
New York
$743K +$344K +2,735 +139%
MLRA
4549
Main Line Retirement Advisors
Montana
$742K -$115K -916 -16%
MF
4550
Montis Financial
Massachusetts
$742K -$28.3K -225 -5%
180 181
182
183 184