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OLN

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
351
McGuire Capital Advisors
Oklahoma
$2.77K +$2.61K +100 +250%
RWM
352
RMG Wealth Management
Wisconsin
$2.64K +$3.69K +141 New
PMFA
353
Plante Moran Financial Advisors
Michigan
$2.6K +$288 +11 +9%
AW
354
Ankerstar Wealth
Texas
$2.5K – – –
MFS
355
Montgomery Financial Services
Maryland
$2.48K +$3.27K +125 New
KG
356
Kilter Group
New York
$2.32K -$3.74K -143 -55%
NSG
357
Nalls Sherbakoff Group
Tennessee
$2.18K -$80.3K -3,074 -97%
FFO
358
Fortitude Family Office
Arizona
$2.18K +$209 +8 +8%
JWA
359
JFS Wealth Advisors
Pennsylvania
$2.12K +$288 +11 +11%
CMA
360
Cedar Mountain Advisors
Oregon
$2.06K – – –
BSB
361
Bangor Savings Bank
Maine
$1.98K – – –
CAM
362
Costello Asset Management
Pennsylvania
$1.98K – – –
GWM
363
Geneos Wealth Management
Colorado
$1.98K – – –
PWMG
364
Prestige Wealth Management Group
New Jersey
$1.98K – – –
BBHC
365
Brown Brothers Harriman & Co
New York
$1.94K – – –
PWA
366
Physician Wealth Advisors
Utah
$1.88K – – –
BIA
367
Bell Investment Advisors
California
$1.82K – – –
BWA
368
Basecamp Wealth Advisors
Washington
$1.8K -$1.83K -70 -43%
N
369
Natixis
France
$1.78K -$519K -19,866 -100%
RCM
370
Raleigh Capital Management
North Carolina
$1.78K +$26 +1 +1%
GCM
371
Gables Capital Management
Florida
$1.63K – – –
S
372
Sachetta
Massachusetts
$1.51K -$706 -27 -26%
APFP
373
Action Point Financial Planning
Michigan
$1.47K +$1.96K +75 New
CCMI
374
Creative Capital Management Investments
California
$1.17K +$1.54K +59 New
EWP
375
Elevation Wealth Partners
California
$1.11K -$4.44K -170 -75%
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15
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