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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1251
ORG Wealth Partners
Texas
$18.8K +$11.2K +16 +145%
LFA
1252
LGT Financial Advisors
Texas
$18.1K – – –
T
1253
Tidemark
California
$18.1K +$699 +1 +4%
DF
1254
Dunhill Financial
United Kingdom
$17.4K – – –
MSG
1255
Main Street Group
Virginia
$17.4K – – –
MWA
1256
Medallion Wealth Advisors
Connecticut
$17.4K – – –
FRA
1257
Front Row Advisors
California
$17.4K +$10.5K +15 +150%
CIAM
1258
Caitong International Asset Management
Hong Kong
$16.8K -$708K -1,013 -98%
AWM
1259
Abound Wealth Management
Tennessee
$16.8K – – –
CWM
1260
Copia Wealth Management
Oregon
$16.8K – – –
CFFP
1261
Center for Financial Planning
Michigan
$15.4K -$10.5K -15 -41%
RWM
1262
Raffa Wealth Management
District of Columbia
$15.4K +$4.2K +6 +38%
DPW
1263
DiNuzzo Private Wealth
Pennsylvania
$15K – – –
GKIM
1264
GW&K Investment Management
Massachusetts
$15K – – –
CFD
1265
Creative Financial Designs
Indiana
$14.7K -$129K -185 -90%
AT
1266
Avalon Trust
New Mexico
$14.7K – – –
BFS
1267
Bare Financial Services
Pennsylvania
$14.7K +$6.99K +10 +91%
RFA
1268
Reyes Financial Architecture
California
$14.7K +$14.7K +21 New
RMC
1269
Resources Management Corp
Connecticut
$14K – – –
1IA
1270
1620 Investment Advisors
Massachusetts
$14K – – –
CT
1271
Clearstead Trust
Maine
$11.9K -$699 -1 -6%
TCM
1272
TD Capital Management
Tennessee
$11.9K – – –
SIC
1273
SJS Investment Consulting
Ohio
$11.9K +$8.39K +12 +240%
CWM
1274
Cranbrook Wealth Management
Michigan
$11.2K – – –
FS
1275
Financially Speaking
Colorado
$11.2K – – –
49 50
51
52 53