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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2526
Strata Wealth Advisors
Texas
$582K +$146K +485 +36%
PWP
2527
Phillips Wealth Planners
Mississippi
$582K +$5.12K +17 +0.9%
RFN
2528
Redwood Financial Network
Ohio
$581K -$7.53K -25 -1%
JWM
2529
JFG Wealth Management
Colorado
$581K -$797K -2,646 -59%
OWP
2530
Obermeyer Wealth Partners
Colorado
$581K +$143K +475 +35%
SAM
2531
Strategy Asset Managers
California
$580K +$226K +750 +70%
PCP
2532
Panoramic Capital Partners
Oregon
$580K +$133K +441 +32%
LCM
2533
Leisure Capital Management
California
$579K +$28.9K +96 +6%
S4W
2534
Solutions 4 Wealth
Texas
$577K +$301 +1 +0.1%
BWP
2535
Baldwin Wealth Partners
Massachusetts
$577K +$46.4K +154 +9%
OFG
2536
Omega Financial Group
California
$576K +$87.1K +289 +19%
RCM
2537
Regency Capital Management
Hawaii
$575K -$25.3K -84 -4%
BWG
2538
Berry Wealth Group
Texas
$574K +$13.9K +46 +3%
WDL
2539
Well Done LLC
Michigan
$574K -$16.9K -56 -3%
RIA
2540
RPG Investment Advisory
California
$574K -$505K -1,676 -48%
OAM
2541
Oxford Asset Management
United Kingdom
$573K +$544K +1,804 New
WLPWM
2542
Walled Lake Planning & Wealth Management
Illinois
$573K -$7.23K -24 -1%
TCM
2543
TruNorth Capital Management
Michigan
$572K – – –
GB
2544
Goepper Burkhardt
South Carolina
$572K +$7.53K +25 +1%
BCP
2545
Blue Chip Partners
Michigan
$571K +$74.7K +248 +16%
WAL
2546
W Advisors LLC
Tennessee
$571K +$66K +219 +14%
FAC
2547
Financial Advisory Corporation
Michigan
$571K – – –
SL
2548
Salomon & Ludwin
Virginia
$571K +$198K +657 +57%
CWP
2549
Curated Wealth Partners
California
$569K +$24.7K +82 +5%
WCAMG
2550
Woodard & Company Asset Management Group
North Carolina
$569K +$4.82K +16 +0.9%
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102
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