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Name Holding Trade Value Shares
Change
Change in
Stake
RMP
1726
Richards, Merrill & Peterson
Washington
$457K +$448K +2,313 New
LWM
1727
Liberty Wealth Management
California
$456K -$13K -67 -3%
OFO
1728
OneAscent Family Office
Alabama
$456K +$447K +2,309 New
LFS
1729
Legacy Financial Strategies
Kansas
$455K +$3.1K +16 +0.7%
SFWC
1730
Strategic Family Wealth Counselors
New Jersey
$455K +$1.35K +7 +0.3%
KA
1731
KDT Advisors
New York
$454K +$445K +2,300 New
TL
1732
Tradewinds LLC
North Carolina
$453K +$5.22K +27 +1%
AWM
1733
AAF Wealth Management
Massachusetts
$452K +$1.16K +6 +0.3%
BWA
1734
Bestgate Wealth Advisors
Maryland
$452K +$443K +2,291 New
MWA
1735
MFA Wealth Advisors
Pennsylvania
$452K -$149K -768 -25%
BOPW
1736
Brandywine Oak Private Wealth
Pennsylvania
$452K +$3.68K +19 +0.8%
PPWM
1737
PFG Private Wealth Management
Florida
$452K -$46.6K -241 -10%
HL
1738
HeadInvest LLC
Maine
$452K -$42K -217 -9%
SB
1739
Strategic Blueprint
Georgia
$451K +$20.1K +104 +5%
WCP
1740
Wealthcare Capital Partners
Pennsylvania
$450K +$441K +2,278 New
GFA
1741
Gallagher Fiduciary Advisors
Illinois
$449K +$85.3K +441 +24%
ST
1742
Spinnaker Trust
Maine
$449K
SO
1743
Sierra Ocean
California
$448K +$439K +2,267 New
MWP
1744
Meriwether Wealth & Planning
Louisiana
$447K +$438K +2,264 New
AWA
1745
Aletheian Wealth Advisors
Washington
$446K +$45.3K +234 +12%
SWM
1746
Stockman Wealth Management
Montana
$445K +$968 +5 +0.2%
DOA
1747
D'Orazio & Associates
Virginia
$445K +$69.3K +358 +19%
SMA
1748
Seven Mile Advisory
New Jersey
$444K -$19.5K -101 -4%
FCP
1749
Fidelis Capital Partners
Florida
$444K +$32.9K +170 +8%
SWA
1750
Sax Wealth Advisors
New Jersey
$444K +$4.26K +22 +1%