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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2501
Well Done LLC
Michigan
$645K +$36.5K +170 +6%
FW
2502
FirstPurpose Wealth
Utah
$644K +$638K +2,971 New
MSS
2503
Mitchell Sinkler & Starr
Pennsylvania
$643K -$140K -651 -18%
ARG
2504
Advisory Resource Group
Oklahoma
$643K +$37.8K +176 +7%
MWP
2505
Madison Wealth Partners
Wisconsin
$642K -$41.2K -192 -6%
RW
2506
REDW Wealth
New Mexico
$642K -$7.08K -33 -1%
LIG
2507
Lokken Investment Group
Delaware
$642K -$3K -14 -0.5%
D
2508
Diversified
Delaware
$642K – – –
DHFB
2509
Dixon Hubard Feinour & Brown
Virginia
$641K +$209K +974 +49%
OFG
2510
Oxford Financial Group
Indiana
$640K +$65K +303 +11%
KPW
2511
Kore Private Wealth
New York
$639K -$1.88M -8,753 -75%
CWM
2512
Cahaba Wealth Management
Georgia
$639K +$4.94K +23 +0.8%
FFA
2513
Fi3 Financial Advisors
Indiana
$638K +$36.3K +169 +6%
ESBC
2514
E.S. Barr & Co
Kentucky
$637K -$30.1K -140 -5%
BCA
2515
Bay Colony Advisors
Massachusetts
$635K +$14.2K +66 +2%
DOA
2516
D'Orazio & Associates
Virginia
$635K +$26.4K +123 +4%
SC
2517
Saiph Capital
New Jersey
$635K +$629K +2,930 New
GSEP
2518
Golden State Equity Partners
California
$634K -$208K -968 -25%
IA
2519
Insight Advisors
Pennsylvania
$631K +$46.2K +215 +8%
CHP
2520
Cable Hill Partners
Oregon
$629K +$12.2K +57 +2%
T
2521
TrueFG
Texas
$624K – – –
PHAM
2522
Palisades Hudson Asset Management
Florida
$623K +$7.94K +37 +1%
LOAMU
2523
Lombard Odier Asset Management (USA)
New York
$623K +$617K +2,875 New
TF
2524
TRH Financial
Iowa
$620K +$12.9K +60 +2%
TF
2525
Trek Financial
Arizona
$620K +$64.2K +299 +12%
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