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Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2926
Omnia Family Wealth
Florida
$682K +$16K +58 +2%
HWA
2927
Heartwood Wealth Advisors
Virginia
$682K – – –
PRC
2928
Pearl River Capital
Michigan
$680K +$672K +2,435 New
DA
2929
Dover Advisors
Virginia
$679K +$189K +686 +39%
HCM
2930
Hengehold Capital Management
Ohio
$679K +$80.1K +290 +14%
GF
2931
Gries Financial
Ohio
$679K -$4.14K -15 -0.6%
AAM
2932
Augustine Asset Management
Florida
$678K +$79K +286 +13%
TCM
2933
Towercrest Capital Management
Pennsylvania
$677K +$13.8K +50 +2%
LWM
2934
Laidlaw Wealth Management
New York
$677K -$1.74M -6,317 -72%
FCA
2935
Fortis Capital Advisors
Kansas
$676K +$70.1K +254 +12%
GSIAS
2936
Garden State Investment Advisory Services
New Jersey
$676K +$63.8K +231 +11%
SWM
2937
Scissortail Wealth Management
Oklahoma
$676K -$633K -2,292 -49%
RCM
2938
Raleigh Capital Management
North Carolina
$673K +$171K +620 +35%
LPAM
2939
Lodestar Private Asset Management
California
$672K +$5.52K +20 +0.8%
CWM
2940
Cahaba Wealth Management
Georgia
$672K +$552 +2 +0.1%
GCA
2941
Gradient Capital Advisors
California
$671K +$6.63K +24 +1%
JE
2942
JMAC Enterprises
Pennsylvania
$668K -$16K -58 -2%
PWP
2943
Pursue Wealth Partners
California
$664K – – –
DA
2944
Drake & Associates
Wisconsin
$663K +$30.9K +112 +5%
SCM
2945
Steele Capital Management
Iowa
$662K -$23.2K -84 -3%
BWM
2946
BlackDiamond Wealth Management
New York
$661K -$8.01K -29 -1%
PCMF
2947
Private Capital Management (Florida)
Florida
$661K – – –
TC
2948
TAGStone Capital
North Carolina
$661K +$3.31K +12 +0.5%
SC
2949
Sierra Capital
Florida
$661K +$654K +2,370 New
OWM
2950
OneAscent Wealth Management
Alabama
$660K -$34.8K -126 -5%
116 117
118
119 120