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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
3026
Leonard Rickey Investment Advisors
Washington
$1.02M +$18.1K +53 +2%
SWM
3027
Salvus Wealth Management
New Jersey
$1.02M +$52.8K +155 +6%
TPM
3028
Triasima Portfolio Management
Quebec, Canada
$1.01M -$3.72M -10,933 -79%
FWM
3029
FFT Wealth Management
Pennsylvania
$1.01M -$271K -795 -22%
FC
3030
Financial Consulate
Maryland
$1.01M -$131K -384 -12%
PHAM
3031
Palisades Hudson Asset Management
Florida
$1.01M – – –
FFG
3032
Floyd Financial Group
Missouri
$1.01M +$115K +337 +12%
AF
3033
Align Financial
Minnesota
$1.01M +$978K +2,871 New
WFP
3034
Worthington Financial Partners
Ohio
$1.01M +$978K +2,871 New
WMA
3035
West Michigan Advisors
Michigan
$1.01M +$34.4K +101 +4%
SWA
3036
SOA Wealth Advisors
New York
$1.01M +$8.52K +25 +0.1%
KFSC
3037
Keystone Financial Services (Colorado)
Colorado
$1M -$54.9K -161 -5%
NFG
3038
Nadler Financial Group
Illinois
$1,000K +$2.73K +8 +0.3%
LF
3039
Lee Financial
Texas
$999K -$151K -442 -13%
SF
3040
Seek First
California
$997K +$1.7K +5 +0.2%
IF
3041
Intrua Financial
Texas
$997K -$171K -501 -15%
PW
3042
PUREfi Wealth
Massachusetts
$996K -$250K -735 -21%
HWMO
3043
Heritage Wealth Management (Ohio)
Ohio
$996K -$12.9K -38 -1%
EL
3044
EWA LLC
Pennsylvania
$990K -$63.7K -187 -6%
RWI
3045
Red Wave Investments
Pennsylvania
$988K – – –
FFO
3046
Fortitude Family Office
Arizona
$988K +$2.04K +6 +0.2%
WPW
3047
Warther Private Wealth
Ohio
$987K +$39.2K +115 +4%
BWM
3048
Blossom Wealth Management
California
$986K -$12.9K -38 -1%
TBWA
3049
Three Bridge Wealth Advisors
California
$983K +$1.02K +3 +0.1%
AWM
3050
Austin Wealth Management
Texas
$983K +$12.9K +38 +1%
120 121
122
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