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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
3076
Allegheny Financial Group
Pennsylvania
$809K +$6.11K +19 +0.7%
PWM
3077
Proathlete Wealth Management
Florida
$808K -$14.8K -46 -2%
DWS
3078
Discipline Wealth Solutions
South Carolina
$808K +$125K +390 +17%
KA
3079
KDT Advisors
New York
$807K -$404K -1,257 -32%
KFA
3080
Kelleher Financial Advisors
New York
$807K +$182K +566 +27%
ST
3081
Sageworth Trust
Pennsylvania
$806K +$546K +1,698 +175%
SPWG
3082
Sage Private Wealth Group
Illinois
$806K +$2.25K +7 +0.3%
SC
3083
Sierra Capital
Florida
$804K +$86.5K +269 +11%
BB
3084
Burford Brothers
Texas
$804K -$9.65K -30 -1%
MWM
3085
Maripau Wealth Management
Indiana
$802K +$41.2K +128 +5%
LMFP
3086
Larry Mathis Financial Planning
Arizona
$802K +$214K +667 +34%
OFO
3087
OneAscent Family Office
Alabama
$802K +$57.6K +179 +7%
CC
3088
Clearwave Capital
California
$800K +$61.1K +190 +8%
OFW
3089
Omnia Family Wealth
Florida
$798K -$272K -845 -24%
AA
3090
Addison Advisors
Vermont
$797K +$23.2K +72 +3%
GCA
3091
Gradient Capital Advisors
California
$795K – – –
DWP
3092
Destiny Wealth Partners
Florida
$794K +$5.79K +18 +0.7%
PWC
3093
Pathfinder Wealth Consulting
North Carolina
$790K +$216K +671 +35%
UWP
3094
Uniting Wealth Partners
Kansas
$790K +$24.8K +77 +3%
COCM
3095
Charter Oak Capital Management
New Hampshire
$789K -$23.8K -74 -3%
BWM
3096
BlackDiamond Wealth Management
New York
$789K -$16.7K -52 -2%
AF
3097
Atala Financial
California
$788K +$9.97K +31 +1%
CC
3098
Climber Capital
Switzerland
$788K +$628K +1,952 +298%
HTIM
3099
Harbour Trust & Investment Management
Indiana
$786K -$22.5K -70 -3%
TSMHT
3100
Thurston Springer Miller Herd & Titak
Indiana
$786K -$47.6K -148 -5%
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