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Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
3151
Millstone Evans Group
Colorado
$847K +$12.5K +39 +2%
CCP
3152
Cushing Capital Partners
Wisconsin
$846K -$10.9K -34 -1%
CPL
3153
CAP Partners LLC
Tennessee
$843K +$3.85K +12 +0.5%
MWA
3154
Midland Wealth Advisors
Illinois
$842K -$27K -84 -3%
E
3155
EntreWealth
Texas
$841K +$2.25K +7 +0.3%
NFG
3156
Nadler Financial Group
Illinois
$841K +$1.93K +6 +0.2%
OBWA
3157
Oak Barrel Wealth Advisory
Virginia
$840K +$786K +2,449 New
VC
3158
Veracity Capital
Georgia
$839K -$30.8K -96 -4%
LCM
3159
Laurion Capital Management
New York
$838K +$784K +2,443 New
BFG
3160
Bouchey Financial Group
New York
$835K +$105K +327 +16%
OWM
3161
OneAscent Wealth Management
Alabama
$835K +$12.2K +38 +2%
AIP
3162
Alexis Investment Partners
Texas
$835K -$606K -1,888 -44%
FWP
3163
Forefront Wealth Partners
Texas
$834K +$18.3K +57 +2%
FWP
3164
Falcon Wealth Planning
California
$833K +$77.4K +241 +11%
TA
3165
TFB Advisors
Kansas
$833K +$3.85K +12 +0.5%
JTWM
3166
Jackson Thornton Wealth Management
Alabama
$832K +$382K +1,191 +96%
PVM
3167
Palogic Value Management
Texas
$829K – – –
VIS
3168
Vega Investment Solutions
France
$829K +$776K +2,417 New
WSFG
3169
Wall Street Financial Group
Illinois
$828K +$165K +515 +27%
FCIM
3170
Fairview Capital Investment Management
California
$827K +$126K +393 +19%
EB
3171
Exchange Bank
California
$827K – – –
SWA
3172
SOA Wealth Advisors
New York
$826K -$4.91M -15,305 -62%
MTC
3173
Matrix Trust Company
Colorado
$825K +$114K +355 +17%
EFH
3174
Eaton Financial Holdings
Florida
$824K +$5.78K +18 +0.8%
TGIA
3175
Torrey Growth & Income Advisors
California
$824K -$1.93K -6 -0.2%
125 126
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