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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3451
Echo45 Advisors
California
$464K -$7.82K -26 -2%
FFG
3452
Fortem Financial Group
California
$464K – – –
FA
3453
Fortis Advisors
Pennsylvania
$464K +$30.1K +100 +7%
FWP
3454
Falcon Wealth Planning
California
$464K +$22.6K +75 +5%
MIM
3455
Marco Investment Management
Georgia
$463K -$2.41K -8 -0.5%
OFO
3456
OneAscent Family Office
Alabama
$461K +$438K +1,458 New
MF
3457
Montis Financial
Massachusetts
$461K +$29.8K +99 +7%
TFM
3458
TFC Financial Management
Massachusetts
$459K -$49K -163 -10%
JWM
3459
JFG Wealth Management
Colorado
$459K +$26.5K +88 +6%
MWA
3460
Muirfield Wealth Advisors
North Carolina
$457K +$6.92K +23 +2%
GPW
3461
Genesis Private Wealth
Virginia
$456K +$434K +1,442 New
DWG
3462
Darden Wealth Group
Michigan
$455K +$16.5K +55 +4%
MAM
3463
Marquette Asset Management
Minnesota
$455K – – –
CGA
3464
Crescent Grove Advisors
Illinois
$454K +$9.32K +31 +2%
UBG
3465
United Bank (Georgia)
Georgia
$454K -$7.82K -26 -2%
LFG
3466
Lockerman Financial Group
California
$454K -$15.6K -52 -3%
HNWAG
3467
High Net Worth Advisory Group
Florida
$454K – – –
AWP
3468
Abacus Wealth Partners
California
$454K -$72.8K -242 -14%
PIN
3469
Prudent Investors Network
California
$453K +$43K +143 +11%
MEAC
3470
M.E. Allison & Co
Texas
$452K +$430K +1,431 New
AMG
3471
Advisors Management Group
Wisconsin
$451K -$4.51K -15 -1%
MWC
3472
MBM Wealth Consultants
Missouri
$451K -$9.62K -32 -2%
LWM
3473
Lakeridge Wealth Management
Ohio
$451K +$2.71K +9 +0.6%
LWM
3474
LongView Wealth Management
Georgia
$449K -$301 -1 -0.1%
1C
3475
111 Capital
France
$448K +$427K +1,419 New
137 138
139
140 141