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Name Holding Trade Value Shares
Change 		Change in
Stake
GG
4151
Gleason Group
Kentucky
$111K +$301 +1 +0.3%
Q1WB
4152
Quest 10 Wealth Builders
Virginia
$105K +$100K +333 New
MIM
4153
Meridiem Investment Management
United Kingdom
$104K +$99.2K +330 New
TPW
4154
Talon Private Wealth
Florida
$104K +$28.6K +95 +40%
BTC
4155
Bank & Trust Company
Illinois
$104K – – –
W
4156
WealthCollab
Washington
$104K – – –
FWM
4157
FLP Wealth Management
Arkansas
$104K +$98.6K +328 New
NCM
4158
Northwest Capital Management
Oregon
$100K -$45.1K -150 -32%
DPW
4159
DiNuzzo Private Wealth
Pennsylvania
$100K – – –
KFP
4160
Keener Financial Planning
Texas
$99K +$84.2K +280 +800%
FFA
4161
Frazier Financial Advisors
Ohio
$96.7K -$9.92K -33 -10%
KWAG
4162
Kiely Wealth Advisory Group
North Carolina
$96.6K – – –
CJ
4163
Caitlin John
Michigan
$95.7K -$2.41K -8 -3%
BHWM
4164
Beaird Harris Wealth Management
Texas
$95.4K +$15.6K +52 +21%
VWA
4165
Valued Wealth Advisors
Utah
$95.2K +$3.61K +12 +4%
CWP
4166
Clark Wealth Partners
Illinois
$95.1K +$90.5K +301 New
LG
4167
LAM Group
Oregon
$94.8K – – –
PPA
4168
Pilgrim Partners Asia
Singapore
$94.8K +$90.2K +300 New
FLP
4169
Financial Life Planners
Arizona
$94.1K +$89.6K +298 New
ETS
4170
ESL Trust Services
New York
$92K +$72.2K +240 +471%
1IA
4171
1620 Investment Advisors
Massachusetts
$91K -$3.01K -10 -3%
LIS
4172
Legacy Investment Solutions
Idaho
$89.8K +$3.01K +10 +4%
LWMI
4173
Legacy Wealth Management (Idaho)
Idaho
$89.8K +$3.01K +10 +4%
RBC
4174
Roble Belko & Company
Pennsylvania
$89K – – –
MAM
4175
Morse Asset Management
Connecticut
$87.9K +$8.42K +28 +11%
165 166
167
168 169