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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1751
Sandbox Financial Partners
Maryland
$754K +$5.01K +120 +0.7%
FOA
1752
Five Oceans Advisors
California
$752K +$57.4K +1,376 +9%
KSWWM
1753
Keyes Stange & Wooten Wealth Management
Florida
$751K +$43.1K +1,032 +7%
OFS
1754
OMC Financial Services
New York
$750K – – –
CF
1755
Copperwynd Financial
Arizona
$749K -$40K -959 -5%
LCGC
1756
Legacy Capital Group California
California
$749K -$41K -982 -6%
FFO
1757
Fortitude Family Office
Arizona
$748K +$420K +10,056 +152%
CPWA
1758
Cerro Pacific Wealth Advisors
California
$748K +$31.6K +758 +4%
LAM
1759
L2 Asset Management
Massachusetts
$748K +$23.4K +561 +3%
CST
1760
Charles Schwab Trust
Nevada
$747K -$177K -4,231 -20%
SFC
1761
Sprinkle Financial Consultants
Colorado
$746K – – –
JC
1762
Jacobs & Co
California
$746K -$734K -17,576 -51%
KIA
1763
Kraematon Investment Advisors
Massachusetts
$744K -$30.9K -741 -4%
OPW
1764
Osprey Private Wealth
New York
$743K +$691K +16,550 New
SC
1765
Steph & Co
Wisconsin
$743K – – –
NFSG
1766
Newbridge Financial Services Group
Florida
$742K -$130K -3,113 -16%
AWM
1767
Aviso Wealth Management
Washington
$738K +$46.5K +1,115 +7%
ESB
1768
Essex Savings Bank
Connecticut
$738K +$62.3K +1,493 +10%
RAM
1769
RWC Asset Management
United Kingdom
$738K +$14.8K +354 +2%
FFS
1770
Founders Financial Securities
Maryland
$737K -$398K -9,544 -37%
RL
1771
Rogco LP
Oklahoma
$737K -$441K -10,567 -39%
DFCM
1772
Dark Forest Capital Management
Puerto Rico
$736K +$684K +16,381 New
DFG
1773
Demars Financial Group
Washington
$734K +$16.2K +387 +2%
TC
1774
Trust Company
Kansas
$734K -$2.34K -56 -0.3%
EWA
1775
EverSource Wealth Advisors
Alabama
$734K +$10.6K +255 +2%
69 70
71
72 73