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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWA
1801
Oak Hill Wealth Advisors
Virginia
$706K +$92.7K +2,141 +15%
KSWWM
1802
Keyes Stange & Wooten Wealth Management
Florida
$706K -$22.6K -522 -3%
FC
1803
FCA Corp
Texas
$701K +$25.2K +582 +4%
SC
1804
Sapient Capital
Indiana
$701K -$9.87K -228 -1%
WGC
1805
Watts Gwilliam & Co
Arizona
$701K +$70.3K +1,624 +11%
SC
1806
Steph & Co
Wisconsin
$700K -$6.97K -161 -1%
MG
1807
Marex Group
$700K +$423K +9,761 +152%
MAM
1808
Milestone Asset Management
Pennsylvania
$699K -$66.3K -1,531 -9%
PWAM
1809
Private Wealth Asset Management
Iowa
$699K +$16.9K +391 +2%
PWM
1810
Purus Wealth Management
California
$699K +$129K +2,982 +23%
ABTD
1811
Arvest Bank Trust Division
Oklahoma
$699K +$699K +16,143 New
BTWM
1812
Baker Tilly Wealth Management
Wisconsin
$698K -$39.8K -920 -5%
AFW
1813
Avantra Family Wealth
Pennsylvania
$696K -$14K -323 -2%
APG
1814
Abacus Planning Group
South Carolina
$695K +$3.08K +71 +0.4%
AO
1815
Advisor OS
Illinois
$695K +$74.8K +1,728 +12%
SWP
1816
ShoreHaven Wealth Partners
New Jersey
$694K +$1.34K +31 +0.2%
CWP
1817
Core Wealth Partners
California
$694K -$53.3K -1,231 -7%
BA
1818
Bridgewater Advisors
New York
$690K -$29K -670 -4%
I
1819
InceptionR
California
$689K +$690K +15,923 New
KLCM
1820
KG&L Capital Management
Louisiana
$689K +$18.8K +434 +3%
LCGC
1821
Legacy Capital Group California
California
$689K -$20.2K -466 -3%
DE
1822
Diversified Enterprises
Delaware
$688K +$22K +509 +3%
ML
1823
McAdam LLC
Pennsylvania
$685K +$9.27K +214 +1%
PWM
1824
Palacios Wealth Management
Florida
$685K +$32.8K +758 +5%
NLP
1825
Next Level Private
New York
$684K +$7.45K +172 +1%
71 72
73
74 75