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Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
2326
von Borstel & Associates
Oregon
$337K +$367K +8,476 New
DC
2327
DeDora Capital
California
$337K -$55.6K -1,284 -14%
SWP
2328
Summit Wealth Partners
Florida
$337K +$1.43K +33 +0.4%
ABLA
2329
Alan B. Lancz & Associates
Ohio
$336K -$65.5K -1,514 -17%
NL
2330
Navalign LLC
California
$336K +$303 +7 +0.1%
BC
2331
Barrett & Company
Rhode Island
$335K +$909 +21 +0.3%
OAS
2332
Optivise Advisory Services
Tennessee
$335K +$77K +1,778 +30%
CCAL
2333
City Center Advisors LLC
Michigan
$335K -$6.28K -145 -2%
DLHL
2334
Donald L. Hagan LLC
Florida
$334K +$606 +14 +0.2%
PSB
2335
Piscataqua Savings Bank
New Hampshire
$334K -$13K -300 -4%
WRPWM
2336
Werba Rubin Papier Wealth Management
California
$334K -$47.8K -1,104 -13%
NFA
2337
Northwest Financial Advisors
Virginia
$332K +$1.6K +37 +0.5%
BTWM
2338
Brass Tax Wealth Management
Ohio
$331K +$3.03K +70 +0.9%
CWM
2339
Chicago Wealth Management
Illinois
$331K +$326K +7,527 New
FPW
2340
Flywheel Private Wealth
California
$331K – – –
IWP
2341
Innova Wealth Partners
Pennsylvania
$330K +$325K +7,507 New
LT
2342
Legacy Trust
Michigan
$329K +$324K +7,492 New
BWP
2343
Baldwin Wealth Partners
Massachusetts
$329K +$29.3K +678 +10%
MWM
2344
MBE Wealth Management
Wisconsin
$329K -$476 -11 -0.1%
FNWM
2345
Financial Network Wealth Management
Utah
$328K +$357K +8,254 New
CWM
2346
Challenger Wealth Management
California
$328K +$10.8K +250 +3%
IIC
2347
Integrated Investment Consultants
Michigan
$328K +$31.9K +737 +11%
LF
2348
LifeSteps Financial
California
$327K +$130 +3 +0%
KFS
2349
Kelly Financial Services
Massachusetts
$327K +$6.93K +160 +2%
MBTD
2350
Mechanics Bank - Trust Department
California
$327K -$400K -9,235 -55%
92 93
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