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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
3751
Blackston Financial Advisory Group
Florida
$2.7M -$95.1K -523 -3%
SIM
3752
SSI Investment Management
California
$2.7M -$35.8K -197 -1%
PH
3753
Pinnacle Holdings
Oklahoma
$2.7M -$292K -1,608 -9%
TF
3754
TLWM Financial
Texas
$2.69M +$379K +2,083 +15%
WA
3755
Wealthstream Advisors
New York
$2.69M -$98.9K -544 -3%
O3W
3756
Omni 360 Wealth
New Jersey
$2.69M +$55.1K +303 +2%
CFS
3757
CGC Financial Services
Oregon
$2.69M -$175K -965 -6%
CFO
3758
Custos Family Office
Texas
$2.68M -$68.9K -379 -2%
EHAM
3759
Eagle Harbor Asset Management
Washington
$2.68M +$4.55K +25 +0.2%
WFO
3760
Wealthgate Family Office
Colorado
$2.67M – – –
CFG
3761
CKW Financial Group
Hawaii
$2.67M +$18.7K +103 +0.7%
AHL
3762
Abel Hall LLC
Louisiana
$2.67M -$283K -1,555 -9%
PCM
3763
Pointe Capital Management
Michigan
$2.66M +$1.64K +9 +0.1%
SA
3764
Scarborough Advisors
Maryland
$2.66M -$311K -1,708 -10%
BG
3765
Bollard Group
Massachusetts
$2.66M +$3.82K +21 +0.1%
LWM
3766
Lionsbridge Wealth Management
Florida
$2.65M -$3.27K -18 -0.1%
ACP
3767
Arcus Capital Partners
Georgia
$2.64M -$61.8K -340 -2%
WAM
3768
Werlinich Asset Management
Connecticut
$2.64M -$34.5K -190 -1%
RB
3769
Renasant Bank
Mississippi
$2.64M -$39.1K -215 -1%
PWP
3770
Precedent Wealth Partners
Texas
$2.64M -$54.5K -300 -2%
KLI
3771
Kelman-Lazarov Inc
Tennessee
$2.64M -$88.9K -489 -3%
VBWMG
3772
Von Berge Wealth Management Group
California
$2.63M -$74.2K -408 -3%
M
3773
MYeCFO
California
$2.63M +$68.4K +376 +3%
KHCM
3774
Kirtland Hills Capital Management
Ohio
$2.63M +$2.62M +14,393 New
FA
3775
FDx Advisors
Illinois
$2.63M -$5.96M -32,753 -68%
149 150
151
152 153