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Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
1651
KPP Advisory Services
Kentucky
$3.08M -$1.15M -2,799 -35%
TCPG
1652
Trivant Custom Portfolio Group
California
$3.07M -$102K -249 -4%
WAM
1653
Worth Asset Management
Texas
$3.06M +$2.16M +5,276 New
BOM
1654
Bank of Marin
California
$3.06M -$158K -386 -7%
KP
1655
Keel Point
Alabama
$3.06M +$194K +472 +10%
UWPG
1656
Ullmann Wealth Partners Group
Florida
$3.06M +$222K +541 +11%
WMWM
1657
Whitaker-Myers Wealth Managers
Ohio
$3.05M +$2.15M +5,248 New
CFP
1658
Cascade Financial Partners
California
$3.04M -$670K -1,634 -24%
GCM
1659
Goldstream Capital Management
Hong Kong
$3.03M +$2.14M +5,224 New
BM
1660
Brandywine Managers
Delaware
$3.03M -$773K -1,885 -27%
TAMH
1661
Taikang Asset Management (HK)
Hong Kong
$3.03M +$2.14M +5,212 New
IC
1662
Inscription Capital
Texas
$3.02M +$446K +1,089 +27%
KFP
1663
Kerr Financial Planning
California
$3.01M +$108K +263 +5%
CC
1664
Clearwave Capital
California
$3.01M – – –
CCS
1665
Concentric Capital Strategies
Connecticut
$3.01M +$2.12M +5,178 New
CWA
1666
Consilium Wealth Advisory
Texas
$3M -$29.9K -73 -1%
FWI
1667
Facet Wealth Inc
Maryland
$3M +$257K +627 +14%
FCG
1668
Fielder Capital Group
Tennessee
$3M -$20.9K -51 -1%
EWS
1669
Eagle Wealth Strategies
New Jersey
$2.99M -$278K -679 -12%
HMS
1670
Hanseatic Management Services
New Mexico
$2.99M +$1.37M +3,331 +184%
AHL
1671
Abel Hall LLC
Louisiana
$2.98M +$115K +281 +6%
CCWM
1672
Cassaday & Co Wealth Management
Virginia
$2.98M +$97.6K +238 +5%
BIG
1673
Brookwood Investment Group
Arizona
$2.98M +$605K +1,475 +40%
LWM
1674
Lionshead Wealth Management
New York
$2.97M +$21.3K +52 +1%
AOWM
1675
Alpha Omega Wealth Management
Virginia
$2.96M -$18.9K -46 -0.9%
65 66
67
68 69