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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2676
Rede Wealth
Virginia
$4.89M -$12.2K -56 -0.2%
AW
2677
Alteri Wealth
California
$4.89M +$70.5K +325 +1%
FI
2678
Finivi Inc
Massachusetts
$4.89M +$143K +660 +3%
LWA
2679
Lineweaver Wealth Advisors
Ohio
$4.89M +$112K +516 +2%
SCP
2680
Steamboat Capital Partners
New York
$4.89M -$86.6K -399 -2%
BCPE
2681
Bain Capital Public Equity
Massachusetts
$4.88M +$5.57M +25,663 New
MP
2682
McDonald Partners
Ohio
$4.88M +$155K +712 +3%
FAG
2683
Fortitude Advisory Group
Washington
$4.88M +$736K +3,392 +14%
BWA
2684
BlueSky Wealth Advisors
North Carolina
$4.87M – – –
CWP
2685
Curated Wealth Partners
California
$4.87M -$375K -1,730 -6%
RLWM
2686
RF&L Wealth Management
Massachusetts
$4.87M -$2.17K -10 -0%
CFO
2687
CVA Family Office
Colorado
$4.87M +$174K +802 +3%
FNBOH
2688
First National Bank of Hutchinson
Kansas
$4.87M +$203K +937 +4%
FA
2689
Fountainhead AM
New Jersey
$4.87M +$1.78M +8,198 +47%
GAMC
2690
Garner Asset Management Corp
Texas
$4.86M -$113K -519 -2%
AP
2691
Advisors Preferred
Maryland
$4.86M +$5.49M +25,300 New
RPGK
2692
Retirement Planning Group (Kansas)
Kansas
$4.86M +$38.4K +177 +0.7%
CH
2693
Cromwell Holdings
Wyoming
$4.85M – – –
JWM
2694
Jupiter Wealth Management
Colorado
$4.85M -$1.54M -7,109 -23%
SFA
2695
Semmax Financial Advisors
North Carolina
$4.84M +$131K +603 +2%
FMN
2696
Financial Management Network
California
$4.84M +$46.7K +215 +0.8%
SGCA
2697
Steel Grove Capital Advisors
Tennessee
$4.84M -$106K -487 -2%
B
2698
Barings
North Carolina
$4.83M -$176K -812 -3%
WCAMG
2699
Woodard & Company Asset Management Group
North Carolina
$4.83M +$198K +913 +4%
SXL
2700
Summit X LLC
Missouri
$4.83M +$199K +916 +4%
106 107
108
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