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Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
3476
Financial & Tax Architects
Missouri
$878K +$129K +966 +16%
RRCM
3477
Rappaport Reiches Capital Management
Illinois
$876K -$109K -815 -11%
CSIA
3478
Carl Stuart Investment Advisor
Texas
$876K – – –
RF
3479
RHS Financial
California
$875K +$403K +3,009 +78%
AW
3480
Avion Wealth
Texas
$873K +$80.9K +604 +10%
THL
3481
Tillman Hartley LLC
Colorado
$871K -$2.68K -20 -0.3%
CWM
3482
Collaborative Wealth Management
Florida
$871K – – –
FZCM
3483
Flynn Zito Capital Management
New York
$869K +$53.6K +400 +6%
MFGM
3484
Marshall Financial Group (Maryland)
Maryland
$867K -$45.6K -340 -5%
WAL
3485
W Advisors LLC
Tennessee
$867K +$94.2K +703 +11%
MF
3486
Montis Financial
Massachusetts
$865K -$108K -809 -11%
EP
3487
EPIQ Partners
Minnesota
$864K -$129K -960 -12%
GSIS
3488
Global Strategic Investment Solutions
Arizona
$864K -$52.5K -392 -5%
ST
3489
Sentinel Trust
Texas
$861K +$304K +2,267 +50%
PWA
3490
Provenance Wealth Advisors
Florida
$859K +$906K +6,758 New
ADIM
3491
Alpha DNA Investment Management
Maryland
$859K +$905K +6,755 New
WAM
3492
Werlinich Asset Management
Connecticut
$858K +$17.4K +130 +2%
BWM
3493
Biltmore Wealth Management
Arizona
$858K +$10.2K +76 +1%
RAG
3494
RIA Advisory Group
Iowa
$858K -$785K -5,858 -47%
BHBT
3495
Burke & Herbert Bank & Trust
Virginia
$856K -$166K -1,237 -16%
GFWA
3496
Grey Fox Wealth Advisors
Delaware
$855K -$16.9K -126 -2%
MFA
3497
Morling Financial Advisors
California
$854K -$11.9K -89 -1%
GWA
3498
Geometric Wealth Advisors
District of Columbia
$851K +$20.8K +155 +2%
JWWM
3499
Johnson & White Wealth Management
Pennsylvania
$851K +$897K +6,696 New
OA
3500
Operose Advisors
Wisconsin
$849K +$618K +4,611 +223%
138 139
140
141 142