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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1401
FineMark National Bank & Trust
Florida
$311K +$334K +1,598 New
WAG
1402
Winthrop Advisory Group
Massachusetts
$310K -$10.4K -50 -3%
CCM
1403
Carlson Capital Management
Minnesota
$308K +$91K +436 +41%
IFAM
1404
Institutional & Family Asset Management
Colorado
$307K +$152K +727 +85%
PV
1405
Private Vista
Illinois
$305K -$17.5K -84 -5%
TPWA
1406
TRUE Private Wealth Advisors
Oregon
$304K -$15K -72 -4%
KFI
1407
Key Financial Inc
Pennsylvania
$303K +$10.4K +50 +3%
FA
1408
FCG Advisors
New Jersey
$302K +$2.92K +14 +0.9%
CG
1409
CFO4Life Group
Texas
$300K -$8.97K -43 -3%
DY
1410
Dowling & Yahnke
California
$300K – – –
CWM
1411
Chesapeake Wealth Management
Virginia
$300K +$322K +1,545 New
EWM
1412
Edge Wealth Management
New York
$298K -$31.9K -153 -9%
PT
1413
Plimoth Trust
Massachusetts
$298K – – –
CFG
1414
Cooper Financial Group
California
$298K +$320K +1,531 New
BP
1415
BBR Partners
New York
$297K -$357K -1,709 -53%
EWM
1416
Empirical Wealth Management
Washington
$297K -$73.5K -352 -19%
LW
1417
Linscomb Wealth
Texas
$297K +$319K +1,529 New
TL
1418
TrueWealth LLC
Georgia
$296K – – –
F
1419
Filament
Washington
$296K +$626 +3 +0.2%
PW
1420
Peninsula Wealth
California
$296K +$73.3K +351 +30%
SG
1421
StoneX Group
New York
$295K -$73.7K -353 -19%
AFM
1422
Andesa Financial Management
Pennsylvania
$295K -$15K -72 -5%
AWS
1423
AJ Wealth Strategies
New York
$293K +$314K +1,506 New
ACA
1424
Anchor Capital Advisors
Massachusetts
$292K – – –
RA
1425
RFG Advisory
Alabama
$290K -$24.8K -119 -7%
55 56
57
58 59