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Bank of Hawaii
BOH

Name Holding Trade Value Shares
Change 		Change in
Stake
API
301
Asset Planning Inc
California
$5.7K – – –
CFO
302
CVA Family Office
Colorado
$5.05K +$470 +6 +11%
KFAS
303
Keating Financial Advisory Services
Kansas
$4.4K – – –
BTI
304
Blue Trust Inc
Georgia
$3.67K -$235 -3 -6%
TCM
305
TD Capital Management
Tennessee
$3.49K +$78 +1 +2%
EWP
306
Elevation Wealth Partners
California
$3.1K – – –
MAS
307
MPWM Advisory Solutions
Georgia
$3.1K – – –
JWA
308
JFS Wealth Advisors
Pennsylvania
$3.1K +$470 +6 +19%
APFP
309
Action Point Financial Planning
Michigan
$3.1K +$3.05K +39 New
CA
310
Clearstead Advisors
Ohio
$2.77K +$2.66K +34 New
SGFG
311
Silver Grove Financial Group
New York
$2.69K +$2.58K +33 New
FFO
312
Fortitude Family Office
Arizona
$2.61K – – –
KG
313
Kilter Group
New York
$2.44K – – –
HNW
314
High Note Wealth
Minnesota
$2.2K – – –
PWMG
315
Prestige Wealth Management Group
New Jersey
$2.12K +$470 +6 +30%
SWAG
316
Spectrum Wealth Advisory Group
California
$1.96K +$1.88K +24 New
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.87K – – –
CA
318
Continuum Advisory
Idaho
$1.71K +$1.64K +21 New
BIA
319
Bell Investment Advisors
California
$1.55K +$470 +6 +46%
VWA
320
Valued Wealth Advisors
Utah
$1.47K +$1.41K +18 New
MCM
321
Manchester Capital Management
Vermont
$1.3K – – –
NA
322
NewEdge Advisors
Louisiana
$1.18K – – –
CCMI
323
Creative Capital Management Investments
California
$1.14K +$1.1K +14 New
PMFA
324
Plante Moran Financial Advisors
Michigan
$1.06K +$1.02K +13 New
SC
325
SouthState Corp
Florida
$815 – – –
11 12
13
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