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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1451
Planned Solutions
California
$258K +$245K +893 New
KWM
1452
Kolinsky Wealth Management
New Jersey
$257K -$11K -40 -4%
BWP
1453
Barlow Wealth Partners
Kentucky
$256K -$13.7K -50 -5%
MMM
1454
Mendel Money Management
Illinois
$256K -$1.37K -5 -0.6%
PJWM
1455
Philip James Wealth Mangement
Georgia
$255K +$548 +2 +0.2%
WWM
1456
WT Wealth Management
Arizona
$254K – – –
MWA
1457
Midland Wealth Advisors
Illinois
$254K +$4.11K +15 +2%
FFA
1458
Founders Financial Alliance
North Carolina
$254K -$24.1K -88 -9%
CRI
1459
Colonial River Investments
Virginia
$253K +$240K +877 New
SWA
1460
Stratos Wealth Advisors
Ohio
$252K +$240K +874 New
SG
1461
StoneX Group
New York
$252K +$239K +872 New
CFO
1462
CVA Family Office
Colorado
$252K +$1.37K +5 +0.6%
RB
1463
Renasant Bank
Mississippi
$251K -$822 -3 -0.3%
PCH
1464
PGIM Custom Harvest
New Jersey
$250K +$5.76K +21 +2%
FOA
1465
Five Oceans Advisors
California
$248K +$822 +3 +0.3%
FBC
1466
Fairfield, Bush & Co
Connecticut
$248K -$14.3K -52 -6%
BMO
1467
Beck Mack & Oliver
New York
$247K – – –
CS
1468
Crescent Sterling
Louisiana
$247K +$235K +858 New
PCM
1469
Poehling Capital Management
Wisconsin
$247K +$235K +857 New
EM
1470
Excalibur Management
Massachusetts
$247K -$50.4K -184 -18%
SWK
1471
Stephen W. Kidder
$245K -$51K -186 -18%
CW
1472
Code Waechter
Florida
$245K +$232K +848 New
MAWA
1473
Moss Adams Wealth Advisors
Washington
$245K +$232K +846 New
PP
1474
Paloma Partners
Connecticut
$244K -$65.5K -239 -22%
MCC
1475
Maiden Cove Capital
Maine
$244K +$232K +846 New
57 58
59
60 61