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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1501
E Fund Management
China
$256K +$264K +928 New
HC
1502
Hendley & Co
Ohio
$256K – – –
DI
1503
Disciplined Investors
Texas
$255K +$277K +974 New
WF
1504
WoodTrust Financial
Wisconsin
$255K – – –
BWA
1505
BlueChip Wealth Advisors
Georgia
$254K +$33.8K +119 +15%
CFO
1506
CVA Family Office
Colorado
$254K +$13.6K +48 +5%
CAL
1507
Capital Analysts LLC
Pennsylvania
$254K +$1.99K +7 +0.8%
MHC
1508
May Hill Capital
Massachusetts
$254K +$261K +919 New
MCCA
1509
Mill Creek Capital Advisors
Pennsylvania
$254K -$26.1K -92 -9%
SAA
1510
Southeast Asset Advisors
Georgia
$254K +$37.5K +132 +17%
BWP
1511
Barlow Wealth Partners
Kentucky
$253K +$5.11K +18 +2%
EL
1512
Essex LLC
Illinois
$253K – – –
LWL
1513
Leo Wealth LLC
Texas
$253K +$2.56K +9 +1%
VWA
1514
Visionary Wealth Advisors
Illinois
$253K -$5.39K -19 -2%
KCM
1515
Kornitzer Capital Management
Kansas
$253K +$32.4K +114 +14%
TC
1516
Trilogy Capital
California
$252K -$9.37K -33 -3%
FMP
1517
Financial Management Professionals
Texas
$251K +$1.99K +7 +0.8%
FCAS
1518
First Command Advisory Services
Texas
$251K +$127K +446 +97%
SWM
1519
Seed Wealth Management
Illinois
$250K – – –
CFA
1520
CWS Financial Advisors
Michigan
$249K +$256K +901 New
ACM
1521
AUA Capital Management
Pennsylvania
$249K – – –
EDRH
1522
Edmond de Rothschild Holding
Switzerland
$249K +$45.4K +160 +22%
I
1523
INVST
Indiana
$248K -$5.11K -18 -2%
GPW
1524
Genesis Private Wealth
Virginia
$248K +$255K +897 New
VWWMG
1525
Vermillion & White Wealth Management Group
Pennsylvania
$248K +$255K +897 New
59 60
61
62 63