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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1601
Retirement Planning Group (Kansas)
Kansas
$321K +$78.3K +240 +34%
PP
1602
Pacifica Partners
Canada
$321K – – –
RI
1603
Ridgewood Investments
New Jersey
$321K -$131K -402 -30%
VP
1604
Verum Partners
North Carolina
$321K +$3.59K +11 +1%
SAM
1605
Sompo Asset Management
Japan
$320K +$55.4K +170 +22%
WF
1606
Womack Financial
Texas
$319K -$12.4K -38 -4%
CA
1607
Cullinan Associates
Kentucky
$318K +$16.3K +50 +6%
FWP
1608
Falcon Wealth Planning
California
$317K -$43.7K -134 -13%
DI
1609
Diligent Investors
California
$317K – – –
MEAC
1610
M.E. Allison & Co
Texas
$315K -$5.54K -17 -2%
BWA
1611
BlueChip Wealth Advisors
Georgia
$314K – – –
TWD
1612
True Wealth Design
Ohio
$313K +$45.7K +140 +18%
RCM
1613
RB Capital Management
Nevada
$313K -$11.7K -36 -4%
WRPWM
1614
Werba Rubin Papier Wealth Management
California
$313K -$8.15K -25 -3%
AOWM
1615
Asset One Wealth Management
Washington
$312K +$5.87K +18 +2%
FWP
1616
Family Wealth Partners
North Carolina
$311K +$6.85K +21 +2%
JSSH
1617
J. Safra Sarasin Holding
$311K +$297K +912 New
JSL
1618
JT Stratford LLC
Georgia
$310K -$687K -2,106 -70%
SIA
1619
Sovereign Investment Advisors
Arizona
$310K +$32.6K +100 +12%
CWMA
1620
Capstone Wealth Management (Alabama)
Alabama
$310K +$296K +909 New
GCP
1621
Guardian Capital (Pennsylvania)
Pennsylvania
$309K -$52.2K -160 -15%
OIS
1622
OneAscent Investment Solutions
Alabama
$308K +$295K +905 New
HI
1623
Harrington Investments
California
$307K – – –
SAA
1624
Southeast Asset Advisors
Georgia
$307K – – –
HBW
1625
Hazlett, Burt & Watson
West Virginia
$307K – – –
63 64
65
66 67