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Celestica
CLS

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
601
World Equity Group
Illinois
$440K -$564K -1,503 -55%
AWM
602
Athena Wealth Management
Nevada
$440K +$89.7K +239 +25%
AMM
603
American Money Management
California
$438K – – –
TNAM
604
Terra Nova Asset Management
New York
$434K -$73.2K -195 -14%
BWM
605
Bullock Wealth Management
Indiana
$427K +$443K +1,181 New
APA
606
Astoria Portfolio Advisors
New York
$417K +$3K +8 +0.7%
HAG
607
HighPoint Advisor Group
Illinois
$412K -$260K -694 -38%
WWM
608
Walser Wealth Management
Florida
$407K +$419K +1,117 New
FOA
609
Five Oceans Advisors
California
$403K – – –
EFM
610
E Fund Management
China
$401K – – –
LFAS
611
Level Four Advisory Services
Texas
$401K -$551K -1,469 -57%
SG
612
StoneX Group
New York
$400K -$24.8K -66 -6%
IWM
613
IHT Wealth Management
Illinois
$398K -$35.3K -94 -8%
BWA
614
BlueSky Wealth Advisors
North Carolina
$388K +$399K +1,063 New
EFG
615
Everest Financial Group
Minnesota
$383K – – –
PC
616
PCB Capital
New Jersey
$379K +$16.5K +44 +4%
SAI
617
Savvy Advisors Inc
New York
$378K +$71.3K +190 +22%
LFP
618
Leeward Financial Partners
Washington
$377K +$19.1K +51 +5%
PP
619
PDS Planning
Ohio
$376K +$387K +1,032 New
CP
620
Capital Planning
Washington
$374K – – –
BFG
621
Beacon Financial Group
Texas
$374K +$90.1K +240 +31%
FRA
622
Frank Rimerman Advisors
California
$372K +$3.38K +9 +0.9%
KWM
623
Kassira Wealth Management
Tennessee
$371K +$381K +1,016 New
BPA
624
Beacon Pointe Advisors
California
$369K +$380K +1,013 New
VCM
625
Versant Capital Management
Arizona
$369K -$9.01K -24 -2%
23 24
25
26 27