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Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1701
McGlone Suttner Wealth Management
Wisconsin
$696K -$120K -530 -17%
PEA
1702
Park Edge Advisors
Ohio
$695K +$598K +2,641 New
SC
1703
Sonen Capital
California
$694K +$71.7K +317 +14%
VT
1704
Vise Technologies
New York
$692K +$50.9K +225 +9%
WAAG
1705
Wealth Alliance Advisory Group
Kansas
$691K +$129K +569 +28%
TCG
1706
Transcendent Capital Group
Oklahoma
$689K +$592K +2,617 New
GSIAS
1707
Garden State Investment Advisory Services
New Jersey
$686K +$22.4K +99 +4%
SB
1708
Sunflower Bank
Texas
$686K +$26.9K +119 +5%
CWM
1709
Circle Wealth Management
New Jersey
$681K +$33K +146 +6%
MCCA
1710
Mill Creek Capital Advisors
Pennsylvania
$680K +$585K +2,586 New
AIMA
1711
Ables Iannone Moore & Associates
Georgia
$680K +$585K +2,584 New
RIP
1712
RAM Investment Partners
Washington
$679K +$6.56K +29 +1%
CP
1713
Covenant Partners
Tennessee
$678K – – –
OL
1714
OneFund LLC
Florida
$677K +$583K +2,574 New
OFS
1715
OneAscent Financial Services
Alabama
$677K -$136K -602 -19%
KA
1716
Kozak & Associates
Colorado
$676K +$905 +4 +0.2%
AF
1717
Apollon Financial
South Carolina
$674K +$580K +2,563 New
TWP
1718
Tyche Wealth Partners
Texas
$673K +$578K +2,556 New
KFI
1719
Key Financial Inc
Pennsylvania
$670K -$4.53K -20 -0.8%
FCBT
1720
First Citizens Bank & Trust
North Carolina
$670K -$3.85K -17 -0.7%
SCP
1721
Sivia Capital Partners
California
$669K +$575K +2,542 New
KC
1722
Knuff & Co
California
$668K -$33.9K -150 -6%
CBT
1723
Central Bank & Trust
Kentucky
$666K -$328K -1,449 -36%
FWP
1724
FAS Wealth Partners
Kansas
$665K -$17K -75 -3%
BFA
1725
Beaumont Financial Advisors
Massachusetts
$663K +$123K +544 +28%
67 68
69
70 71