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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2501
Trueblood Wealth Management
Ohio
$417K – – –
AAM
2502
Augustine Asset Management
Florida
$416K -$19.4K -339 -5%
EPIMS
2503
Evelyn Partners Investment Management Services
$415K +$401K +7,018 New
MAG
2504
M3 Advisory Group
Massachusetts
$415K +$3.71K +65 +0.9%
SWP
2505
Semus Wealth Partners
Florida
$415K -$37.9K -663 -9%
OWA
2506
One Wealth Advisors
California
$415K -$260K -4,554 -39%
NEPPG
2507
New England Professional Planning Group
Rhode Island
$414K +$8.74K +153 +2%
AWA
2508
AGH Wealth Advisors
Kansas
$412K +$398K +6,965 New
HP
2509
Holistic Planning
Texas
$412K -$800 -14 -0.2%
MS
2510
Maven Securities
Jersey
$412K +$398K +6,962 New
MPWS
2511
McCarter Private Wealth Services
Massachusetts
$412K -$45.1K -790 -10%
EI
2512
Ellevest Inc
New York
$411K +$97.6K +1,709 +33%
TWPM
2513
Total Wealth Planning & Management
Florida
$411K +$396K +6,940 New
SMA
2514
Seven Mile Advisory
New Jersey
$411K +$19.7K +345 +5%
AR
2515
Apeiron RIA
Texas
$409K +$23.1K +405 +6%
BP
2516
Broadleaf Partners
Ohio
$409K -$63.3K -1,108 -14%
CVA
2517
Central Valley Advisors
California
$409K +$57 +1 +0%
MAWCM
2518
Mine & Arao Wealth Creation & Management
California
$408K -$40K -700 -9%
AAG
2519
Armstrong Advisory Group
Massachusetts
$408K -$55.9K -978 -12%
CRI
2520
Colonial River Investments
Virginia
$408K -$66.1K -1,158 -14%
SIAG
2521
Safeguard Investment Advisory Group
California
$408K -$26K -456 -6%
BWP
2522
BSW Wealth Partners
Colorado
$407K -$400 -7 -0.1%
CFP
2523
Cascade Financial Partners
California
$407K -$971 -17 -0.2%
MTIM
2524
Marathon Trading Investment Management
Pennsylvania
$406K +$48.3K +845 +14%
BEAM
2525
Baker Ellis Asset Management
Washington
$405K +$800 +14 +0.2%
99 100
101
102 103