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Name Holding Trade Value Shares
Change 		Change in
Stake
FNWM
2551
Financial Network Wealth Management
Utah
$320K -$14.8K -300 -5%
GWM
2552
Greenhouse Wealth Management
Connecticut
$320K +$2.26K +46 +0.7%
SPP
2553
Single Point Partners
Massachusetts
$318K +$26.3K +535 +10%
LT
2554
Legacy Trust
Michigan
$318K +$17.4K +354 +6%
AWM
2555
Abound Wealth Management
Tennessee
$318K +$20.8K +423 +7%
SAM
2556
Summit Asset Management
Tennessee
$315K -$29.5K -600 -9%
B
2557
Barings
North Carolina
$315K +$61.9K +1,259 +26%
LF
2558
LifeSteps Financial
California
$315K -$1.48K -30 -0.5%
OPWM
2559
Oakwell Private Wealth Management
Texas
$315K +$98 +2 +0%
RA
2560
Rise Advisors
New York
$315K +$4.33K +88 +1%
KBFS
2561
Kohmann Bosshard Financial Services
Ohio
$314K +$38.4K +780 +15%
APW
2562
Austin Private Wealth
Texas
$314K +$28.2K +573 +10%
TCWA
2563
Ten Capital Wealth Advisors
Washington
$312K +$135K +2,754 +84%
FWP
2564
Firethorn Wealth Partners
Georgia
$312K -$54.1K -1,100 -15%
W
2565
WealthOne
New York
$312K +$30.1K +612 +11%
EWP
2566
Engrave Wealth Partners
Texas
$312K -$5.66K -115 -2%
BWA
2567
Burt Wealth Advisors
Maryland
$312K – – –
SRWM
2568
Shira Ridge Wealth Management
California
$311K +$52.5K +1,068 +22%
CAM
2569
Cacti Asset Management
Georgia
$310K – – –
MAM
2570
Mastrapasqua Asset Management
Tennessee
$310K – – –
CIC
2571
Cutler Investment Counsel
Oregon
$310K – – –
BONST
2572
Bank of Nova Scotia Trust
Ontario, Canada
$310K +$6.59K +134 +2%
PS
2573
Planned Solutions
California
$309K -$394 -8 -0.1%
AWM
2574
Aprio Wealth Management
Georgia
$308K +$5.51K +112 +2%
LGA
2575
Lebenthal Global Advisors
New York
$307K -$26.5K -538 -8%
101 102
103
104 105