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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2751
SeaBridge Investment Advisors
New Jersey
$442K -$14.1K -190 -3%
ACM
2752
Alessandra Capital Management
California
$442K +$426K +5,740 New
AWS
2753
Alliance Wealth Strategies
Virginia
$442K +$425K +5,734 New
SFGM
2754
Stonebridge Financial Group (Missouri)
Missouri
$442K +$425K +5,734 New
CIA
2755
Cape Investment Advisory
Georgia
$441K +$411K +5,538 +2,946%
SIAG
2756
Safeguard Investment Advisory Group
California
$439K -$85.2K -1,148 -17%
TWA
2757
Tulsa Wealth Advisors
Oklahoma
$439K +$423K +5,702 New
FWM
2758
Fonville Wealth Management
Virginia
$439K +$11.3K +152 +3%
DWP
2759
Destiny Wealth Partners
Florida
$437K -$16.7K -225 -4%
CFO
2760
Custos Family Office
Texas
$436K +$1.04K +14 +0.2%
RFG
2761
RFP Financial Group
Georgia
$436K +$29.7K +400 +8%
OCPWS
2762
One Charles Private Wealth Services
Massachusetts
$436K -$8.31K -112 -2%
CWM
2763
Collaborative Wealth Management
Florida
$436K +$420K +5,654 New
MCM
2764
McRae Capital Management
New Jersey
$435K -$69.5K -936 -14%
PWM
2765
Peak Wealth Management
New Hampshire
$435K +$419K +5,650 New
AT
2766
American Trust
Kentucky
$433K -$191K -2,568 -31%
SDWMA
2767
Schneider Downs Wealth Management Advisors
Pennsylvania
$432K +$668 +9 +0.2%
WAM
2768
Wakefield Asset Management
Colorado
$432K +$12.8K +172 +3%
AWM
2769
Ariadne Wealth Management
California
$432K +$78.3K +1,055 +22%
SCM
2770
Sitrin Capital Management
California
$432K – – –
SIC
2771
Samalin Investment Counsel
New York
$431K +$1.56K +21 +0.4%
CFS
2772
CGC Financial Services
Oregon
$431K +$73.5K +990 +22%
NF
2773
Nvest Financial
New Hampshire
$429K +$6.31K +85 +2%
CWM
2774
C2C Wealth Management
Arizona
$429K +$22.3K +300 +6%
MC
2775
Matisse Capital
Oregon
$429K +$45.5K +613 +12%
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