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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2101
Red Door Wealth Management
Tennessee
$777K -$577K -8,459 -43%
SHGA
2102
Sand Hill Global Advisors
California
$777K – – –
TCMG
2103
TSP Capital Management Group
New Jersey
$777K +$774K +11,350 New
WAG
2104
Wallace Advisory Group
California
$776K -$244K -3,586 -24%
SFG
2105
Shum Financial Group
California
$776K +$773K +11,346 New
DWM
2106
Dogwood Wealth Management
Kansas
$776K -$21K -308 -3%
SIG
2107
Sky Investment Group
Connecticut
$774K – – –
AIP
2108
Alexis Investment Partners
Texas
$771K +$91.5K +1,343 +13%
GWS
2109
Greykasell Wealth Strategies
California
$771K +$25.4K +372 +3%
CCFCSB
2110
Cape Cod Five Cents Savings Bank
Massachusetts
$770K – – –
MFWP
2111
Mosaic Family Wealth Partners
Missouri
$770K -$29.9K -438 -4%
AFWM
2112
AMJ Financial Wealth Management
Virginia
$770K +$767K +11,252 New
WI
2113
WBI Investments
New Jersey
$770K -$696K -10,207 -48%
AG
2114
AmeriFlex Group
Nevada
$765K +$582K +8,537 +323%
HCMG
2115
Howard Capital Management Group
California
$763K +$6.82K +100 +0.9%
SPF
2116
South Plains Financial
Texas
$763K +$111K +1,631 +17%
OFS
2117
Orrstown Financial Services
Pennsylvania
$762K -$18.5K -272 -2%
FCFC
2118
First Citizens Financial Corp
Iowa
$762K – – –
EWA
2119
Emergent Wealth Advisors
New York
$761K +$84.5K +1,239 +13%
MFG
2120
Magnus Financial Group
New York
$761K +$22.4K +328 +3%
BW
2121
Basepoint Wealth
Iowa
$760K -$6.61K -97 -0.9%
MWM
2122
Mindset Wealth Management
Indiana
$759K +$3K +44 +0.4%
RA
2123
Rise Advisors
New York
$759K -$6.07K -89 -0.8%
GGA
2124
Granite Group Advisors
Connecticut
$759K -$161K -2,369 -18%
OL
2125
OneFund LLC
Florida
$758K +$29.7K +436 +4%
83 84
85
86 87