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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2101
Laraway Financial Advisors
Minnesota
$237K +$965 +10 +0.4%
SAM
2102
Synergy Asset Management
Washington
$237K +$9.07K +94 +4%
CWM
2103
Chemistry Wealth Management
New York
$237K +$4.73K +49 +2%
EWS
2104
Evergreen Wealth Solutions
Pennsylvania
$236K +$5.89K +61 +2%
CCP
2105
Carmel Capital Partners
California
$235K -$12.9K -134 -5%
CHA
2106
Carmichael Hill & Associates
Maryland
$235K -$56.9K -590 -19%
CA
2107
Centerpoint Advisors
Massachusetts
$234K +$16K +166 +7%
CFD
2108
Creative Financial Designs
Indiana
$233K -$579 -6 -0.2%
CT
2109
Clearstead Trust
Maine
$233K +$56K +580 +30%
AFT
2110
Alpha Family Trust
California
$233K -$7.72K -80 -3%
BWM
2111
BigSur Wealth Management
Florida
$233K – – –
UCB
2112
United Community Bank
South Carolina
$232K -$3.38K -35 -1%
TPA
2113
Trivium Point Advisory
Connecticut
$232K +$1.06K +11 +0.4%
BWM
2114
Baron Wealth Management
Michigan
$231K +$239K +2,482 New
SCI
2115
S&CO Inc
Massachusetts
$231K – – –
AP
2116
Adero Partners
California
$231K +$19.5K +202 +9%
CWAF
2117
Core Wealth Advisors (Florida)
Florida
$230K +$37.4K +388 +19%
LCM
2118
LVM Capital Management
Michigan
$229K -$6.75K -70 -3%
IAG
2119
Investmark Advisory Group
Connecticut
$228K +$33.5K +347 +17%
TPWA
2120
TRUE Private Wealth Advisors
Oregon
$228K -$20.9K -217 -8%
GB
2121
Goepper Burkhardt
South Carolina
$227K +$235K +2,438 New
CIR
2122
Clear Investment Research
Georgia
$227K +$3.67K +38 +2%
CB
2123
Centennial Bank
Arkansas
$227K +$235K +2,431 New
NECFA
2124
New England Capital Financial Advisors
Connecticut
$227K +$251K +2,604 New
CA
2125
Cambridge Advisors
Nebraska
$226K -$1.25K -13 -0.5%
83 84
85
86 87