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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
2501
Cross Staff Investments
New York
$881K – – –
OWA
2502
Octavia Wealth Advisors
Ohio
$879K -$684K -3,674 -41%
KWM
2503
Keebeck Wealth Management
Illinois
$879K -$113K -608 -10%
ATS
2504
Ashton Thomas Securities
New York
$878K -$299K -1,606 -23%
S
2505
Sunpointe
Missouri
$875K -$123K -660 -11%
RIM
2506
Redwood Investment Management
Arizona
$874K +$54.5K +293 +6%
FFC
2507
First Financial Corp
Indiana
$874K +$11.7K +63 +1%
SWP
2508
Strategic Wealth Partners
Ohio
$874K +$931 +5 +0.1%
SI
2509
Severin Investments
Missouri
$868K +$336K +1,807 +53%
CM
2510
CoreCommodity Management
Connecticut
$868K +$974K +5,235 New
SWM
2511
SHP Wealth Management
Massachusetts
$867K +$20.5K +110 +2%
UAML
2512
US Asset Management LLC
Pennsylvania
$867K +$4.84K +26 +0.5%
EFH
2513
Eaton Financial Holdings
Florida
$867K -$128K -686 -12%
WKWM
2514
Walter & Keenan Wealth Management
Indiana
$865K -$37.2K -200 -4%
RCG
2515
Regatta Capital Group
California
$862K +$15.6K +84 +2%
CWMGP
2516
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$861K -$235K -1,263 -20%
TLA
2517
Tanglewood Legacy Advisors
Texas
$859K +$3.16K +17 +0.3%
QC
2518
Quent Capital
New York
$858K +$27.9K +150 +3%
BONH
2519
Bank of New Hampshire
New Hampshire
$856K -$1.27M -6,824 -57%
CPW
2520
Crestmont Private Wealth
Texas
$855K – – –
TCM
2521
Thoma Capital Management
Maryland
$855K +$10.1K +54 +1%
CS
2522
Capital Square
Tennessee
$854K -$75.6K -406 -8%
KFS
2523
Keynote Financial Services
Connecticut
$854K -$51.2K -275 -5%
CWP
2524
Curated Wealth Partners
California
$853K +$326K +1,753 +52%
CW
2525
Code Waechter
Florida
$852K +$30.5K +164 +3%
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