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Name Holding Trade Value Shares
Change 		Change in
Stake
EFH
2526
Eaton Financial Holdings
Florida
$867K -$128K -686 -12%
WKWM
2527
Walter & Keenan Wealth Management
Indiana
$865K -$37.2K -200 -4%
RCG
2528
Regatta Capital Group
California
$862K +$15.6K +84 +2%
CWMGP
2529
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$861K -$235K -1,263 -20%
TLA
2530
Tanglewood Legacy Advisors
Texas
$859K +$3.16K +17 +0.3%
QC
2531
Quent Capital
New York
$858K +$27.9K +150 +3%
BONH
2532
Bank of New Hampshire
New Hampshire
$856K -$1.27M -6,824 -57%
CPW
2533
Crestmont Private Wealth
Texas
$855K – – –
TCM
2534
Thoma Capital Management
Maryland
$855K +$10.1K +54 +1%
CS
2535
Capital Square
Tennessee
$854K -$75.6K -406 -8%
KFS
2536
Keynote Financial Services
Connecticut
$854K -$51.2K -275 -5%
CWP
2537
Curated Wealth Partners
California
$853K +$326K +1,753 +52%
CW
2538
Code Waechter
Florida
$852K +$30.5K +164 +3%
AAB
2539
ABN AMRO Bank
Netherlands
$852K -$287K -1,540 -23%
OPTFSNA
2540
Old Point Trust & Financial Services N A
Virginia
$851K -$124K -665 -11%
SWGC
2541
Summit Wealth Group (Colorado)
Colorado
$851K +$182K +976 +23%
LFA
2542
LGT Financial Advisors
Texas
$851K +$1.68K +9 +0.2%
BT
2543
Brandywine Trust
Delaware
$850K – – –
HCP
2544
Hardin Capital Partners
South Carolina
$849K -$21.4K -115 -2%
WFA
2545
Wellspring Financial Advisors
Ohio
$848K -$8.38K -45 -0.9%
KA
2546
KDT Advisors
New York
$847K +$36.3K +195 +4%
MCM
2547
Mainstream Capital Management
California
$847K – – –
ALA
2548
Atlas Legacy Advisors
California
$846K +$121K +649 +15%
FSAG
2549
Financial Solutions Advisory Group
Illinois
$846K -$7.45K -40 -0.8%
OL
2550
OneFund LLC
Florida
$845K -$19.4K -104 -2%
100 101
102
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