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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2551
Trilogy Capital
California
$721K -$2.82M -18,498 -80%
KA
2552
KDT Advisors
New York
$721K +$57K +374 +9%
CWA
2553
CM Wealth Advisors
Ohio
$720K +$143K +942 +25%
FNBOH
2554
First National Bank of Hutchinson
Kansas
$720K -$414K -2,717 -37%
WRPWM
2555
Werba Rubin Papier Wealth Management
California
$718K +$121K +794 +20%
CG
2556
Corundum Group
Colorado
$718K +$18.6K +122 +3%
MCC
2557
Malaga Cove Capital
California
$718K +$16.6K +109 +2%
FFO
2558
Fiduciary Family Office
Florida
$716K – – –
CFGW
2559
Chancellor Financial Group WB
Pennsylvania
$714K -$30.2K -198 -4%
CNTOF
2560
Canandaigua National Trust of Florida
New York
$714K +$257K +1,689 +56%
NWM
2561
Northcape Wealth Management
New York
$714K +$76.3K +501 +12%
RA
2562
Ruggaard & Associates
Ohio
$713K +$11.9K +78 +2%
PNFS
2563
PW Nova Financial Services
Pennsylvania
$713K +$697K +4,574 New
OFG
2564
Oxford Financial Group
Indiana
$713K -$267K -1,753 -27%
BF
2565
Brooklyn FI
New York
$712K +$289K +1,898 +68%
LPAM
2566
Lodestar Private Asset Management
California
$712K -$69.5K -456 -9%
EIA
2567
Eldridge Investment Advisors
New Hampshire
$710K +$5.03K +33 +0.7%
CIA
2568
Compass Ion Advisors
Pennsylvania
$709K -$79.7K -523 -10%
XWL
2569
XXI Wealth LLC
Illinois
$709K +$709K +4,652 New
RWM
2570
Revisor Wealth Management
Ohio
$708K -$18.7K -123 -3%
VGDSS
2571
VUB Generali dochodkova spravcovska spolocnost
$708K +$708K +4,648 New
SWP
2572
Strategic Wealth Partners
Ohio
$708K +$198K +1,303 +39%
BWP
2573
Balboa Wealth Partners
Arizona
$707K +$2.59K +17 +0.4%
GC
2574
Guilbault Capital
Louisiana
$707K +$706K +4,637 New
AFS
2575
Access Financial Services
Minnesota
$706K -$2.89K -19 -0.4%
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