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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2551
Kozak & Associates
Colorado
$723K -$745K -4,891 -52%
TSW
2552
Three Seasons Wealth
Utah
$723K +$2.59K +17 +0.4%
AIM
2553
Arcadia Investment Management
Michigan
$722K +$32.1K +211 +5%
CFO
2554
Collective Family Office
Pennsylvania
$722K -$24.8K -163 -3%
TC
2555
Trilogy Capital
California
$721K -$2.82M -18,498 -80%
KA
2556
KDT Advisors
New York
$721K +$57K +374 +9%
CWA
2557
CM Wealth Advisors
Ohio
$720K +$143K +942 +25%
FNBOH
2558
First National Bank of Hutchinson
Kansas
$720K -$414K -2,717 -37%
WRPWM
2559
Werba Rubin Papier Wealth Management
California
$718K +$121K +794 +20%
CG
2560
Corundum Group
Colorado
$718K +$18.6K +122 +3%
MCC
2561
Malaga Cove Capital
California
$718K +$16.6K +109 +2%
FFO
2562
Fiduciary Family Office
Florida
$716K – – –
CFGW
2563
Chancellor Financial Group WB
Pennsylvania
$714K -$30.2K -198 -4%
CNTOF
2564
Canandaigua National Trust of Florida
New York
$714K +$257K +1,689 +56%
NWM
2565
Northcape Wealth Management
New York
$714K +$76.3K +501 +12%
RA
2566
Ruggaard & Associates
Ohio
$713K +$11.9K +78 +2%
PNFS
2567
PW Nova Financial Services
Pennsylvania
$713K +$697K +4,574 New
OFG
2568
Oxford Financial Group
Indiana
$713K -$267K -1,753 -27%
BF
2569
Brooklyn FI
New York
$712K +$289K +1,898 +68%
LPAM
2570
Lodestar Private Asset Management
California
$712K -$69.5K -456 -9%
EIA
2571
Eldridge Investment Advisors
New Hampshire
$710K +$5.03K +33 +0.7%
CIA
2572
Compass Ion Advisors
Pennsylvania
$709K -$79.7K -523 -10%
XWL
2573
XXI Wealth LLC
Illinois
$709K +$709K +4,652 New
RWM
2574
Revisor Wealth Management
Ohio
$708K -$18.7K -123 -3%
VGDSS
2575
VUB Generali dochodkova spravcovska spolocnost
$708K +$708K +4,648 New
101 102
103
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