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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2826
Curated Wealth Partners
California
$352K -$8.08K -50 -2%
BFAG
2827
Blackston Financial Advisory Group
Florida
$351K +$13.7K +85 +4%
FFA
2828
Fi3 Financial Advisors
Indiana
$350K +$39.4K +244 +13%
CC
2829
Constitution Capital
Connecticut
$350K – – –
PWA
2830
Phoenix Wealth Advisors
North Carolina
$350K +$68.3K +423 +26%
WC
2831
Weil Company
California
$347K +$162 +1 +0%
AA
2832
ALPS Advisors
Colorado
$347K +$333K +2,060 New
OCM
2833
Osterweis Capital Management
California
$347K – – –
PIA
2834
Powell Investment Advisors
Florida
$346K – – –
NPF
2835
Norris Perne & French
Michigan
$346K +$16.2K +100 +5%
ACA
2836
Atlas Capital Advisors
Wyoming
$345K +$78.2K +484 +31%
FA
2837
Fountainhead AM
New Jersey
$344K -$144K -889 -30%
SGK
2838
Steigerwald Gordon & Koch
Virginia
$344K -$9.21K -57 -3%
FPWM
2839
FSB Premier Wealth Management
Iowa
$344K +$121K +749 +58%
LFP
2840
Lakeshore Financial Planning
Michigan
$343K +$329K +2,035 New
HFS
2841
Heritage Financial Services
Massachusetts
$343K +$12.1K +75 +4%
FL
2842
Fort LP
Maryland
$341K +$27.1K +168 +9%
WWM
2843
Wolff Wiese Magana
California
$340K – – –
TPW
2844
Transatlantique Private Wealth
New York
$340K +$5.65K +35 +2%
BP
2845
Broadleaf Partners
Ohio
$340K -$7.43K -46 -2%
EA
2846
Ellsworth Advisors
Ohio
$340K – – –
CA
2847
Claris Advisors
Missouri
$339K – – –
NCM
2848
Northwest Capital Management
Oregon
$339K -$3.55K -22 -1%
PIMG
2849
Patriot Investment Management Group
Tennessee
$338K – – –
WAM
2850
WealthTrust Asset Management
Florida
$338K +$2.42K +15 +0.8%
112 113
114
115 116