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Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
2251
Compagnie Lombard Odier SCmA
Switzerland
$984K -$837K -5,346 -48%
FSWA
2252
Financial Synergies Wealth Advisors
Texas
$983K +$82.3K +526 +10%
CA
2253
CV Advisors
Florida
$983K +$18K +115 +2%
SFGP
2254
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$981K +$3.44K +22 +0.4%
SFP
2255
Sandbox Financial Partners
Maryland
$976K +$15.3K +98 +2%
FPGK
2256
Financial Partners Group (Kansas)
Kansas
$976K -$95.3K -609 -9%
6F
2257
626 Financial
Michigan
$975K -$11.9K -76 -1%
FBFS
2258
First Business Financial Services
Wisconsin
$974K +$30.2K +193 +3%
CW
2259
Code Waechter
Florida
$973K +$75.9K +485 +9%
TSWM
2260
Tyler-Stone Wealth Management
Ohio
$973K +$67.9K +434 +8%
WW
2261
Waterfront Wealth
Kansas
$972K -$313 -2 -0%
GSWA
2262
Good Steward Wealth Advisors
Tennessee
$972K +$910K +5,811 New
PMG
2263
Private Management Group
California
$972K +$6.89K +44 +0.8%
BWCS
2264
Beirne Wealth Consulting Services
Connecticut
$971K – – –
PWM
2265
Partnership Wealth Management
Maryland
$970K – – –
FFC
2266
First Financial Corp
Indiana
$969K -$1.1K -7 -0.1%
ERWM
2267
Elk River Wealth Management
Colorado
$969K -$3.91K -25 -0.4%
USB
2268
Union Savings Bank
Connecticut
$968K -$157K -1,002 -15%
GWS
2269
Greykasell Wealth Strategies
California
$966K +$313 +2 +0%
SA
2270
Sovran Advisors
California
$966K +$163K +1,039 +17%
AA
2271
Altrafin AG
$965K -$1.34M -8,569 -60%
ICP
2272
Interchange Capital Partners
Pennsylvania
$964K +$97.4K +622 +12%
SAM
2273
Smithbridge Asset Management
Pennsylvania
$962K +$901K +5,753 New
EWS
2274
Evergreen Wealth Solutions
Pennsylvania
$961K -$136K -870 -13%
FNBOMD
2275
First National Bank of Mount Dora
Florida
$961K -$116K -740 -11%
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91
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