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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2301
Cassady Schiller Wealth Management
Ohio
$778K – – –
FFO
2302
Fortitude Family Office
Arizona
$777K +$491K +3,297 +166%
RWA
2303
Roberts Wealth Advisors
California
$776K +$143K +959 +23%
KFS
2304
Keynote Financial Services
Connecticut
$773K – – –
HEIP
2305
Hudson Edge Investment Partners
New Jersey
$772K -$27.8K -187 -3%
OL
2306
Owen LaRue
Kentucky
$771K -$606K -4,074 -44%
AA
2307
Auxano Advisors
Washington
$771K -$1.79K -12 -0.2%
WC
2308
Waterloo Capital
Texas
$771K -$344K -2,308 -31%
SFB
2309
STAR Financial Bank
Indiana
$770K -$165K -1,108 -17%
PAG
2310
Powers Advisory Group
Illinois
$770K +$1.19K +8 +0.2%
ACA
2311
Aspire Capital Advisors
Washington
$769K +$10.7K +72 +1%
SW
2312
SkyOak Wealth
Michigan
$769K -$43K -289 -5%
CSI
2313
Cross Staff Investments
New York
$767K +$10.1K +68 +1%
AAG
2314
Armstrong Advisory Group
Massachusetts
$762K -$27.4K -184 -3%
BOM
2315
Bank of Marin
California
$762K +$40.8K +274 +6%
EWS
2316
Evergreen Wealth Solutions
Pennsylvania
$762K -$324K -2,175 -30%
SWM
2317
Sterling Wealth Management
Illinois
$762K +$39.4K +265 +5%
CPP
2318
Capasso Planning Partners
South Carolina
$761K -$363K -2,439 -32%
SAM
2319
Seelaus Asset Management
New Jersey
$758K – – –
F4L
2320
Fortune 45 LLC
Louisiana
$758K -$744 -5 -0.1%
NFA
2321
Northern Financial Advisors
Michigan
$758K -$54K -363 -7%
GG
2322
Greenwood Gearhart
Arkansas
$758K – – –
CNBT
2323
Cornerstone National Bank & Trust
Illinois
$758K +$81.6K +548 +12%
BT
2324
Brandywine Trust
Delaware
$755K – – –
W
2325
WorthPointe
California
$754K -$3.13K -21 -0.4%
91 92
93
94 95