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Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2826
CVA Family Office
Colorado
$209K +$28.1K +279 +15%
PIP
2827
Peachtree Investment Partners
Florida
$209K +$210K +2,087 New
OFS
2828
OneAscent Financial Services
Alabama
$209K +$211K +2,090 New
RW
2829
REDW Wealth
New Mexico
$209K +$210K +2,087 New
MSCM
2830
McElhenny Sheffield Capital Management
Texas
$209K -$9.61M -95,306 -98%
UL
2831
Unionview LLC
Washington
$209K +$210K +2,084 New
TC
2832
TAGStone Capital
North Carolina
$208K +$210K +2,079 New
CAM
2833
Claret Asset Management
Quebec, Canada
$208K +$210K +2,080 New
PFA
2834
Petra Financial Advisors
Colorado
$208K +$209K +2,074 New
PFA
2835
Plotkin Financial Advisors
Maryland
$208K +$209K +2,073 New
GF
2836
Gries Financial
Ohio
$207K -$58.2K -577 -22%
GFWA
2837
Grey Fox Wealth Advisors
Delaware
$207K -$13.9K -138 -6%
LAS
2838
LWM Advisory Services
Florida
$207K -$1.61K -16 -0.8%
TFO
2839
Tarbox Family Office
California
$206K +$208K +2,060 New
AIM
2840
AHL Investment Management
Florida
$206K +$208K +2,059 New
MWP
2841
Meridian Wealth Partners
Pennsylvania
$206K +$207K +2,053 New
BWM
2842
Birchcreek Wealth Management
Ohio
$206K -$68.1K -675 -25%
SAM
2843
S.A. Mason
Michigan
$205K +$605 +6 +0.3%
SIG
2844
Sargent Investment Group
Maryland
$205K +$207K +2,050 New
AMR
2845
Asset Management Resources
Massachusetts
$204K +$206K +2,042 New
CG
2846
Clarus Group
Texas
$204K +$206K +2,040 New
BA
2847
Ballast Advisors
Minnesota
$204K +$205K +2,038 New
SIS
2848
Sound Income Strategies
Florida
$204K +$504 +5 +0.2%
FA
2849
Faithward Advisors
Pennsylvania
$204K -$105K -1,040 -32%
MFGM
2850
Marshall Financial Group (Maryland)
Maryland
$204K +$205K +2,033 New
112 113
114
115 116