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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1601
FSM Wealth Advisors
Ohio
$729K +$117K +1,152 +18%
MG
1602
Marex Group
$728K -$377K -3,700 -33%
ATC
1603
Adirondack Trust Company
New York
$728K -$39.1K -384 -5%
ALAM
1604
Asahi Life Asset Management
Japan
$726K -$38.6K -379 -5%
CWP
1605
Cyndeo Wealth Partners
Florida
$724K +$61.4K +602 +9%
HWM
1606
Hohimer Wealth Management
Washington
$723K +$5.71K +56 +0.8%
HCP
1607
Hexagon Capital Partners
Arkansas
$719K +$50K +490 +7%
BIAS
1608
Beacon Investment Advisory Services
New Jersey
$718K -$32.6K -320 -4%
3IP
1609
3Chopt Investment Partners
Virginia
$717K +$108K +1,055 +17%
DA
1610
Doliver Advisors
Texas
$714K -$19.6K -192 -3%
AWM
1611
Accurate Wealth Management
Florida
$713K – – –
PTP
1612
Platform Technology Partners
New York
$713K +$9.99K +98 +1%
RWB
1613
RMR Wealth Builders
New Jersey
$713K -$30.6K -300 -4%
SC
1614
Saybrook Capital
North Carolina
$712K – – –
TIA
1615
Trust Investment Advisors
Indiana
$712K -$19.4K -190 -3%
LA
1616
LVW Advisors
New York
$712K +$11.8K +116 +2%
CFP
1617
Catalyst Financial Partners
Massachusetts
$711K +$144K +1,412 +24%
UAG
1618
United Advisor Group
Ohio
$709K +$81.6K +800 +12%
XWM
1619
Xcel Wealth Management
Florida
$709K -$1.07M -10,447 -59%
ACM
1620
Aljian Capital Management
Nevada
$709K -$110K -1,080 -13%
SWM
1621
Salvus Wealth Management
New Jersey
$705K -$68.8K -675 -8%
C
1622
Certuity
Florida
$705K -$85.2K -836 -10%
AWM
1623
Aries Wealth Management
Maine
$704K – – –
BCG
1624
Breakwater Capital Group
New Jersey
$702K -$205K -2,007 -22%
OL
1625
Optas LLC
Texas
$702K +$4.38K +43 +0.6%
63 64
65
66 67