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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1801
Ridgecrest Wealth Partners
California
$715K +$353 +4 +0.1%
SI
1802
Seeds Investor
New York
$714K +$697K +7,904 New
DP
1803
Dearborn Partners
Illinois
$713K -$103K -1,170 -13%
SC
1804
Schulhoff & Co
Ohio
$712K – – –
FW
1805
FirstPurpose Wealth
Utah
$711K +$882 +10 +0.1%
BFA
1806
Beacon Financial Advisory
Ohio
$710K +$74.5K +845 +12%
SA
1807
SRH Advisors
Kansas
$709K – – –
EWA
1808
Etesian Wealth Advisors
Oregon
$708K -$13.6K -154 -2%
FDCP
1809
Foster Dykema Cabot & Partners
Massachusetts
$707K +$688K +7,807 New
PTP
1810
Platform Technology Partners
New York
$707K -$38.1K -432 -6%
MSA
1811
Marino Stram & Associates
Massachusetts
$706K -$13.6K -154 -2%
LP
1812
LGL Partners
Pennsylvania
$706K -$45K -511 -6%
TCG
1813
Transcendent Capital Group
Oklahoma
$705K +$688K +7,804 New
KCFA
1814
Key Client Fiduciary Advisors
New Jersey
$704K -$30.4K -345 -4%
CI
1815
CX Institutional
Indiana
$703K +$390K +4,420 +131%
GCM
1816
Gables Capital Management
Florida
$702K -$11.9K -135 -2%
WAS
1817
Wealth Advisory Solutions
Indiana
$701K -$2.38K -27 -0.3%
CBT
1818
CoreFirst Bank & Trust
Kansas
$699K -$55.2K -626 -7%
KWS
1819
Keystone Wealth Services
California
$699K -$27.3K -310 -4%
AWM
1820
Angeles Wealth Management
California
$699K -$153K -1,739 -18%
VA
1821
Valmark Advisers
Ohio
$699K +$31.6K +359 +5%
NFG
1822
Nadler Financial Group
Illinois
$699K -$130K -1,472 -16%
MSFS
1823
Main Street Financial Solutions
Pennsylvania
$698K -$14.1K -160 -2%
FCAS
1824
First Command Advisory Services
Texas
$696K -$13.5K -153 -2%
CCWM
1825
Cassaday & Co Wealth Management
Virginia
$696K -$10.1K -114 -1%
71 72
73
74 75