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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1001
Main Street Financial Solutions
Pennsylvania
$216K -$8.81K -669 -3%
AW
1002
Alchemi Wealth
Connecticut
$216K +$5.89K +447 +2%
EWA
1003
EverSource Wealth Advisors
Alabama
$216K +$6.73K +511 +3%
LA
1004
LVW Advisors
New York
$215K +$246K +18,641 New
NFTC
1005
North Forty Two & Co
Oregon
$214K – – –
GAM
1006
Grandview Asset Management
Pennsylvania
$214K -$24.6K -1,868 -9%
OR
1007
Olympiad Research
Connecticut
$214K +$244K +18,506 New
NP
1008
NorthRock Partners
Minnesota
$213K +$17.8K +1,354 +8%
SIS
1009
Sound Income Strategies
Florida
$213K +$25.4K +1,930 +12%
WEG
1010
World Equity Group
Illinois
$213K +$17.1K +1,300 +8%
MWP
1011
Meriwether Wealth & Planning
Louisiana
$212K +$7.99K +607 +3%
BV
1012
Boxwood Ventures
Illinois
$211K – – –
HWA
1013
HCR Wealth Advisors
California
$211K +$2.63K +200 +1%
TFS
1014
Thoroughbred Financial Services
Tennessee
$211K +$8.89K +675 +4%
NAS
1015
NWF Advisory Services
California
$211K -$45.1K -3,422 -16%
EC
1016
EntryPoint Capital
New York
$211K +$240K +18,255 New
PWM
1017
Purus Wealth Management
California
$210K +$869 +66 +0.4%
ASG
1018
Ariston Services Group
California
$208K -$238K -18,050 Closed
WAS
1019
Winch Advisory Services
Wisconsin
$208K -$6.26K -475 -3%
GCIA
1020
Gabelli & Co Investment Advisers
New York
$208K – – –
CI
1021
Conning Inc
Connecticut
$208K -$31.1K -2,360 -12%
BAM
1022
Belpointe Asset Management
Nevada
$207K -$95.6K -7,257 -29%
OWM
1023
OneAscent Wealth Management
Alabama
$206K -$136K -10,303 -37%
FCBT
1024
First Citizens Bank & Trust
North Carolina
$206K +$6.2K +471 +3%
RC
1025
Reik & Co
New York
$206K – – –
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