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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1551
KFA Private Wealth Group
Virginia
$269K – – –
LHP
1552
Lexington Hill Partners
Texas
$267K +$4.86K +14 +2%
CA
1553
Cullinan Associates
Kentucky
$267K – – –
MCM
1554
Mill Capital Management
North Carolina
$267K +$17.4K +50 +7%
BFG
1555
Birch Financial Group
New Hampshire
$265K -$3.82K -11 -1%
7WCP
1556
71 West Capital Partners
Massachusetts
$265K +$258K +744 New
RSA
1557
River Street Advisors
Illinois
$265K – – –
PRP
1558
Peak Retirement Planning
Ohio
$264K +$7.29K +21 +3%
TWIM
1559
TIAA Wealth Investment Management
New York
$264K +$257K +741 New
RLH
1560
RD Lewis Holdings
Florida
$264K +$1.39K +4 +0.6%
AGC
1561
Aspen Grove Capital
Colorado
$263K +$694 +2 +0.3%
CAC
1562
Certified Advisory Corp
Florida
$262K -$15.3K -44 -6%
TPCM
1563
Templeton & Phillips Capital Management
Tennessee
$260K – – –
WG
1564
Welch Group
Alabama
$259K -$22.6K -65 -8%
HFRG
1565
Houlihan Financial Resource Group
Virginia
$258K – – –
SC
1566
Skylands Capital
Wisconsin
$258K – – –
MWM
1567
Maridea Wealth Management
New York
$258K +$251K +724 New
CIM
1568
Cambria Investment Management
California
$258K -$71.5K -206 -22%
AOWM
1569
Asset One Wealth Management
Washington
$257K -$6.59K -19 -3%
SIP
1570
Snowwater Investment Partners
Connecticut
$257K – – –
GWMR
1571
GC Wealth Management RIA
Massachusetts
$256K -$53.1K -153 -18%
DPW
1572
DiNuzzo Private Wealth
Pennsylvania
$256K – – –
LCM
1573
Lazari Capital Management
California
$256K +$6.25K +18 +3%
AP
1574
Anchyra Partners
Georgia
$255K +$6.59K +19 +3%
OFO
1575
OneAscent Family Office
Alabama
$255K +$249K +716 New
61 62
63
64 65