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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Cahaba Wealth Management
Georgia
$243K +$225K +2,774 New
TF
1327
Trek Financial
Arizona
$243K +$225K +2,773 New
AWE
1328
Avidian Wealth Enterprises
Texas
$242K -$13.8K -171 -6%
MW
1329
Marcum Wealth
Ohio
$242K -$2.02K -25 -0.9%
RGC
1330
Roberts, Glore & Co
Illinois
$242K – – –
SFO
1331
Stokes Family Office
Louisiana
$241K +$223K +2,753 New
HFM
1332
Hartford Financial Management
Connecticut
$241K – – –
LCM
1333
Logan Capital Management
Pennsylvania
$240K – – –
MAM
1334
MMA Asset Management
Pennsylvania
$239K +$221K +2,732 New
RPC
1335
Rossmore Private Capital
Connecticut
$239K – – –
VCP
1336
Verus Capital Partners
Arizona
$239K -$82.2K -1,015 -27%
CFG
1337
CKW Financial Group
Hawaii
$239K -$50.7K -626 -19%
RDWM
1338
Red Door Wealth Management
Tennessee
$239K – – –
CCG
1339
Coastwise Capital Group
California
$238K -$10.5K -130 -5%
LK
1340
Lumbard & Kellner
New Hampshire
$238K -$12.6K -156 -6%
PA
1341
Prism Advisors
California
$238K – – –
BC
1342
Barrett & Company
Rhode Island
$238K – – –
HFG
1343
Heron Financial Group
New York
$237K – – –
MWP
1344
Meridian Wealth Partners
Pennsylvania
$236K +$5.43K +67 +3%
MPW
1345
Monterey Private Wealth
California
$236K -$3.4K -42 -2%
CS
1346
Crescent Sterling
Louisiana
$235K +$1.3K +16 +0.6%
PWP
1347
Perfromance Wealth Partners
Illinois
$235K +$220K +2,715 New
RZH
1348
Relyea Zuckerberg Hanson
Connecticut
$234K +$216K +2,673 New
IDA
1349
Intelligence Driven Advisers
California
$234K +$221K +2,733 New
SVWAG
1350
Sound View Wealth Advisors Group
Georgia
$233K -$146K -1,801 -40%
52 53
54
55 56