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Corning
GLW

Name Holding Trade Value Shares
Change 		Change in
Stake
FPH
1801
Financial Planning Hawaii
Hawaii
$520K – – –
AG
1802
AlTi Global
New York
$520K +$48.2K +265 +15%
MAMU
1803
Myriad Asset Management US
Florida
$519K +$369K +2,030 New
CFS
1804
Cannon Financial Strategists
Georgia
$518K +$369K +2,028 New
VWM
1805
Vertrix Wealth Management
Michigan
$516K +$368K +2,020 New
SIP
1806
Stoneridge Investment Partners
Pennsylvania
$514K +$676K +3,715 New
ACM
1807
Aurdan Capital Management
Pennsylvania
$511K -$3.82K -21 -1%
NCM
1808
Neumann Capital Management
California
$511K – – –
PUI
1809
Purpose Unlimited Inc
$511K – – –
SC
1810
Saturna Capital
Washington
$511K – – –
SWM
1811
Seed Wealth Management
Illinois
$510K – – –
HWA
1812
HHM Wealth Advisors
Tennessee
$508K -$32.7K -180 -8%
VIS
1813
Vega Investment Solutions
France
$507K +$98.1K +539 +37%
CFGW
1814
Chancellor Financial Group WB
Pennsylvania
$506K +$182 +1 +0.1%
MCM
1815
Mengis Capital Management
Oregon
$505K – – –
SC
1816
SummitTX Capital
Texas
$504K +$359K +1,974 New
RF
1817
Rossby Financial
Florida
$504K +$171K +940 +91%
PSP
1818
Pacific Sage Partners
Washington
$504K +$4.73K +26 +1%
TI
1819
Truepoint Inc
Ohio
$502K +$21.5K +118 +6%
MFWP
1820
Mosaic Family Wealth Partners
Missouri
$502K +$357K +1,964 New
GH
1821
GAM Holding
Switzerland
$501K -$138K -756 -28%
C
1822
Certuity
Florida
$501K -$49.7K -273 -12%
OFS
1823
OneAscent Financial Services
Alabama
$498K -$14.9K -82 -4%
CWMP
1824
Clarion Wealth Managment Partners
Virginia
$498K +$4.91K +27 +1%
CWG
1825
Cornerstone Wealth Group
North Carolina
$498K +$49.7K +273 +16%
71 72
73
74 75