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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2526
PRW Wealth Management
Massachusetts
$679K – – –
AL
2527
ADE LLC
Maryland
$678K -$49.5K -130 -7%
SL
2528
Summitry LLC
California
$677K +$621K +1,631 New
MPCG
2529
Matrix Private Capital Group
New York
$670K +$26.3K +69 +4%
CSPAM
2530
Cary Street Partners Asset Management
Virginia
$668K +$613K +1,609 New
CSB
2531
City State Bank
Iowa
$668K +$613K +1,609 New
SEIA
2532
Signature Estate & Investment Advisors
California
$667K +$46.1K +121 +8%
AA
2533
Addison Advisors
Vermont
$667K +$282K +742 +86%
BFAG
2534
Blackston Financial Advisory Group
Florida
$667K +$612K +1,608 New
AI
2535
AXS Investments
New York
$666K -$162K -425 -21%
EFG
2536
Everhart Financial Group
Ohio
$666K +$92.5K +243 +18%
WAOI
2537
Wealth Advisors of Iowa
Iowa
$666K +$219K +576 +56%
SIC
2538
SJS Investment Consulting
Ohio
$666K +$611K +1,604 New
GC
2539
Grace Capital
Massachusetts
$665K -$159K -418 -21%
KW
2540
KWB Wealth
California
$665K +$1.14K +3 +0.2%
ACM
2541
Alethea Capital Management
Washington
$664K – – –
FWP
2542
Firethorn Wealth Partners
Georgia
$663K +$608K +1,598 New
EAM
2543
Evanson Asset Management
California
$662K +$57.1K +150 +10%
ATWA
2544
Arbor Trust Wealth Advisors
Michigan
$657K +$27.8K +73 +5%
BWA
2545
Bordeaux Wealth Advisors
California
$656K +$235K +617 +64%
FB
2546
First Bancorp
Maine
$653K -$5.33K -14 -0.9%
AC
2547
Asio Capital
Kentucky
$652K +$53.3K +140 +10%
KWM
2548
Kaydan Wealth Management
Michigan
$652K +$598K +1,571 New
RWMH
2549
Riverpoint Wealth Management Holdings
Illinois
$651K -$19K -50 -3%
ERWM
2550
Elk River Wealth Management
Colorado
$650K – – –
100 101
102
103 104