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