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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
2201
Montecito Bank & Trust
California
$1.26M -$61.5K -168 -4%
JWM
2202
Jackson Wealth Management
Florida
$1.25M +$13.2K +36 +1%
FFO
2203
Fiduciary Family Office
Florida
$1.25M -$457K -1,248 -26%
CSWG
2204
Cardinal Strategic Wealth Guidance
Kentucky
$1.25M +$58.6K +160 +5%
KCM
2205
KRS Capital Management
Michigan
$1.25M -$2.2K -6 -0.2%
LC
2206
LCNB Corp
Ohio
$1.25M – – –
RC
2207
Resolute Capital
South Carolina
$1.24M +$1.32M +3,615 New
WSA
2208
Warm Springs Advisors
California
$1.24M -$134K -365 -9%
CSPIA
2209
Cary Street Partners Investment Advisory
Virginia
$1.24M -$208K -567 -14%
GIPW
2210
Granite Islands Private Wealth
Connecticut
$1.24M +$1.33M +3,620 New
SL
2211
SFM LLC
New Hampshire
$1.24M -$91.9K -251 -7%
MFG
2212
Menard Financial Group
Texas
$1.24M -$7.33K -20 -0.6%
UWPG
2213
Ullmann Wealth Partners Group
Florida
$1.23M -$366 -1 -0%
HCP
2214
Holt Capital Partners
Texas
$1.23M -$25.6K -70 -2%
WCM
2215
Washburn Capital Management
Florida
$1.23M -$147K -400 -10%
TWP
2216
Tower Wealth Partners
Pennsylvania
$1.23M +$61.9K +169 +5%
BTWM
2217
Baker Tilly Wealth Management
Wisconsin
$1.23M -$5.13K -14 -0.4%
CG
2218
Corundum Group
Colorado
$1.23M -$112K -305 -8%
PMSA
2219
Patrick M. Sweeney & Associates
Illinois
$1.22M -$366 -1 -0%
CWS
2220
Cypress Wealth Services
California
$1.22M +$675K +1,844 +108%
CIAS
2221
CFS Investment Advisory Services
New Jersey
$1.22M -$1.23M -3,370 -49%
ACM
2222
Accent Capital Management
Ohio
$1.22M – – –
MIP
2223
Marietta Investment Partners
Wisconsin
$1.22M -$6.59K -18 -0.5%
VCM
2224
Vivaldi Capital Management
Illinois
$1.22M -$31.1K -85 -2%
AW
2225
Alteri Wealth
California
$1.22M +$112K +307 +9%
87 88
89
90 91