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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2351
Diversified
Delaware
$495K +$490K +1,782 New
BWP
2352
Baldwin Wealth Partners
Massachusetts
$494K +$33.8K +123 +7%
OA
2353
Oxbow Advisors
Texas
$492K -$27.5K -100 -5%
FI
2354
Fosun International
China
$492K +$104K +380 +26%
GA
2355
GoalVest Advisory
New York
$492K +$509K +1,852 New
NEGWA
2356
New England Guild Wealth Advisors
Connecticut
$491K – – –
BA
2357
Ballast Advisors
Minnesota
$490K +$35.7K +130 +8%
FFA
2358
Freedman Financial Associates
Massachusetts
$490K +$507K +1,845 New
CCA
2359
Clearwater Capital Advisors
Illinois
$489K – – –
SWM
2360
Sculati Wealth Management
Michigan
$489K +$54.2K +197 +12%
AWAP
2361
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$489K +$506K +1,840 New
FWP
2362
FAS Wealth Partners
Kansas
$487K +$550 +2 +0.1%
SI
2363
Scharf Investments
California
$487K +$219K +795 +77%
DA
2364
Doliver Advisors
Texas
$486K +$89.3K +325 +22%
CWP
2365
Curated Wealth Partners
California
$484K +$501K +1,822 New
PAM
2366
Premier Asset Management
Illinois
$483K -$1.77M -6,453 -78%
ASBI
2367
American State Bank (Iowa)
Iowa
$483K +$500K +1,818 New
CAG
2368
Curtis Advisory Group
California
$481K – – –
KIM
2369
Karpus Investment Management
New York
$478K – – –
PAS
2370
Professional Advisory Services
Florida
$478K – – –
WA1
2371
Wimmer Associates 1
California
$477K – – –
SAF
2372
Smith Anglin Financial
Texas
$477K +$494K +1,796 New
MA
2373
MONECO Advisors
Connecticut
$476K +$2.75K +10 +0.6%
WCG
2374
Weaver Consulting Group
California
$475K +$30.5K +111 +7%
22CM
2375
20/20 Capital Management
California
$474K -$70.9K -258 -13%
93 94
95
96 97