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Howmet Aerospace
HWM

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1101
Sound View Wealth Advisors Group
Georgia
$325K -$10K -39 -3%
EFS
1102
Essex Financial Services
Connecticut
$325K -$22.1K -86 -7%
BWM
1103
BlackDiamond Wealth Management
New York
$323K -$7.45K -29 -2%
AO
1104
Advisor OS
Illinois
$321K -$162K -630 -35%
FFP
1105
FourThought Financial Partners
Florida
$320K +$306K +1,192 New
FMLI
1106
Fukoku Mutual Life Insurance
Japan
$318K -$69.1K -269 -19%
KJWM
1107
Kiley Juergens Wealth Management
Washington
$317K -$10.5K -41 -3%
LFP
1108
Leeward Financial Partners
Washington
$316K +$25.2K +98 +9%
HNB
1109
Hilltop National Bank
Wyoming
$314K +$256K +996 +579%
AG
1110
AlTi Global
New York
$314K +$10.8K +42 +4%
TWM
1111
Tanager Wealth Management
United Kingdom
$313K +$18K +70 +6%
TW
1112
Towerpoint Wealth
California
$312K +$298K +1,161 New
TCOV
1113
Trust Company of Vermont
Vermont
$312K +$298K +1,160 New
EW
1114
Expressive Wealth
Illinois
$311K +$86K +335 +41%
TCM
1115
Teza Capital Management
Illinois
$311K -$25.4K -99 -8%
HSA
1116
HBK Sorce Advisory
Pennsylvania
$310K +$273K +1,065 New
TWD
1117
True Wealth Design
Ohio
$309K – – –
MBWA
1118
Marin Bay Wealth Advisors
California
$309K +$5.65K +22 +2%
SG
1119
StoneX Group
New York
$308K +$295K +1,147 New
PIM
1120
Penobscot Investment Management
Massachusetts
$308K +$294K +1,145 New
SEP
1121
Signature Equity Partners
Ohio
$307K +$3.6K +14 +1%
OAS
1122
Optivise Advisory Services
Tennessee
$307K +$25.2K +98 +9%
AWM
1123
Affinity Wealth Management
Delaware
$307K – – –
SIG
1124
Sargent Investment Group
Maryland
$304K +$4.37K +17 +2%
DWT
1125
Dorsey & Whitney Trust
South Dakota
$304K -$10K -39 -3%
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