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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2501
Diamant Asset Management
Connecticut
$454K – – –
CCFCSB
2502
Cape Cod Five Cents Savings Bank
Massachusetts
$454K – – –
EFG
2503
Embree Financial Group
Illinois
$453K +$12.3K +47 +3%
FWA
2504
FSC Wealth Advisors
New York
$453K – – –
AA
2505
Alesco Advisors
New York
$453K +$98.7K +377 +31%
CWA
2506
Canvas Wealth Advisors
Kansas
$452K -$4.97K -19 -1%
TP
2507
Tranquility Partners
Tennessee
$451K -$12.8K -49 -3%
GSWM
2508
Golden State Wealth Management
California
$450K +$524 +2 +0.1%
BFA
2509
Bright Financial Advisors
Michigan
$450K – – –
BWA
2510
Blodgett Wealth Advisors
California
$449K – – –
RSWA
2511
Robinson Smith Wealth Advisors
Maine
$449K – – –
VPWA
2512
Vestia Personal Wealth Advisors
Indiana
$449K +$64.1K +245 +18%
LF
2513
Lighthouse Financial
Florida
$449K +$416K +1,590 New
MCA
2514
Magnolia Capital Advisors
Mississippi
$448K -$283K -1,082 -41%
BFW
2515
Brady Family Wealth
Missouri
$448K – – –
PCI
2516
Planning Center Inc
Illinois
$448K – – –
HIA
2517
HTG Investment Advisors
Connecticut
$448K -$8.38K -32 -2%
IW
2518
Imprint Wealth
South Carolina
$448K +$415K +1,586 New
LWA
2519
Lantern Wealth Advisors
New York
$447K +$130K +496 +46%
EBWM
2520
Eagle Bluffs Wealth Management
Missouri
$446K – – –
EL
2521
EWA LLC
Pennsylvania
$445K -$10.7K -41 -3%
KWM
2522
Keebeck Wealth Management
Illinois
$445K +$16.8K +64 +4%
RWS
2523
Rochester Wealth Strategies
Michigan
$444K – – –
CG
2524
Clarus Group
Texas
$443K -$10.5K -40 -2%
GCM
2525
Garland Capital Management
Washington
$443K -$1.11M -4,242 -73%
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