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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2551
Family Management
New York
$448K +$325K +3,209 New
PSP
2552
Principal Street Partners
Tennessee
$448K +$324K +3,207 New
AGP
2553
Aspire Growth Partners
Florida
$448K +$324K +3,207 New
AW
2554
Alchemi Wealth
Connecticut
$447K +$324K +3,204 New
WFAG
2555
Wescott Financial Advisory Group
Pennsylvania
$447K +$324K +3,201 New
SC
2556
Soundwatch Capital
Connecticut
$447K +$324K +3,200 New
PCA
2557
Purkiss Capital Advisors
Connecticut
$447K +$323K +3,199 New
EMC
2558
Everest Management Corp
California
$447K +$323K +3,198 New
REMPR
2559
Roof Eidam Maycock Peralta (REMP)
California
$445K +$322K +3,185 New
V
2560
VeraBank
Texas
$444K +$322K +3,182 New
WFPG
2561
Waller Financial Planning Group
Ohio
$444K +$322K +3,181 New
CT
2562
Clearstead Trust
Maine
$444K +$8.19K +81 +3%
CFM
2563
Cornerstone Financial Management
Massachusetts
$444K +$25.8K +255 +9%
CAC
2564
Certified Advisory Corp
Florida
$442K +$320K +3,167 New
CPA
2565
Capital Performance Advisors
California
$441K -$1.66M -16,376 -84%
FFL
2566
Financial Freedom LLC
Ohio
$440K – – –
CA
2567
Callahan Advisors
Texas
$439K +$318K +3,147 New
OCWP
2568
Owl Creek Wealth Partners
Colorado
$438K +$24.7K +244 +8%
SWMP
2569
Signature Wealth Management Partners
New Jersey
$438K +$317K +3,137 New
LOAMU
2570
Lombard Odier Asset Management (USA)
New York
$438K +$317K +3,135 New
KFP
2571
Kerr Financial Planning
California
$437K +$52.1K +515 +20%
FBB
2572
Fulton Breakefield Broenniman
Maryland
$436K +$316K +3,123 New
TW
2573
Traveka Wealth
California
$435K +$315K +3,115 New
CRI
2574
Colonial River Investments
Virginia
$434K +$314K +3,105 New
UBG
2575
United Bank (Georgia)
Georgia
$433K -$574K -5,675 -65%
101 102
103
104 105