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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1526
Parkshore Wealth Management
California
$398K -$15K -397 -4%
SP
1527
Successful Portfolios
Florida
$397K +$8.42K +223 +3%
FNBT
1528
FineMark National Bank & Trust
Florida
$396K – – –
IP
1529
Investment Partners
Ohio
$395K -$16.3K -432 -4%
NP
1530
Nilsine Partners
Colorado
$395K +$44.3K +1,174 +12%
SAM
1531
S.A. Mason
Michigan
$394K -$2.12K -56 -0.5%
SC
1532
SouthState Corp
Florida
$393K +$14.5K +385 +4%
G
1533
GenTrust
Florida
$393K +$32.4K +857 +9%
CCA
1534
Childress Capital Advisors
Texas
$393K +$18.5K +491 +5%
LK
1535
Lumbard & Kellner
New Hampshire
$392K +$566 +15 +0.1%
QPBE
1536
Quintet Private Bank (Europe)
Luxembourg
$391K -$1.99M -52,653 -83%
FFG
1537
Fortem Financial Group
California
$390K +$2.04K +54 +0.5%
HCM
1538
Hengehold Capital Management
Ohio
$390K +$9.1K +241 +2%
AF
1539
Avanza Fonder
Sweden
$388K +$397K +10,521 New
EW
1540
Element Wealth
Mississippi
$387K +$396K +10,489 New
TPWA
1541
TRUE Private Wealth Advisors
Oregon
$387K +$65.1K +1,724 +20%
GFP
1542
Gryphon Financial Partners
Ohio
$386K +$19.3K +511 +5%
FG
1543
Fiduciary Group
Georgia
$386K -$2.57K -68 -0.6%
AWA
1544
AGH Wealth Advisors
Kansas
$385K +$17.7K +469 +5%
SGWP
1545
Sun Group Wealth Partners
California
$383K +$392K +10,377 New
VST
1546
Van Strum & Towne
California
$383K -$4.08K -108 -1%
MSFS
1547
Main Street Financial Solutions
Pennsylvania
$383K -$250K -6,617 -39%
WP
1548
Westmount Partners
California
$382K +$14.1K +374 +4%
YCG
1549
Yeomans Consulting Group
Georgia
$382K +$391K +10,342 New
WB
1550
Webster Bank
Connecticut
$381K -$2.83K -75 -0.7%
60 61
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63 64