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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
1526
Alpine Bank Wealth Management
Colorado
$494K +$229 +5 +0%
MYAM
1527
Meiji Yasuda Asset Management
Japan
$493K -$10.3K -225 -2%
HWM
1528
Horizon Wealth Management
Illinois
$493K +$1.1K +24 +0.2%
AWM
1529
Aprio Wealth Management
Georgia
$492K +$5.09K +111 +1%
AWM
1530
Aries Wealth Management
Maine
$491K – – –
CWA
1531
CM Wealth Advisors
Ohio
$488K +$119K +2,599 +31%
MC
1532
Matisse Capital
Oregon
$486K -$2.29K -50 -0.5%
FFG
1533
Fortem Financial Group
California
$486K +$20.2K +440 +4%
7WCP
1534
71 West Capital Partners
Massachusetts
$485K +$51.8K +1,130 +11%
RPWA
1535
Regent Peak Wealth Advisors
Georgia
$485K -$1.05K -23 -0.2%
ISWM
1536
Independent Solutions Wealth Management
New York
$484K – – –
SCI
1537
Silver Coast Investments
United States
$484K -$44.1K -962 -8%
KWM
1538
Keebeck Wealth Management
Illinois
$483K +$250K +5,457 +99%
TA
1539
Townsend & Associates
Colorado
$483K – – –
KCIA
1540
Kingsbury Capital Investment Advisors
Illinois
$483K +$501K +10,939 New
HGWM
1541
Horst & Graben Wealth Management
Oregon
$483K +$260K +5,679 New
SAM
1542
S.A. Mason
Michigan
$480K +$9.17K +200 +2%
MSFS
1543
Main Street Financial Solutions
Pennsylvania
$480K +$23.5K +513 +5%
RMCM
1544
Reynders McVeigh Capital Management
Massachusetts
$480K +$2.8K +61 +0.6%
FFA
1545
First Foundation Advisors
California
$480K -$33.6K -733 -6%
TWP
1546
Triad Wealth Partners
Kansas
$478K +$158K +3,457 +47%
GWM
1547
Gibbs Wealth Management
Georgia
$477K +$496K +10,819 New
NCM
1548
Narwhal Capital Management
Georgia
$476K -$347K -7,570 -41%
ADEF
1549
ABS Direct Equity Fund
Connecticut
$476K +$228K +4,971 New
UBV
1550
United Bank (Virginia)
Virginia
$476K – – –
60 61
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63 64