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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2151
CVFG LLC
Indiana
$565K +$593K +9,079 New
MCM
2152
Maple Capital Management
Vermont
$564K +$6.85K +105 +1%
VCM
2153
Vivaldi Capital Management
Illinois
$562K +$13.4K +205 +2%
SFG
2154
Snider Financial Group
Washington
$562K +$589K +9,022 New
LFA
2155
Laraway Financial Advisors
Minnesota
$560K +$19.7K +302 +3%
LWM
2156
Liberty Wealth Management
California
$560K +$14.1K +216 +2%
RWA
2157
River Wealth Advisors
Pennsylvania
$560K -$90.3K -1,384 -13%
CS
2158
Crescent Sterling
Louisiana
$560K -$718 -11 -0.1%
PMSA
2159
Patrick M. Sweeney & Associates
Illinois
$559K +$457 +7 +0.1%
AWMM
2160
Aegis Wealth Management (Maryland)
Maryland
$558K +$585K +8,960 New
JWM
2161
Jeppson Wealth Management
California
$556K -$3.26K -50 -0.6%
NWMG
2162
Nicholson Wealth Management Group
South Carolina
$555K -$59K -904 -9%
WF
2163
Wayfinding Financial
Washington
$555K +$582K +8,919 New
HGWM
2164
Horst & Graben Wealth Management
Oregon
$554K +$1.11K +17 +0.2%
BFA
2165
Buttonwood Financial Advisors
Maryland
$553K -$56.7K -869 -9%
FPGT
2166
Financial Partners Group (Tennessee)
Tennessee
$551K -$173K -2,654 -23%
FB
2167
First Bancorp
Maine
$550K +$2.48K +38 +0.4%
AWA
2168
Amplius Wealth Advisors
Pennsylvania
$550K -$14K -214 -2%
DWMS
2169
Dominguez Wealth Management Solutions
Virginia
$550K -$30K -459 -5%
BIM
2170
Baldwin Investment Management
Pennsylvania
$549K -$33.6K -515 -6%
RWP
2171
Revolve Wealth Partners
New Jersey
$548K +$19.1K +293 +3%
LFG
2172
Lazard Frères Gestion
France
$546K – – –
SWA
2173
Strata Wealth Advisors
Texas
$545K +$16.1K +246 +3%
WKSWA
2174
White Knight Strategic Wealth Advisors
New Jersey
$545K +$572K +8,758 New
CC
2175
Callan Capital
California
$544K +$100K +1,536 +21%
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