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Name Holding Trade Value Shares
Change 		Change in
Stake
PHWM
2401
Pine Harbor Wealth Management
Maryland
$472K +$3.49K +50 +0.7%
EIG
2402
Ellenbecker Investment Group
Wisconsin
$471K -$2.3K -33 -0.5%
SP
2403
Saranac Partners
$471K +$39.4K +565 +9%
SC
2404
Sepio Capital
Utah
$470K +$72.7K +1,043 +18%
EWM
2405
Evermay Wealth Management
Virginia
$470K -$12.9K -185 -3%
AF
2406
Aviso Financial
Ontario, Canada
$468K -$1.08M -15,446 -70%
KL
2407
KWMG LLC
Kansas
$467K +$70 +1 +0%
OC
2408
Optima Capital
Oregon
$465K -$22.7K -326 -5%
DSC
2409
Duncker Streett & Co
Missouri
$463K – – –
FGC
2410
First Growth Capital
Maryland
$463K +$411K +5,889 New
KWM
2411
Kaydan Wealth Management
Michigan
$462K +$70 +1 +0%
LOPW
2412
Live Oak Private Wealth
North Carolina
$462K -$82.1K -1,178 -15%
PWA
2413
Prairie Wealth Advisors
Nebraska
$461K -$471K -6,753 Closed
FPL
2414
Fortress Private Ledger
North Carolina
$458K +$58.8K +844 +15%
SI
2415
Sava Infond
Slovenia
$457K +$54.4K +780 +14%
SFS
2416
Strategic Financial Services
New York
$456K -$66K -947 -14%
USWIA
2417
UP Strategic Wealth Investment Advisors
Pennsylvania
$456K +$7.88K +113 +2%
SHGA
2418
Sand Hill Global Advisors
California
$455K +$8.23K +118 +2%
CCP
2419
Cane Capital Partners
Louisiana
$455K +$453K +6,505 New
GC
2420
Gibson Capital
Pennsylvania
$454K +$697 +10 +0.2%
OHIS
2421
Oak Harvest Investment Services
Texas
$454K +$488 +7 +0.1%
HA
2422
Herold Advisors
New York
$454K +$1.19K +17 +0.3%
KA
2423
KLCM Advisors
Wisconsin
$453K -$18.8K -269 -4%
LF
2424
LifePlan Financial
Minnesota
$453K +$452K +6,477 New
IP
2425
Integras Partners
Georgia
$452K -$3.49K -50 -0.8%
95 96
97
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