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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1476
CVFG LLC
Indiana
$331K +$360K +790 New
NWAG
1477
Net Worth Advisory Group
Utah
$330K -$5.47K -12 -2%
PMSA
1478
Patrick M. Sweeney & Associates
Illinois
$329K – – –
OWA
1479
One Wealth Advisors
California
$329K -$103K -226 -22%
AFG
1480
ABLE Financial Group
Arizona
$329K -$40.6K -89 -10%
SL
1481
Summitry LLC
California
$325K +$37.4K +82 +12%
RWP
1482
Revolve Wealth Partners
New Jersey
$325K +$43.7K +96 +14%
RFN
1483
RDA Financial Network
Iowa
$325K +$29.6K +65 +9%
NCM
1484
Northside Capital Management
Oregon
$325K – – –
AC
1485
ASB Consultores
Florida
$324K -$38.3K -84 -10%
PWG
1486
Portside Wealth Group
Utah
$324K -$7.29K -16 -2%
B
1487
Bellecapital
Switzerland
$323K +$121K +266 +53%
JCM
1488
Jacobsen Capital Management
Utah
$322K -$4.56K -10 -1%
OWP
1489
Obermeyer Wealth Partners
Colorado
$321K -$48.8K -107 -12%
EWA
1490
Exencial Wealth Advisors
Oklahoma
$321K -$179K -392 -34%
MAM
1491
Martingale Asset Management
Massachusetts
$320K -$192K -421 -35%
CWM
1492
Challenger Wealth Management
California
$320K +$349K +765 New
FWM
1493
FFT Wealth Management
Pennsylvania
$319K -$43.3K -95 -11%
MSAM
1494
Moloney Securities Asset Management
Missouri
$318K -$5.01K -11 -1%
DOA
1495
D'Orazio & Associates
Virginia
$318K -$25.5K -56 -7%
RG
1496
Renaissance Group
Kentucky
$318K +$2.73K +6 +0.8%
SMA
1497
Seven Mile Advisory
New Jersey
$317K -$32.8K -72 -9%
GFA
1498
Gallagher Fiduciary Advisors
Illinois
$317K +$58.8K +129 +21%
SCM
1499
Schnieders Capital Management
California
$315K – – –
MG
1500
Marex Group
$314K -$90.8M -199,350 -100%
58 59
60
61 62