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Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1501
Darden Wealth Group
Michigan
$522K – – –
SIA
1502
Sovereign Investment Advisors
Arizona
$520K – – –
BFA
1503
Beaumont Financial Advisors
Massachusetts
$520K -$9.62K -19 -2%
MAG
1504
Meadowbrook Advisors Group
New Jersey
$519K +$248K +490 +96%
RF
1505
Rossby Financial
Florida
$519K +$17.2K +34 +4%
OW
1506
Olistico Wealth
Oklahoma
$519K – – –
KPF
1507
K2 Principal Fund
Ontario, Canada
$519K +$506K +1,000 New
HCM
1508
Harvey Capital Management
Florida
$518K -$506 -1 -0.1%
GPI
1509
General Partner Inc
Pennsylvania
$518K – – –
LWM
1510
Lyell Wealth Management
California
$517K +$504K +996 New
DTL
1511
Dynamic Technology Lab
Singapore
$516K +$503K +994 New
GHA
1512
Granite Harbor Advisors
Texas
$516K +$17.2K +34 +4%
JTWM
1513
Jackson Thornton Wealth Management
Alabama
$515K +$166K +327 +49%
PCH
1514
PGIM Custom Harvest
New Jersey
$515K +$52.2K +103 +12%
MHR
1515
Matthew Hamilton Rosenberg
$515K – – –
SSW
1516
Smith Shellnut Wilson
Mississippi
$513K – – –
SL
1517
Sentinus LLC
Illinois
$512K +$63.8K +126 +15%
RFP
1518
Root Financial Partners
California
$511K +$108K +213 +28%
BPW
1519
Bingham Private Wealth
California
$510K +$15.2K +30 +3%
SWGC
1520
Summit Wealth Group (Colorado)
Colorado
$510K +$131K +259 +36%
AWM
1521
Aviso Wealth Management
Washington
$510K +$9.62K +19 +2%
BWP
1522
Balboa Wealth Partners
Arizona
$508K +$20.8K +41 +4%
AL
1523
Aspiriant LLC
California
$508K +$237K +467 +91%
FLFS
1524
Family Legacy Financial Solutions
North Carolina
$505K +$190K +375 +63%
BCG
1525
Breakwater Capital Group
New Jersey
$505K +$13.2K +26 +3%
59 60
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