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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1551
Cornerstone Wealth Group
North Carolina
$328K -$10.3K -24 -3%
WHC
1552
Wulff, Hansen & Co
California
$326K -$18.8K -44 -5%
HWP
1553
Hibernia Wealth Partners
Louisiana
$325K +$326K +762 New
SIA
1554
SGL Investment Advisors
Montana
$325K -$395K -923 -57%
BWM
1555
BigSur Wealth Management
Florida
$324K +$47.1K +110 +17%
LA
1556
Legacy Advisors
Pennsylvania
$324K +$115K +268 +54%
PBO
1557
Peoples Bank (Ohio)
Ohio
$324K +$3K +7 +0.9%
OC
1558
Oakworth Capital
Alabama
$324K +$32.6K +76 +11%
SLC
1559
Second Line Capital
Louisiana
$324K +$17.1K +40 +6%
LA
1560
Latitude Advisors
Florida
$324K – – –
CPIA
1561
Cornell Pochily Investment Advisors
New York
$322K +$324K +756 New
AOWM
1562
Asset One Wealth Management
Washington
$321K +$299K +697 New
HWMO
1563
Heritage Wealth Management (Ohio)
Ohio
$320K – – –
ELM
1564
Elite Life Management
Florida
$320K +$306K +714 New
DOA
1565
D'Orazio & Associates
Virginia
$320K -$13.3K -31 -4%
WB
1566
Webster Bank
Connecticut
$319K -$122K -285 -28%
MM
1567
MQS Management
New York
$319K +$320K +747 New
CFO
1568
CVA Family Office
Colorado
$318K -$115K -269 -27%
SF
1569
Sun Financial
Utah
$318K +$320K +746 New
RCM
1570
Radnor Capital Management
Pennsylvania
$317K – – –
CFG
1571
Cooper Financial Group
California
$316K -$138K -323 -30%
EFG
1572
Ethos Financial Group
Pennsylvania
$316K – – –
GFA
1573
Gallagher Fiduciary Advisors
Illinois
$315K -$28.7K -67 -8%
1WA
1574
180 Wealth Advisors
Washington
$314K -$43.3K -101 -12%
CA
1575
Crewe Advisors
Utah
$314K -$3.85K -9 -1%
61 62
63
64 65