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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1651
Trilogy Capital
California
$262K +$11.6K +27 +5%
EFSCE
1652
Enterprise Financial Services Corp (EFSC)
Missouri
$262K -$12K -28 -4%
SF
1653
Symphony Financial
Texas
$262K -$17.1K -40 -6%
CWS
1654
Cypress Wealth Services
California
$261K +$263K +613 New
XWL
1655
XXI Wealth LLC
Illinois
$261K +$262K +612 New
TWA
1656
Talisman Wealth Advisors
New Jersey
$261K +$4.28K +10 +2%
PWP
1657
Phillips Wealth Planners
Mississippi
$261K +$254K +593 New
HIM
1658
Hillsdale Investment Management
Ontario, Canada
$260K +$261K +610 New
SWM
1659
Stronghold Wealth Management
Florida
$260K +$261K +610 New
BL
1660
Balentine LLC
Georgia
$260K -$15.4K -36 -6%
PC
1661
Parrish Capital
Georgia
$260K +$261K +609 New
WPP
1662
Whalerock Point Partners
Rhode Island
$259K – – –
TPF
1663
Tribridge Partners Financial
Maryland
$258K – – –
SWIM
1664
Smallwood Wealth Investment Management
New Jersey
$258K – – –
CFG
1665
CKW Financial Group
Hawaii
$258K -$260K -607 -50%
IC
1666
Inscription Capital
Texas
$257K -$245K -571 -49%
VAG
1667
VisionPoint Advisory Group
Texas
$257K -$90K -210 -26%
MSR
1668
Main Street Research
Connecticut
$256K -$31.2M -72,768 -99%
AWAP
1669
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$256K – – –
ETS
1670
ESL Trust Services
New York
$256K – – –
FCCM
1671
First City Capital Management
Georgia
$256K – – –
SCA
1672
Sulzberger Capital Advisors
Florida
$256K – – –
OWP
1673
Obermeyer Wealth Partners
Colorado
$255K -$14.1K -33 -5%
EFG
1674
Embree Financial Group
Illinois
$255K +$55.3K +129 +28%
TW
1675
Tempo Wealth
Ohio
$254K +$255K +596 New
65 66
67
68 69