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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1701
Crusonia Wealth Advisors
Colorado
$314K +$58K +123 +24%
AFA
1702
Alpha Financial Advisors
North Carolina
$313K +$1.89K +4 +0.6%
GGA
1703
Granite Group Advisors
Connecticut
$312K -$17.5K -37 -6%
KC
1704
Karras Company
Utah
$312K -$472 -1 -0.2%
SIC
1705
Sterling Investment Counsel
New York
$309K -$3.77K -8 -1%
SDWMA
1706
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K – – –
PIA
1707
Pinion Investment Advisors
Kansas
$308K -$34K -72 -10%
BSSFA
1708
Baron Silver Stevens Financial Advisors
Florida
$308K +$293K +622 New
BMWS
1709
Brady Martz Wealth Solutions
North Dakota
$308K -$211K -448 -42%
CWA
1710
Cura Wealth Advisors
Illinois
$308K +$12.7K +27 +5%
GAM
1711
Gould Asset Management
California
$307K – – –
3IP
1712
3Chopt Investment Partners
Virginia
$306K +$46.7K +99 +19%
SP
1713
Stablepoint Partners
Massachusetts
$306K +$292K +618 New
RB
1714
Renasant Bank
Mississippi
$305K -$155K -328 -35%
MFS
1715
Mattson Financial Services
Michigan
$305K +$291K +616 New
PWG
1716
Portside Wealth Group
Utah
$305K +$290K +615 New
TPF
1717
Tribridge Partners Financial
Maryland
$305K – – –
TWA
1718
Talisman Wealth Advisors
New Jersey
$303K -$472 -1 -0.2%
RRA
1719
Red Reef Advisors
Florida
$302K -$11.8K -25 -4%
PC
1720
Parrish Capital
Georgia
$302K – – –
WPP
1721
Whalerock Point Partners
Rhode Island
$301K – – –
TW
1722
Tempo Wealth
Ohio
$301K +$5.19K +11 +2%
SWIM
1723
Smallwood Wealth Investment Management
New Jersey
$300K – – –
CFG
1724
CKW Financial Group
Hawaii
$299K – – –
SWA
1725
Strategies Wealth Advisors
Michigan
$299K -$10.9K -23 -4%
67 68
69
70 71