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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1726
Summitry LLC
California
$320K +$45.1K +89 +17%
SP
1727
Stonebrook Private
Michigan
$319K +$24.8K +49 +9%
LA
1728
LVW Advisors
New York
$319K +$34.9K +69 +13%
CW
1729
Code Waechter
Florida
$318K +$69.4K +137 +29%
AMPWP
1730
Alvarez & Marsal Private Wealth Partners
Florida
$318K -$168K -331 -35%
WT
1731
Washington Trust
Rhode Island
$318K -$24.3K -48 -7%
FHC
1732
First Horizon Corporation
Tennessee
$317K +$20.3K +40 +7%
TW
1733
Tempo Wealth
Ohio
$317K +$2.03K +4 +0.7%
PFG
1734
PAX Financial Group
Texas
$316K +$94.7K +187 +44%
MF
1735
Montis Financial
Massachusetts
$316K +$16.2K +32 +6%
OPCM
1736
Osborne Partners Capital Management
California
$316K +$50.6K +100 +20%
MFS
1737
Mattson Financial Services
Michigan
$316K -$5.07K -10 -2%
WPP
1738
Whalerock Point Partners
Rhode Island
$315K – – –
FNT
1739
First Nebraska Trust
Nebraska
$314K +$12.2K +24 +4%
SWIM
1740
Smallwood Wealth Investment Management
New Jersey
$314K – – –
SWA
1741
Strategies Wealth Advisors
Michigan
$312K -$1.01K -2 -0.3%
OWP
1742
Obermeyer Wealth Partners
Colorado
$312K +$4.56K +9 +2%
AWAP
1743
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$311K – – –
ETS
1744
ESL Trust Services
New York
$311K – – –
FCCM
1745
First City Capital Management
Georgia
$311K – – –
SCA
1746
Sulzberger Capital Advisors
Florida
$311K – – –
BW
1747
Blalock Williams
Alabama
$311K +$36K +71 +13%
CWMK
1748
Caliber Wealth Management (Kansas)
Kansas
$311K +$304K +600 New
BAM
1749
BOS Asset Management
Illinois
$310K -$18.7K -37 -6%
KFAS
1750
Keating Financial Advisory Services
Kansas
$310K +$19.2K +38 +7%
68 69
70
71 72