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Name Holding Trade Value Shares
Change 		Change in
Stake
GGA
1726
Granite Group Advisors
Connecticut
$327K – – –
CWA
1727
Centennial Wealth Advisory
Michigan
$327K +$35.5K +70 +13%
PCM
1728
Princeton Capital Management
New Jersey
$326K -$11.1K -22 -3%
SDWMA
1729
Schneider Downs Wealth Management Advisors
Pennsylvania
$326K +$2.53K +5 +0.8%
CWMA
1730
Capstone Wealth Management (Alabama)
Alabama
$325K +$318K +627 New
CFG
1731
CKW Financial Group
Hawaii
$325K +$1.52K +3 +0.5%
AP
1732
Advisortrust Partners
North Carolina
$324K +$95.7K +189 +43%
DAM
1733
Delta Asset Management
Tennessee
$323K -$20.3K -40 -6%
BSSFA
1734
Baron Silver Stevens Financial Advisors
Florida
$323K – – –
CWA
1735
Cura Wealth Advisors
Illinois
$322K – – –
CAL
1736
Capital Advisors Ltd
Ohio
$322K +$80K +158 +34%
OBWG
1737
Onyx Bridge Wealth Group
New York
$322K +$37.5K +74 +14%
SL
1738
Summitry LLC
California
$320K +$45.1K +89 +17%
SP
1739
Stonebrook Private
Michigan
$319K +$24.8K +49 +9%
LA
1740
LVW Advisors
New York
$319K +$34.9K +69 +13%
CW
1741
Code Waechter
Florida
$318K +$69.4K +137 +29%
AMPWP
1742
Alvarez & Marsal Private Wealth Partners
Florida
$318K -$168K -331 -35%
WT
1743
Washington Trust
Rhode Island
$318K -$24.3K -48 -7%
FHC
1744
First Horizon Corporation
Tennessee
$317K +$20.3K +40 +7%
TW
1745
Tempo Wealth
Ohio
$317K +$2.03K +4 +0.7%
PFG
1746
PAX Financial Group
Texas
$316K +$94.7K +187 +44%
PC
1747
Parrish Capital
Georgia
$316K – – –
MF
1748
Montis Financial
Massachusetts
$316K +$16.2K +32 +6%
OPCM
1749
Osborne Partners Capital Management
California
$316K +$50.6K +100 +20%
MFS
1750
Mattson Financial Services
Michigan
$316K -$5.07K -10 -2%
68 69
70
71 72