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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1801
Integrity Alliance
Iowa
$280K -$4.05K -8 -1%
PNFS
1802
PW Nova Financial Services
Pennsylvania
$279K -$172K -339 -39%
BFW
1803
Brady Family Wealth
Missouri
$279K -$2.03K -4 -0.7%
SDWIA
1804
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$279K -$11.1K -22 -4%
LWM
1805
LeConte Wealth Management
Tennessee
$279K +$26.3K +52 +11%
CFD
1806
Creative Financial Designs
Indiana
$277K +$132K +260 +95%
TC
1807
TownSquare Capital
Utah
$276K +$56.2K +111 +26%
1M
1808
1248 Management
Missouri
$276K – – –
CIC
1809
Crawford Investment Counsel
Georgia
$276K +$26.8K +53 +11%
MWM
1810
Maltin Wealth Management
New Jersey
$275K – – –
WP
1811
Westmount Partners
California
$275K +$15.2K +30 +6%
SGFG
1812
Silver Grove Financial Group
New York
$275K +$8.61K +17 +3%
JA
1813
JVL Associates
Michigan
$275K +$268K +530 New
FFA
1814
Fragasso Financial Advisors
Pennsylvania
$274K +$11.1K +22 +4%
OFO
1815
OneAscent Family Office
Alabama
$274K +$26.3K +52 +11%
HCMG
1816
Howard Capital Management Group
California
$274K – – –
CWA
1817
Canvas Wealth Advisors
Kansas
$273K +$20.3K +40 +8%
FWP
1818
Fiduciary Wealth Partners
Massachusetts
$273K +$3.54K +7 +1%
KBFS
1819
Kohmann Bosshard Financial Services
Ohio
$273K – – –
BAWM
1820
Bennett Associates Wealth Management
Pennsylvania
$272K +$266K +525 New
SHFP
1821
Second Half Financial Partners
Florida
$271K – – –
DWM
1822
Defined Wealth Management
Oregon
$271K +$11.6K +23 +5%
CAS
1823
CTC Alternative Strategies
Illinois
$270K +$263K +520 New
BCMLT
1824
Beacon Capital Management LLC (Tennessee)
Tennessee
$269K +$4.05K +8 +2%
SFP
1825
Shepherd Financial Partners
Massachusetts
$268K +$4.05K +8 +2%
71 72
73
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