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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1201
Clearstead Trust
Maine
$18K – – –
CPBTD
1202
Central Pacific Bank - Trust Division
Hawaii
$18K +$18.1K +38 New
AWM
1203
Abound Wealth Management
Tennessee
$17.5K -$955 -2 -5%
T
1204
Transce3nd
Texas
$17K +$17.2K +36 New
MRP
1205
Measured Risk Portfolios
California
$16.1K +$16.2K +34 New
Avior Wealth Management
1206
Avior Wealth Management
Nebraska
$15.6K -$477 -1 -3%
FFO
1207
Fortitude Family Office
Arizona
$14.7K – – –
RFG
1208
REAP Financial Group
Texas
$14.5K +$477 +1 +3%
SVCP
1209
Silicon Valley Capital Partners
California
$14.4K – – –
SO
1210
Sierra Ocean
California
$13.7K +$13.8K +29 New
FLP
1211
Financial Life Planners
Arizona
$13.3K +$13.4K +28 New
MFT
1212
Moisand Fitzgerald Tamayo
Florida
$13.3K – – –
RWM
1213
Raffa Wealth Management
District of Columbia
$13.3K – – –
TSMHT
1214
Thurston Springer Miller Herd & Titak
Indiana
$13.3K – – –
AP
1215
Aspect Partners
Virginia
$12.8K – – –
GFPC
1216
Global Financial Private Client
Florida
$12.8K +$1.43K +3 +13%
MHR
1217
Matthew Hamilton Rosenberg
$12.3K – – –
PPC
1218
Park Place Capital
Alabama
$12.3K – – –
AT
1219
Avalon Trust
New Mexico
$11.8K – – –
CWC
1220
Carolinas Wealth Consulting
North Carolina
$11.8K – – –
LB
1221
Legacy Bridge
Iowa
$11.8K – – –
KPP
1222
Kings Path Partners
Texas
$11.8K – – –
LCM
1223
Logan Capital Management
Pennsylvania
$10.9K – – –
BWM
1224
Bullock Wealth Management
Indiana
$10.4K – – –
HC
1225
Hurley Capital
New York
$10.1K +$9.54K +20 New