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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4401
Positano Wealth Management
$448K +$453K +678 New
EP
4402
Essential Partners
California
$446K +$60.1K +90 +15%
SHF
4403
Stage Harbor Financial
Massachusetts
$446K -$78.8K -118 -15%
LCG
4404
Lynx Capital Group
Ohio
$446K – – –
FPCP
4405
Fort Point Capital Partners
California
$444K -$3.26M -4,889 -87%
BAM
4406
Broyhill Asset Management
North Carolina
$442K -$10K -15 -2%
KCM
4407
Kennicott Capital Management
California
$442K – – –
WMA
4408
Wealth Management Associates
New Jersey
$441K +$21.4K +32 +5%
RWA
4409
Roberts Wealth Advisors
California
$441K -$53.4K -80 -11%
TFS
4410
Targeted Financial Services
Florida
$441K +$446K +668 New
SNB
4411
Security National Bank
Nebraska
$441K -$823K -1,232 -65%
ATI
4412
ARK & TLK Investments
Oklahoma
$440K +$1.34K +2 +0.3%
BI
4413
Breachway Investments
Rhode Island
$439K +$444K +665 New
WWP
4414
Wise Wealth Partners
Arizona
$439K +$41.4K +62 +10%
SEA
4415
Stegent Equity Advisors
Texas
$438K +$75.5K +113 +21%
AFP
4416
Alpha Financial Partners
Kentucky
$438K -$66.8K -100 -13%
VW
4417
Veridan Wealth
Oregon
$438K – – –
API
4418
Asset Planning Inc
California
$438K -$46.7K -70 -10%
SHWM
4419
Smith & Howard Wealth Management
Georgia
$438K -$34.7K -52 -7%
NCMW
4420
Northern Capital Management (Washington)
Washington
$437K – – –
CGFA
4421
Colton Groome Financial Advisors
North Carolina
$437K +$103K +154 +30%
CFO
4422
Collective Family Office
Pennsylvania
$436K +$72.8K +109 +20%
TC
4423
T3 Companies
New York
$436K +$441K +661 New
WFPG
4424
Waller Financial Planning Group
Ohio
$436K +$2K +3 +0.5%
VPWA
4425
Vestia Personal Wealth Advisors
Indiana
$434K +$24.7K +37 +6%
175 176
177
178 179