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Name Holding Trade Value Shares
Change 		Change in
Stake
EAMH
5726
Eurizon Asset Management Hungary
$725K +$752K +1,500 New
AF
5727
Align Financial
Minnesota
$725K +$364M +725,430 New
CWM
5728
Core Wealth Management
Florida
$722K -$28.6K -57 -4%
BSWM
5729
Boston Standard Wealth Management
Massachusetts
$721K -$20K -40 -3%
RCWM
5730
Red Crane Wealth Management
California
$720K +$1K +2 +0.1%
NI
5731
NFC Investments
Tennessee
$718K – – –
HSWS
5732
Higgins & Schmidt Wealth Strategies
Colorado
$717K -$24.6K -49 -3%
SVWG
5733
Shared Vision Wealth Group
United States
$717K -$53.6K -107 -7%
NECFA
5734
New England Capital Financial Advisors
Connecticut
$716K -$10K -20 -1%
GCWM
5735
Graham Capital Wealth Management
District of Columbia
$716K -$11.5K -23 -2%
DP
5736
Divergent Planning
Maryland
$715K -$84.7K -169 -10%
JAA
5737
Joel Adams & Associates
North Carolina
$713K – – –
SWA
5738
Strategic Wealth Advisors
Arizona
$712K +$738K +1,473 New
VI
5739
Versor Investments
New York
$711K +$258K +515 +54%
BOC
5740
Bull Oak Capital
California
$703K -$21K -42 -3%
AWMNH
5741
Arcadia Wealth Management (New Hampshire)
New Hampshire
$702K -$55.1K -110 -7%
LAMNM
5742
Longview Asset Management (New Mexico)
New Mexico
$700K +$26.6K +53 +4%
VWM
5743
Vigil Wealth Management
Florida
$699K +$725K +1,446 New
PF
5744
Prota Financial
Texas
$699K +$725K +1,446 New
BGAI
5745
Bruce G. Allen Investments
Colorado
$698K -$98.7K -197 -12%
CWM
5746
Contango Wealth Management
California
$696K +$722K +1,440 New
BLWM
5747
Bucket List Wealth Management
Florida
$696K +$721K +1,438 New
WFPG
5748
Waller Financial Planning Group
Ohio
$695K -$16K -32 -2%
FOR
5749
Family Office Research
Maryland
$691K -$24.6K -49 -3%
GPCM
5750
Guardsman Private Capital Management
Florida
$690K +$715K +1,427 New
228 229
230
231 232