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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1426
Carolinas Wealth Consulting
North Carolina
$211K -$98.3K -940 -32%
CFSG
1427
Clark Financial Services Group
Missouri
$211K +$213K +2,033 New
TTWM
1428
TCV Trust & Wealth Management
Virginia
$210K +$212K +2,025 New
CFO
1429
Collective Family Office
Pennsylvania
$210K -$22.9K -219 -10%
EGA
1430
E&G Advisors
Texas
$209K +$523 +5 +0.2%
AWC
1431
Abundance Wealth Counselors
Pennsylvania
$209K +$211K +2,019 New
AA
1432
Apriem Advisors
California
$209K -$198K -1,892 -48%
AG
1433
AlTi Global
New York
$209K -$183K -1,754 -47%
QP
1434
Quartz Partners
New York
$208K +$209K +2,003 New
CCAM
1435
Cascades Capital Asset Management
North Carolina
$208K +$209K +2,003 New
DWA
1436
Douglass Winthrop Advisors
New York
$207K -$7.53K -72 -3%
WAOTB
1437
Wealth Advisors of Tampa Bay
Florida
$207K – – –
LSCM
1438
Light Street Capital Management
California
$207K +$38.6K +369 +23%
MFG
1439
Magnus Financial Group
New York
$207K -$26.1K -250 -11%
BFAG
1440
Blackston Financial Advisory Group
Florida
$207K +$208K +1,992 New
DMBA
1441
Deseret Mutual Benefit Administrators
Utah
$206K -$9.83K -94 -5%
SG
1442
StoneX Group
New York
$205K +$14.7K +141 +8%
HGERS
1443
Householder Group Estate & Retirement Specialist
Arizona
$205K -$1.15K -11 -0.6%
SFP
1444
Sweet Financial Partners
Minnesota
$205K +$2.72K +26 +1%
HBT
1445
Heartland Bank & Trust
Illinois
$205K -$11.2K -107 -5%
ECG
1446
Edge Capital Group
Georgia
$204K -$15.4K -147 -7%
MSR
1447
Main Street Research
Connecticut
$203K -$38.4K -367 -16%
OFS
1448
OneAscent Financial Services
Alabama
$203K +$205K +1,958 New
ZF
1449
Zega Financial
Florida
$202K -$15.7K -150 -7%
MWA
1450
Midland Wealth Advisors
Illinois
$202K -$69.2K -662 -25%
56 57
58
59 60