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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1326
Caldwell Trust
Florida
$493K +$320K +7,560 +138%
MSE
1327
MUFG Securities EMEA
United Kingdom
$492K -$749K -17,670 -58%
CL
1328
CSS LLC
Illinois
$491K – – –
CAG
1329
Crestwood Advisors Group
Massachusetts
$490K +$98.8K +2,330 +22%
LPAM
1330
Lodestar Private Asset Management
California
$486K +$1.7K +40 +0.3%
HWM
1331
Hemington Wealth Management
Virginia
$485K +$848 +20 +0.2%
AG
1332
Artal Group
Luxembourg
$485K +$545K +12,850 New
CIA
1333
Capital Investment Advisors
Georgia
$485K +$26.7K +630 +5%
RPWA
1334
Regent Peak Wealth Advisors
Georgia
$484K -$8.9K -210 -2%
CCA
1335
Column Capital Advisors
Indiana
$484K -$2.12K -50 -0.4%
CFP
1336
Cypress Financial Planning
New Jersey
$482K -$84.8K -2,000 -14%
OFS
1337
OneAscent Financial Services
Alabama
$482K +$127K +3,000 +31%
VC
1338
Vicus Capital
Pennsylvania
$482K +$541K +12,760 New
OPWM
1339
Oxinas Partners Wealth Management
Indiana
$481K +$254K +6,000 +89%
MCM
1340
McDonough Capital Management
Florida
$480K -$3.39K -80 -0.6%
LAM
1341
L2 Asset Management
Massachusetts
$477K -$452K -10,670 -94%
DFG
1342
Delta Financial Group
New Jersey
$477K -$11.4K -270 -2%
AG
1343
Ascent Group
Virginia
$477K -$231K -5,440 -33%
KLI
1344
Kelman-Lazarov Inc
Tennessee
$474K -$13.1K -310 -2%
CFP
1345
Catalyst Financial Partners
Massachusetts
$474K +$30.1K +710 +6%
BWM
1346
Birchcreek Wealth Management
Ohio
$474K +$50.4K +1,190 +10%
MAWCM
1347
Mine & Arao Wealth Creation & Management
California
$474K +$180K +4,240 +51%
ANTB
1348
AMG National Trust Bank
Colorado
$473K +$60.6K +1,430 +13%
CW
1349
CreativeOne Wealth
Kansas
$473K -$68.3K -1,610 -11%
VCA
1350
Verdence Capital Advisors
Maryland
$470K +$57.7K +1,360 +12%
52 53
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