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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1326
Cyndeo Wealth Partners
Florida
$1.15M +$288K +4,610 +37%
OCBCO
1327
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.15M -$215K -3,440 -17%
CIS
1328
Custom Index Systems
New York
$1.15M +$146K +2,330 +16%
WWM
1329
Whalen Wealth Management
Nevada
$1.14M +$89.9K +1,440 +9%
RCM
1330
RB Capital Management
Nevada
$1.14M – – –
HI
1331
Hoey Investments
Pennsylvania
$1.14M +$805K +12,890 +322%
OA
1332
Operose Advisors
Wisconsin
$1.14M -$3.12K -50 -0.3%
WCM
1333
Whitener Capital Management
North Carolina
$1.14M -$1.87K -30 -0.2%
SWA
1334
Sax Wealth Advisors
New Jersey
$1.14M +$225K +3,610 +27%
MSFS
1335
Main Street Financial Solutions
Pennsylvania
$1.13M -$86.2K -1,380 -8%
BPCE
1336
Bank Pictet & Cie (Europe)
Germany
$1.13M -$326K -5,220 -24%
VCA
1337
Verdence Capital Advisors
Maryland
$1.13M -$58.1K -930 -5%
QWP
1338
Quotient Wealth Partners
Texas
$1.13M +$136K +2,170 +15%
MWM
1339
Modera Wealth Management
New Jersey
$1.12M -$158K -2,530 -13%
RCA
1340
Riverview Capital Advisers
Massachusetts
$1.12M – – –
CAGAS
1341
Capital Advisory Group Advisory Services
Minnesota
$1.12M -$12.5K -200 -1%
AFP
1342
Ausdal Financial Partners
Iowa
$1.11M +$6.87K +110 +0.7%
PWMG
1343
Prestige Wealth Management Group
New Jersey
$1.11M -$25.6K -410 -2%
SVWAG
1344
Sound View Wealth Advisors Group
Georgia
$1.11M -$6.87K -110 -0.7%
LAM
1345
L2 Asset Management
Massachusetts
$1.11M +$82.4K +1,320 +9%
CCA
1346
Childress Capital Advisors
Texas
$1.11M +$8.74K +140 +0.9%
NWWA
1347
New Wave Wealth Advisors
Arkansas
$1.1M +$1.02M +16,300 New
CB
1348
CNB Bank
Pennsylvania
$1.1M +$15.6K +250 +2%
TBC
1349
Ted Buchan & Co
California
$1.09M +$54.3K +870 +6%
FAM
1350
Formidable Asset Management
Ohio
$1.09M +$28.1K +450 +3%
52 53
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