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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1401
Cyndeo Wealth Partners
Florida
$1.64M +$91.4K +1,110 +6%
CFP
1402
Catalyst Financial Partners
Massachusetts
$1.63M +$44.4K +540 +3%
CYG
1403
Clean Yield Group
Vermont
$1.63M +$1.5M +18,260 +26,086%
QWP
1404
Quotient Wealth Partners
Texas
$1.63M +$84.8K +1,030 +6%
CCG
1405
Coastwise Capital Group
California
$1.63M -$2.47K -30 -0.2%
TW
1406
TritonPoint Wealth
Maryland
$1.63M -$17.3K -210 -1%
GFP
1407
Gryphon Financial Partners
Ohio
$1.62M -$923K -11,220 -38%
CTA
1408
Colonial Trust Advisors
South Carolina
$1.61M +$1.02M +12,440 +220%
GDP
1409
Great Diamond Partners
Maine
$1.6M -$35.4K -430 -2%
RPGK
1410
Retirement Planning Group (Kansas)
Kansas
$1.6M +$5.76K +70 +0.4%
AA
1411
Apriem Advisors
California
$1.6M -$11.5K -140 -0.8%
FHA
1412
First Horizon Advisors
Tennessee
$1.6M -$159K -1,930 -10%
FBC
1413
Fairfield, Bush & Co
Connecticut
$1.6M +$44.4K +540 +3%
CAG
1414
Csenge Advisory Group
Florida
$1.6M +$73.3K +890 +5%
SIM
1415
Sentry Investment Management
Wisconsin
$1.6M -$240K -2,910 -14%
RFP
1416
Root Financial Partners
California
$1.59M +$157K +1,910 +12%
1C
1417
111 Capital
France
$1.59M +$1.46M +17,790 New
GI
1418
GS Investments
Minnesota
$1.58M -$300K -3,650 -17%
WIM
1419
WealthPlan Investment Management
Nebraska
$1.58M -$46.1K -560 -3%
MMG
1420
Monetary Management Group
Missouri
$1.58M +$4.12K +50 +0.3%
TCM
1421
Telos Capital Management
California
$1.58M -$592K -7,190 -29%
AWE
1422
Avidian Wealth Enterprises
Texas
$1.57M +$56.8K +690 +4%
RPCONE
1423
Retirement Planning Company of New England
Rhode Island
$1.57M -$30.5K -370 -2%
BTI
1424
Blue Trust Inc
Georgia
$1.57M -$2.94M -35,700 -67%
SVWAG
1425
Sound View Wealth Advisors Group
Georgia
$1.56M -$30.5K -370 -2%
55 56
57
58 59