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Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
1451
KFA Private Wealth Group
Virginia
$266K -$6.17K -220 -2%
PHIC
1452
Pine Haven Investment Counsel
Massachusetts
$266K -$8.41K -300 -3%
CWP
1453
Cyndeo Wealth Partners
Florida
$266K +$253K +9,020 New
AF
1454
Advisornet Financial
Minnesota
$266K -$474K -16,890 -65%
SW
1455
SkyOak Wealth
Michigan
$265K -$19.9K -710 -7%
SIA
1456
Soltis Investment Advisors
Utah
$265K +$252K +8,990 New
SWM
1457
Segment Wealth Management
Texas
$265K – – –
GTAM
1458
Global Trust Asset Management
Florida
$265K +$2.81K +100 +1%
CCM
1459
Carlson Capital Management
Minnesota
$263K +$250K +8,930 New
PIA
1460
Powell Investment Advisors
Florida
$263K – – –
TFGT
1461
TS Financial Group (TSFG)
Illinois
$263K – – –
AL
1462
ACAS LLC
California
$262K +$250K +8,900 New
CA
1463
Clearstead Advisors
Ohio
$262K -$35.9K -1,280 -13%
ORI
1464
Oak Ridge Investments
Illinois
$262K -$3.09K -110 -1%
CSIC
1465
Clifford Swan Investment Counsel
California
$261K -$8.41K -300 -3%
UAS
1466
United Asset Strategies
New York
$260K – – –
FHC
1467
First Heartland Consultants
Missouri
$260K +$247K +8,820 New
VAG
1468
VisionPoint Advisory Group
Texas
$260K +$203K +7,240 New
DLHL
1469
Donald L. Hagan LLC
Florida
$259K +$246K +8,770 New
TPWA
1470
TRUE Private Wealth Advisors
Oregon
$258K -$83.3K -2,970 -25%
TWM
1471
Trevian Wealth Management
Massachusetts
$257K -$51.9K -1,850 -18%
BCM
1472
Barometer Capital Management
Ontario, Canada
$257K +$244K +8,700 New
WTA
1473
Washington Trust Advisors
Massachusetts
$256K -$144K -5,120 -37%
RWP
1474
RWA Wealth Partners
Massachusetts
$255K +$218K +7,780 New
APW
1475
Aurora Private Wealth
New Jersey
$253K +$241K +8,590 New
57 58
59
60 61