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Name Holding Trade Value Shares
Change 		Change in
Stake
RMC
1626
Resources Management Corp
Connecticut
$406K – – –
AIM
1627
Arcadia Investment Management
Michigan
$406K -$40.2K -920 -10%
RZH
1628
Relyea Zuckerberg Hanson
Connecticut
$405K -$8.73K -200 -2%
CP
1629
Canopy Partners
Ohio
$405K +$363K +8,310 New
LWA
1630
Lantern Wealth Advisors
New York
$404K +$362K +8,290 New
MAM
1631
Martingale Asset Management
Massachusetts
$401K +$109K +2,500 +44%
OA
1632
Oxbow Advisors
Texas
$401K -$8.29K -190 -2%
FCAS
1633
First Command Advisory Services
Texas
$401K – – –
RWP
1634
Revolve Wealth Partners
New Jersey
$401K -$31.9K -730 -8%
FI
1635
Financial Insights
Washington
$400K – – –
TI
1636
Truepoint Inc
Ohio
$399K +$358K +8,200 New
EAM
1637
Evanson Asset Management
California
$399K – – –
LEA
1638
Legacy Edge Advisors
New York
$398K +$357K +8,180 New
SFG
1639
Sovereign Financial Group
Connecticut
$398K -$70.3K -1,610 -16%
WP
1640
WMS Partners
Maryland
$397K +$42.8K +980 +14%
GA
1641
Gateway Advisory
New Jersey
$397K -$8.73K -200 -2%
BOS
1642
Bank of Stockton
California
$396K +$127K +2,920 +55%
TPWA
1643
TRUE Private Wealth Advisors
Oregon
$395K -$1.31K -30 -0.4%
TP
1644
Tranquility Partners
Tennessee
$395K +$17.9K +410 +5%
PSC
1645
Portman Square Capital
United Kingdom
$395K -$1.08M -24,730 -75%
SA
1646
SFI Advisors
New Jersey
$392K – – –
AG
1647
AlTi Global
New York
$391K +$351K +8,040 New
TFGT
1648
TS Financial Group (TSFG)
Illinois
$390K -$31.9K -730 -8%
RWP
1649
Ridgecrest Wealth Partners
California
$389K -$43.7K -1,000 -11%
GTAM
1650
Global Trust Asset Management
Florida
$389K +$21.8K +500 +7%
64 65
66
67 68