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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2276
Affiance Financial
Minnesota
$277K – – –
DIP
2277
DT Investment Partners
Pennsylvania
$276K +$34.8K +520 +15%
WPP
2278
Whalerock Point Partners
Rhode Island
$275K +$259K +3,880 New
AFG
2279
ABLE Financial Group
Arizona
$274K -$106K -1,590 -29%
FAG
2280
Fortitude Advisory Group
Washington
$274K -$8.03K -120 -3%
LOIM
2281
Liberty One Investment Management
Illinois
$274K -$2.67K -40 -1%
NF
2282
Nikulski Financial
Iowa
$273K -$15.4K -230 -6%
HIM
2283
Harbour Investment Management
Washington
$273K – – –
SWM
2284
Selective Wealth Management
Virginia
$272K +$669 +10 +0.3%
BFA
2285
Beaumont Financial Advisors
Massachusetts
$272K +$15.4K +230 +6%
KCFA
2286
Key Client Fiduciary Advisors
New Jersey
$272K +$256K +3,830 New
WWM
2287
Waterway Wealth Management
Texas
$272K +$256K +3,830 New
CWP
2288
Curated Wealth Partners
California
$271K +$255K +3,820 New
LA
2289
LexAurum Advisors
Kansas
$271K -$86.9K -1,300 -25%
OFW
2290
Omnia Family Wealth
Florida
$271K -$14K -210 -5%
TNA
2291
True North Advisors
Texas
$270K +$669 +10 +0.3%
SIA
2292
SGL Investment Advisors
Montana
$270K +$215K +3,220 New
VC
2293
Vicus Capital
Pennsylvania
$270K -$441K -6,600 -63%
SF
2294
SWP Financial
California
$270K – – –
FFG
2295
Fortem Financial Group
California
$270K +$14K +210 +6%
RSWA
2296
Robinson Smith Wealth Advisors
Maine
$269K +$4.68K +70 +2%
VF
2297
VitalStone Financial
Texas
$269K +$50.8K +760 +25%
SFP
2298
Sandbox Financial Partners
Maryland
$268K -$56.8K -850 -18%
CAAS
2299
Capital Asset Advisory Services
Michigan
$267K +$12.7K +190 +5%
DFA
2300
Delta Financial Advisors
Louisiana
$267K – – –
90 91
92
93 94