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Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
1351
Consolidated Portfolio Review Corp
New York
$526K -$131K -795 -21%
CIS
1352
Custom Index Systems
New York
$524K +$482K +2,930 New
ESB
1353
Essex Savings Bank
Connecticut
$521K -$1.64K -10 -0.3%
AWM
1354
Avitas Wealth Management
California
$521K -$37K -225 -7%
AG
1355
AlTi Global
New York
$520K -$140K -850 -23%
SWA
1356
Sax Wealth Advisors
New Jersey
$518K -$34.5K -210 -7%
SWA
1357
Stratos Wealth Advisors
Ohio
$516K -$12.3K -75 -3%
WAG
1358
Winthrop Advisory Group
Massachusetts
$516K – – –
FW
1359
FullCircle Wealth
Texas
$514K +$2.47K +15 +0.6%
HFP
1360
Holistic Financial Partners
Indiana
$513K -$6.58K -40 -1%
VAG
1361
VisionPoint Advisory Group
Texas
$513K +$10.7K +65 +2%
SBIA
1362
Sheaff Brock Investment Advisors
Indiana
$513K +$55.9K +340 +13%
SCM
1363
Saxony Capital Management
Missouri
$510K – – –
SIA
1364
Soltis Investment Advisors
Utah
$508K +$15.6K +95 +3%
CIAS
1365
Capital Investment Advisory Services
North Carolina
$506K – – –
RFN
1366
Redwood Financial Network
Ohio
$506K -$6.58K -40 -1%
NHT
1367
New Hampshire Trust
New Hampshire
$500K – – –
CHJWM
1368
Carlton Hofferkamp & Jenks Wealth Management
Texas
$498K – – –
JSL
1369
JT Stratford LLC
Georgia
$498K +$98.6K +600 +27%
FAIM
1370
Financial Advocates Investment Management
Washington
$497K +$23.8K +145 +6%
CAI
1371
Capital Advisors Inc
Oklahoma
$495K -$137K -835 -23%
CFO
1372
CVA Family Office
Colorado
$494K +$21.4K +130 +5%
CSI
1373
Cross Staff Investments
New York
$492K – – –
HWP
1374
Highline Wealth Partners
California
$490K +$31.2K +190 +7%
HIC
1375
Holderness Investments Company
North Carolina
$488K – – –
53 54
55
56 57