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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
1626
Roble Belko & Company
Pennsylvania
$250K – – –
MSA
1627
Marino Stram & Associates
Massachusetts
$248K +$822 +5 +0.4%
MWM
1628
Modera Wealth Management
New Jersey
$244K +$224K +1,365 New
MW
1629
Maia Wealth
Colorado
$244K +$210K +1,275 New
AWM
1630
Aviso Wealth Management
Washington
$242K +$5.75K +35 +3%
WB
1631
West Bancorporation
Iowa
$242K +$6.58K +40 +3%
WP
1632
Westmount Partners
California
$241K -$4.11K -25 -2%
GAG
1633
GM Advisory Group
New York
$241K +$222K +1,350 New
OLVIG
1634
Oliver Lagore Vanvalin Investment Group
Michigan
$241K +$2.47K +15 +1%
HI
1635
Harbour Investments
Wisconsin
$241K +$27.1K +165 +14%
SB
1636
Strategic Blueprint
Georgia
$241K +$221K +1,345 New
FSA
1637
Fort Sheridan Advisors
Illinois
$240K +$220K +1,340 New
KL
1638
KilterHowling LLC
Colorado
$240K – – –
UFF
1639
USA Financial Formulas
Michigan
$240K +$214K +1,300 +3,250%
CWA
1640
Consilium Wealth Advisory
Texas
$237K – – –
RWI
1641
Red Wave Investments
Pennsylvania
$237K – – –
EFG
1642
Ethos Financial Group
Pennsylvania
$236K +$217K +1,320 New
CWM
1643
Cedar Wealth Management
California
$235K – – –
SIG
1644
Sargent Investment Group
Maryland
$235K +$1.64K +10 +0.8%
ANTB
1645
AMG National Trust Bank
Colorado
$235K -$11.5K -70 -5%
AI
1646
Accredited Investors
Minnesota
$234K +$215K +1,310 New
LA
1647
LM Advisors
California
$234K – – –
EFMH
1648
E Fund Management (HK)
Hong Kong
$233K +$19.7K +120 +10%
RWA
1649
Rooted Wealth Advisors
Illinois
$232K +$210K +1,280 New
CT
1650
Caldwell Trust
Florida
$232K +$79.7K +485 +60%
64 65
66
67 68