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Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1751
Leeward Financial Partners
Washington
$266K -$4.46K -45 -2%
AGWCA
1752
Annis Gardner Whiting Capital Advisors
Florida
$266K +$9.01K +91 +4%
DWM
1753
Daner Wealth Management
Georgia
$265K +$206K +2,081 New
ESC
1754
Eurizon SLJ Capital
$264K – – –
KWM
1755
KFG Wealth Management
Indiana
$264K +$1.68K +17 +0.6%
WMP
1756
Wealth Management Partners
Arizona
$261K +$261K +2,632 New
CAM
1757
Covenant Asset Management
New Jersey
$261K +$10.9K +110 +4%
EL
1758
EWA LLC
Pennsylvania
$261K +$260K +2,626 New
HFP
1759
Holistic Financial Partners
Indiana
$261K -$59.1K -597 -19%
MWM
1760
Modern Wealth Management
Kansas
$260K -$103K -1,042 -28%
VIA
1761
Vickerman Investment Advisors
Washington
$260K – – –
SW
1762
SVB Wealth
Massachusetts
$260K +$27.5K +278 +12%
TPWA
1763
Twin Peaks Wealth Advisors
California
$258K +$36.1K +365 +16%
FPW
1764
Fairvoy Private Wealth
Alabama
$256K -$43.8K -442 -15%
PTP
1765
Platform Technology Partners
New York
$255K +$2.97K +30 +1%
MAM
1766
MWA Asset Management
Massachusetts
$255K -$798K -8,062 -76%
CC
1767
Cypress Capital
Tennessee
$255K +$254K +2,567 New
KP
1768
Keel Point
Alabama
$254K -$107K -1,079 -30%
PP
1769
Patron Partners
Texas
$254K -$46.5K -470 -16%
HNWAG
1770
High Net Worth Advisory Group
Florida
$254K +$253K +2,554 New
FA
1771
Fermata Advisors
California
$252K +$251K +2,535 New
VFG
1772
Victory Financial Group
Texas
$251K +$2.48K +25 +1%
MBWA
1773
Marin Bay Wealth Advisors
California
$251K +$250K +2,528 New
WCM
1774
Wedge Capital Management
North Carolina
$249K +$12.8K +129 +5%
HR
1775
Howe & Rusling
New York
$249K +$10.8K +109 +5%
69 70
71
72 73