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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
4251
Trust Company
Kansas
$700K -$226K -1,786 -22%
CWM
4252
Cranbrook Wealth Management
Michigan
$699K +$63.4K +500 +8%
CWM
4253
Centricity Wealth Management
Ohio
$696K -$47.7K -376 -6%
AWM
4254
Absher Wealth Management
North Carolina
$695K -$37.4K -295 -4%
NCMW
4255
Northern Capital Management (Washington)
Washington
$694K -$14.3K -113 -2%
OWM
4256
OneAscent Wealth Management
Alabama
$694K +$38.3K +302 +5%
IFPG
4257
Intrepid Financial Planning Group
Indiana
$693K +$63.4K +500 +8%
FWP
4258
Fiduciary Wealth Partners
Massachusetts
$691K +$808K +6,373 New
NA
4259
Nordwand Advisors
Pennsylvania
$691K +$246K +1,938 +44%
SFC
4260
Swisher Financial Concepts
Ohio
$691K +$320K +2,521 +65%
BWA
4261
Boulder Wealth Advisors
Colorado
$688K +$34.6K +273 +4%
ACM
4262
Aster Capital Management
United Arab Emirates
$687K +$528K +4,164 +312%
LA
4263
Lynch & Associates
Indiana
$686K -$233K -1,842 -23%
LI
4264
Lafayette Investments
Maryland
$686K -$36.1K -285 -4%
VAMG
4265
Voisard Asset Management Group
Michigan
$685K -$127 -1 -0%
KA
4266
Kure Advisory
Minnesota
$685K +$801K +6,322 New
FWM
4267
Fonville Wealth Management
Virginia
$683K -$352K -2,774 -31%
CFG
4268
Copley Financial Group
California
$681K +$13.3K +105 +2%
CAM
4269
CenterStar Asset Management
Illinois
$679K +$791K +6,239 New
BWMG
4270
Barnes Wealth Management Group
California
$678K +$32.7K +258 +4%
AWP
4271
Avid Wealth Partners
Texas
$677K +$262K +2,071 +50%
CWM
4272
C2C Wealth Management
Arizona
$674K +$394K +3,110 +100%
HWA
4273
Heartwood Wealth Advisors
Virginia
$673K -$424K -3,347 -35%
WHGC
4274
Wealth High Governance Capital
Brazil
$672K -$11.8M -93,000 -94%
BBWP
4275
Beacon Bridge Wealth Partners
Pennsylvania
$671K +$34.5K +272 +5%
169 170
171
172 173