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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2051
Fiduciary Planning
Florida
$454K +$364K +22,680 New
VSWA
2052
Vontobel Swiss Wealth Advisors
Switzerland
$453K -$123K -7,680 -25%
PFM
2053
Peak Financial Management
Massachusetts
$453K – – –
FWP
2054
FAS Wealth Partners
Kansas
$453K +$363K +22,640 New
1CP
2055
17 Capital Partners
Arizona
$452K +$362K +22,600 New
CWP
2056
Curated Wealth Partners
California
$451K +$96.8K +6,040 +37%
RF
2057
Rollins Financial
Georgia
$449K -$222K -13,840 -38%
KMWM
2058
Keudell/Morrison Wealth Management
Oregon
$449K -$19.9K -1,240 -5%
HWMA
2059
Heritage Wealth Management (Arizona)
Arizona
$449K +$79.5K +4,960 +28%
SEP
2060
Southland Equity Partners
Missouri
$448K +$6.41K +400 +2%
GCA
2061
Greenwood Capital Associates
South Carolina
$446K -$5.27M -328,920 -94%
AC
2062
Apogem Capital
New York
$446K -$10.9K -680 -3%
FMP
2063
Financial Management Professionals
Texas
$446K +$19.2K +1,200 +6%
OPCM
2064
Osborne Partners Capital Management
California
$442K -$107K -6,680 -23%
TA
2065
Trellis Advisors
Washington
$442K -$10.3K -640 -3%
KCM
2066
Kanawha Capital Management
Virginia
$442K – – –
IFS
2067
Ifrah Financial Services
Arkansas
$442K +$1.92K +120 +0.5%
SNBOSD
2068
Security National Bank of So Dak
Iowa
$442K +$82.1K +5,120 +30%
PA
2069
PSI Advisors
Florida
$441K -$124K -7,760 -26%
JAM
2070
JCIC Asset Management
Ontario, Canada
$441K +$6.41K +400 +2%
CGA
2071
Crescent Grove Advisors
Illinois
$441K +$32.1K +2,000 +10%
FWCM
2072
Ferguson Wellman Capital Management
Oregon
$440K -$5.13K -320 -1%
TI
2073
Truepoint Inc
Ohio
$440K – – –
WBG
2074
Wharton Business Group
Pennsylvania
$440K – – –
TFCP
2075
Twin Focus Capital Partners
Massachusetts
$437K +$350K +21,840 New
81 82
83
84 85