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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2351
Canopy Partners
Ohio
$6.69M +$68.6K +498 +1%
HFM
2352
Hartford Financial Management
Connecticut
$6.68M +$209K +1,516 +3%
WWM
2353
Wolff Wiese Magana
California
$6.68M -$699K -5,072 -9%
SFP
2354
Sandbox Financial Partners
Maryland
$6.68M +$49.5K +359 +0.7%
LBC
2355
Leigh Baldwin & Co
New York
$6.68M +$6.85M +49,721 New
AEPWM
2356
Atlantic Edge Private Wealth Management
Florida
$6.66M -$689 -5 -0%
RAS
2357
RPS Advisory Solutions
Kentucky
$6.66M +$452K +3,282 +7%
MSA
2358
McAlister Sweet & Associates
Texas
$6.66M +$70.2K +509 +1%
TDB
2359
Thompson David Blair
$6.66M +$6.83M +49,560 New
ECP
2360
Elemental Capital Partners
California
$6.65M +$6.82M +49,496 New
CG
2361
Castellan Group
Kentucky
$6.64M -$606K -4,396 -8%
ANBT
2362
American National Bank & Trust
Texas
$6.63M +$91.2K +662 +1%
NL
2363
Navalign LLC
California
$6.63M +$2.34K +17 +0%
JPLA
2364
Joseph P. Lucia & Associates
New York
$6.63M +$378K +2,746 +6%
YDMI
2365
Y.D. More Investments
Israel
$6.62M -$1.7M -12,336 -20%
BSAM
2366
Blue Square Asset Management
New York
$6.6M +$148K +1,076 +2%
WAM
2367
Wolverine Asset Management
Illinois
$6.6M +$5.57M +40,377 +461%
PW
2368
Potentia Wealth
California
$6.6M +$6.77M +49,114 New
EWS
2369
Evergreen Wealth Solutions
Pennsylvania
$6.6M +$539K +3,912 +9%
LF
2370
LifeSteps Financial
California
$6.59M -$582K -4,221 -8%
SL
2371
Siren LLC
Connecticut
$6.57M – – –
CPA
2372
Court Place Advisors
Maryland
$6.57M -$797K -5,782 -11%
PL
2373
Plancorp LLC
Missouri
$6.55M +$396K +2,873 +6%
ACP
2374
Aveo Capital Partners
Colorado
$6.53M +$609K +4,419 +10%
FDW
2375
Fourth Dimension Wealth
Ohio
$6.52M +$6.68M +48,489 New
93 94
95
96 97