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SARO

StandardAero Inc
SARO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
301
RMG Wealth Management
Wisconsin
$2.28K +$2.54K +85 New
CPG
302
Cornerstone Planning Group
New Jersey
$2.21K +$2.54K +85 +2,833%
HNB
303
Huntington National Bank
Ohio
$2.07K – – –
PTC
304
Private Trust Company
Ohio
$1.6K +$865 +29 +88%
BTI
305
Blue Trust Inc
Georgia
$1.4K +$268 +9 +20%
TM
306
Torren Management
California
$1.16K -$1.19K -40 -47%
PWMG
307
Private Wealth Management Group
New Jersey
$1.11K -$447 -15 -26%
MAM
308
Marquette Asset Management
Minnesota
$956 +$1.1K +37 New
CA
309
Clearstead Advisors
Ohio
$905 -$179 -6 -15%
DF
310
DecisionPoint Financial
Arizona
$672 – – –
CTC
311
Central Trust Company
Missouri
$646 – – –
SWM
312
SHP Wealth Management
Massachusetts
$594 -$1.25K -42 -65%
AF
313
Advisornet Financial
Minnesota
$542 +$597 +20 +2,000%
CFM
314
Cornerstone Financial Management
Massachusetts
$517 +$597 +20 New
NSIM
315
North Star Investment Management
Illinois
$517 +$597 +20 New
ACA
316
American Capital Advisory
Idaho
$362 +$418 +14 New
CH
317
Cromwell Holdings
Wyoming
$310 – – –
KFAS
318
Keating Financial Advisory Services
Kansas
$310 – – –
TWM
319
TopTier Wealth Management
Wisconsin
$310 +$358 +12 New
SC
320
SouthState Corp
Florida
$259 +$298 +10 New
PWA
321
Principia Wealth Advisory
Texas
$258 -$60 -2 -17%
SEP
322
Signature Equity Partners
Ohio
$207 – – –
CCWM
323
Cassaday & Co Wealth Management
Virginia
$181 +$209 +7 New
ASN
324
Advisory Services Network
Georgia
$155 +$179 +6 New
SAM
325
Smartleaf Asset Management
Massachusetts
$101 -$179 -6 -60%
11 12
13
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