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Name Holding Trade Value Shares
Change 		Change in
Stake
FTWA
1101
Fifth Third Wealth Advisors
Ohio
$273K +$250K +2,569 New
BWA
1102
Bordeaux Wealth Advisors
California
$272K +$249K +2,555 New
MW
1103
Maia Wealth
Colorado
$272K +$246K +2,529 New
WAM
1104
Worth Asset Management
Texas
$271K -$72K -740 -23%
RI
1105
Redwood Investments
Massachusetts
$271K +$247K +2,544 New
GIBU
1106
Gulf International Bank (UK)
United Kingdom
$270K -$96.2K -989 -28%
BWP
1107
BSW Wealth Partners
Colorado
$269K +$246K +2,531 New
RBFC
1108
Roman Butler Fullerton & Co
Missouri
$266K -$12.2K -125 -5%
HFAS
1109
Hummer Financial Advisory Services
Illinois
$266K – – –
SAM
1110
SP Asset Management
California
$266K – – –
BA
1111
Birinyi Associates
Connecticut
$266K +$243K +2,500 New
LF
1112
Lantz Financial
Illinois
$265K -$15.8K -162 -6%
FWP
1113
Forefront Wealth Partners
Texas
$264K +$241K +2,481 New
WJA
1114
Willis Johnson & Associates
Texas
$263K -$30.9K -318 -11%
LJAC
1115
L.J. Altfest & Co
New York
$263K +$240K +2,471 New
SC
1116
SouthState Corp
Florida
$263K +$6.81K +70 +3%
OHWP
1117
Oak Harbor Wealth Partners
North Carolina
$262K +$240K +2,468 New
FWCM
1118
Ferguson Wellman Capital Management
Oregon
$261K +$238K +2,450 New
CH
1119
Cromwell Holdings
Wyoming
$260K +$37.7K +388 +19%
FCH
1120
Freestone Capital Holdings
Washington
$259K +$237K +2,437 New
PFA
1121
Pure Financial Advisors
California
$259K +$237K +2,436 New
FRA
1122
Frank Rimerman Advisors
California
$259K +$237K +2,435 New
MAG
1123
M3 Advisory Group
Massachusetts
$258K +$236K +2,430 New
KFGK
1124
Keystone Financial Group (Kentucky)
Kentucky
$258K +$218K +2,238 New
MPWT
1125
MassMutual Private Wealth & Trust
Connecticut
$257K +$42.3K +435 +22%
43 44
45
46 47