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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1301
Kerr Financial Planning
California
$4.53M +$79.3K +179 +2%
KHCM
1302
Kirtland Hills Capital Management
Ohio
$4.53M +$352K +794 +9%
SFS
1303
Summit Financial Strategies
Ohio
$4.52M -$74K -167 -2%
SYBT
1304
Stock Yards Bank & Trust
Kentucky
$4.52M +$129K +290 +3%
NFG
1305
Nadler Financial Group
Illinois
$4.52M -$267K -603 -6%
RPC
1306
Rossmore Private Capital
Connecticut
$4.51M -$138K -312 -3%
FWA
1307
Flagship Wealth Advisors
Massachusetts
$4.5M +$2.85M +6,425 +179%
TA
1308
Trivest Advisors
Hong Kong
$4.5M +$4.43M +10,000 New
EA
1309
Everpar Advisors
Oklahoma
$4.49M +$219K +495 +5%
WJWM
1310
Williams Jones Wealth Management
New York
$4.49M +$2.37M +5,339 +115%
SFP
1311
Shepherd Financial Partners
Massachusetts
$4.48M +$860K +1,939 +24%
VAG
1312
VisionPoint Advisory Group
Texas
$4.48M -$288K -650 -6%
JJBC
1313
James J. Burns & Company
New York
$4.47M -$512K -1,154 -10%
SCM
1314
SOL Capital Management
Maryland
$4.45M -$23.1K -52 -0.5%
PCS
1315
Personal CFO Solutions
New Jersey
$4.45M +$19.5K +44 +0.4%
AGWCA
1316
Annis Gardner Whiting Capital Advisors
Florida
$4.43M +$410K +924 +10%
CP
1317
Castleview Partners
Texas
$4.43M +$602K +1,358 +16%
KFP
1318
KMG Fiduciary Partners
Ohio
$4.42M -$1.3M -2,937 -23%
VPW
1319
Variant Private Wealth
Virginia
$4.42M -$43K -97 -1%
PCM
1320
Parsons Capital Management
Rhode Island
$4.41M -$931K -2,100 -18%
FAL
1321
Focused Alpha LLC
Colorado
$4.4M +$4.34M +9,793 New
BL
1322
BFSG LLC
California
$4.39M -$14.6K -33 -0.3%
FMWA
1323
Forvis Mazars Wealth Advisors
Missouri
$4.39M +$625K +1,411 +17%
WAG
1324
Winthrop Advisory Group
Massachusetts
$4.38M +$94.9K +214 +2%
CAS
1325
Coppell Advisory Solutions
Texas
$4.38M +$23.1K +52 +0.5%
51 52
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