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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
2276
Creative Capital Management Investments
California
$397K – – –
FWM
2277
Fairhaven Wealth Management
Illinois
$397K +$303K +1,515 New
WTA
2278
Washington Trust Advisors
Massachusetts
$396K -$19.4K -97 -6%
BAG
2279
Bridgewealth Advisory Group
California
$396K -$109K -543 -26%
MAWCM
2280
Mine & Arao Wealth Creation & Management
California
$396K -$39.2K -196 -11%
SC
2281
Searle & Co
Connecticut
$396K +$2K +10 +0.7%
SWP
2282
Summit Wealth Partners
Florida
$396K +$53.4K +267 +21%
G
2283
GenTrust
Florida
$395K – – –
SGWM
2284
Sterling Group Wealth Management
California
$392K -$2.6K -13 -0.9%
CCM
2285
Corsair Capital Management
New York
$391K – – –
LCC
2286
Lincoln Capital Corp
Rhode Island
$391K – – –
QPW
2287
Quantum Private Wealth
Florida
$390K +$10K +50 +3%
MIM
2288
Macroview Investment Management
Maryland
$390K +$13.4K +67 +5%
TNA
2289
True North Advisors
Texas
$389K +$2K +10 +0.7%
MPM
2290
Meritage Portfolio Management
Kansas
$387K +$8K +40 +3%
TF
2291
Tompkins Financial
New York
$387K – – –
MFG
2292
Monte Financial Group
Connecticut
$386K – – –
AFG
2293
AFS Financial Group
Maryland
$386K +$92.8K +464 +46%
APA
2294
Astoria Portfolio Advisors
New York
$385K +$7.6K +38 +3%
RBCM
2295
Raub Brock Capital Management
California
$385K – – –
KCM
2296
KLK Capital Management
California
$384K +$294K +1,468 New
MPW
2297
MA Private Wealth
California
$384K +$293K +1,467 New
SFP
2298
Sweet Financial Partners
Minnesota
$384K +$10.6K +53 +4%
AWA
2299
Amplius Wealth Advisors
Pennsylvania
$382K -$3.2K -16 -1%
FWIA
2300
Fort Washington Investment Advisors
Ohio
$382K – – –
90 91
92
93 94