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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1601
Financial Management Network
California
$217K +$15.5K +217 +7%
OFW
1602
Omnia Family Wealth
Florida
$216K -$30.3K -425 -11%
RZH
1603
Relyea Zuckerberg Hanson
Connecticut
$216K -$58.2K -815 -19%
EMFAT
1604
Emerald Mutual Fund Advisers Trust
Pennsylvania
$216K +$18.6K +261 +8%
LP
1605
LGL Partners
Pennsylvania
$215K +$8.14K +114 +3%
GPWM
1606
Grant Private Wealth Management
California
$213K +$253K +3,537 New
SVWAG
1607
Sound View Wealth Advisors Group
Georgia
$213K +$4.78K +67 +2%
BWM
1608
Biltmore Wealth Management
Arizona
$213K +$47.2K +661 +23%
MAG
1609
MRA Advisory Group
New Jersey
$213K +$48.5K +679 +24%
ET
1610
Equitable Trust
Tennessee
$212K +$10.3K +144 +4%
FA
1611
Fedenia Advisers
Wisconsin
$211K +$250K +3,501 New
CCM
1612
Check Capital Management
California
$211K – – –
SIA
1613
SeaBridge Investment Advisors
New Jersey
$211K +$250K +3,500 New
CFO
1614
CVA Family Office
Colorado
$211K +$54.1K +758 +28%
CASB
1615
Cape Ann Savings Bank
Massachusetts
$211K +$3.21K +45 +1%
RC
1616
Rahlfs Capital
Texas
$210K +$249K +3,484 New
MA
1617
Montag & Associates
Georgia
$210K -$45.5K -637 -15%
GPA
1618
Garrison Point Advisors
California
$209K +$248K +3,470 New
TC
1619
Trilogy Capital
California
$207K +$246K +3,439 New
DFCM
1620
Dark Forest Capital Management
Puerto Rico
$206K -$271K -3,791 -53%
CG
1621
Corundum Group
Colorado
$206K -$17.1K -240 -7%
BFA
1622
Beaumont Financial Advisors
Massachusetts
$204K +$30.2K +423 +14%
VC
1623
Vestor Capital
Illinois
$203K -$12.8M -179,275 -98%
HBT
1624
Hills Bank & Trust
Iowa
$203K – – –
OWA
1625
One Wealth Advisors
California
$200K +$237K +3,318 New
63 64
65
66 67