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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1851
Shepherd Wealth Management
Ohio
$324K – – –
AIS
1852
AM Investment Strategies
Tennessee
$324K – – –
PWMA
1853
Pension & Wealth Management Advisors
Massachusetts
$323K -$73.3K -1,000 -18%
CT
1854
Caldwell Trust
Florida
$323K +$55.6K +758 +20%
APW
1855
Aventura Private Wealth
Florida
$322K -$37.5K -512 -10%
SFS
1856
Stiles Financial Services
Minnesota
$322K +$327K +4,462 New
VWM
1857
Venturi Wealth Management
Texas
$322K -$65K -886 -17%
OWA
1858
Opal Wealth Advisors
New York
$321K -$3.37K -46 -1%
BLFG
1859
Brian Low Financial Group
Louisiana
$321K +$5.57K +76 +2%
FFA
1860
Florida Financial Advisors
Florida
$321K -$36K -491 -10%
PWM
1861
Purus Wealth Management
California
$319K +$3.67K +50 +1%
CI
1862
Corient IA
Florida
$318K – – –
RFA
1863
Register Financial Advisors
Georgia
$317K +$73.3K +1,000 +29%
KIA
1864
KCM Investment Advisors
California
$317K -$31.9K -435 -9%
TCBWMS
1865
Texas Capital Bank Wealth Management Services
Texas
$316K -$152K -2,069 -32%
APFP
1866
Action Point Financial Planning
Michigan
$315K +$321K +4,372 New
EB
1867
Eastern Bank
Massachusetts
$314K -$244K -3,329 -43%
AAM
1868
Aureus Asset Management
Massachusetts
$314K – – –
RWA
1869
Roberts Wealth Advisors
California
$313K – – –
NMC
1870
Nine Masts Capital
Hong Kong
$312K +$307K +4,186 +2,969%
RF
1871
Rossby Financial
Florida
$312K -$2.05K -28 -0.6%
SWA
1872
Strata Wealth Advisors
Texas
$312K +$5.13K +70 +2%
CS
1873
Cannell & Spears
New York
$309K -$918K -12,513 -75%
CCWP
1874
Cedar Cove Wealth Partners
Minnesota
$306K +$4.18K +57 +1%
SMH
1875
Sanders Morris Harris
Texas
$305K – – –
73 74
75
76 77