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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2726
Engrave Wealth Partners
Texas
$360K +$93.4K +459 +29%
RWM
2727
RKL Wealth Management
Pennsylvania
$359K -$20.3K -100 -5%
WMA
2728
West Michigan Advisors
Michigan
$359K +$4.48K +22 +1%
NWM
2729
NEIRG Wealth Management
Massachusetts
$358K -$129K -635 -24%
MWPCG
2730
Measured Wealth Private Client Group
New Hampshire
$358K -$28.7K -141 -7%
CWM
2731
C2C Wealth Management
Arizona
$358K -$10.2K -50 -3%
FA
2732
Fountainhead AM
New Jersey
$357K -$3.66K -18 -0.9%
CL
2733
CIM LLC
New York
$356K -$22.2K -109 -6%
CWA
2734
Canvas Wealth Advisors
Kansas
$356K +$2.04K +10 +0.6%
AIP
2735
ARS Investment Partners
New York
$355K -$35.6K -175 -8%
MIM
2736
Merrion Investment Management
New Jersey
$355K – – –
PCC
2737
Park Circle Company
Maryland
$355K – – –
MPW
2738
MGO Private Wealth
California
$355K +$406K +1,997 New
FH
2739
FWG Holdings
Florida
$354K +$39.3K +193 +11%
CBTWT
2740
Community Bank & Trust (Waco, Texas)
Texas
$353K -$20.3K -100 -5%
LAM
2741
LFS Asset Management
California
$352K -$1.22M -6,000 -75%
CIG
2742
Cairn Investment Group
Washington
$352K – – –
SWM
2743
Shelton Wealth Management
Texas
$352K – – –
JWM
2744
Jeppson Wealth Management
California
$352K +$15.7K +77 +4%
HP
2745
HT Partners
Connecticut
$349K -$70K -344 -15%
AO
2746
Allen Operations
New York
$349K – – –
NFG
2747
Nadler Financial Group
Illinois
$349K +$814 +4 +0.2%
CG
2748
Carmignac Gestion
France
$349K +$42.3K +208 +12%
FFWM
2749
Future Financial Wealth Management
Ohio
$348K +$2.04K +10 +0.6%
OBWG
2750
Onyx Bridge Wealth Group
New York
$347K +$58.2K +286 +17%
108 109
110
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