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Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
2726
Keystone Wealth Services
California
$889K -$46.3K -169 -5%
CWP
2727
Curated Wealth Partners
California
$889K +$928K +3,387 New
BFWA
2728
Benchmark Financial Wealth Advisors
Florida
$887K -$31.8K -116 -3%
AFGAS
2729
Allegiance Financial Group Advisory Services
Virginia
$885K -$92.4K -337 -9%
HWM
2730
Howard Wealth Management
Connecticut
$883K -$16.2K -59 -2%
WI
2731
WBI Investments
New Jersey
$882K +$921K +3,362 New
FZCM
2732
Flynn Zito Capital Management
New York
$881K +$9.59K +35 +1%
CWS
2733
Cypress Wealth Services
California
$880K +$49.1K +179 +6%
CPA
2734
Cardiff Park Advisors
California
$880K +$6.03K +22 +0.7%
MC
2735
Maren Capital
Illinois
$880K – – –
CFO
2736
Callan Family Office
Pennsylvania
$880K +$241K +878 +36%
RWS
2737
Resolute Wealth Strategies
Mississippi
$878K +$548 +2 +0.1%
FCG
2738
Fielder Capital Group
Tennessee
$873K -$1.65K -6 -0.2%
PFG
2739
PAX Financial Group
Texas
$872K +$42.5K +155 +5%
AA
2740
Axiom Advisory
California
$871K +$871K +3,178 New
ESBC
2741
E.S. Barr & Co
Kentucky
$870K -$1.1K -4 -0.1%
MCM
2742
Mendel Capital Management
Arkansas
$869K -$18.6K -68 -2%
NLP
2743
Next Level Private
New York
$867K +$13.7K +50 +2%
CFM
2744
Catalyst Funds Management
Australia
$866K -$740K -2,700 -45%
SI
2745
Seeds Investor
New York
$864K -$57.6K -210 -6%
CD
2746
Chapin Davis
Maryland
$861K +$274 +1 +0%
MIM
2747
MTM Investment Management
South Carolina
$860K +$4.66K +17 +0.5%
BWM
2748
Baron Wealth Management
Michigan
$860K -$20.6K -75 -2%
AFG
2749
ABLE Financial Group
Arizona
$858K -$69.3K -253 -7%
BWA
2750
Blodgett Wealth Advisors
California
$857K -$144K -525 -14%
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