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Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
3026
Charter Research & Investment Group
Connecticut
$860K – – –
CPC
3027
Consolidated Planning Corp
Georgia
$859K +$84.1K +243 +11%
YWS
3028
Yarger Wealth Strategies
Ohio
$858K -$41.5K -120 -5%
BTWM
3029
Brass Tax Wealth Management
Ohio
$858K +$11.1K +32 +1%
NA
3030
Navellier & Associates
Nevada
$857K – – –
CNTOF
3031
Canandaigua National Trust of Florida
New York
$857K -$316K -914 -27%
PWA
3032
Provenance Wealth Advisors
Florida
$857K – – –
SPW
3033
Sonoma Private Wealth
California
$857K +$4.15K +12 +0.5%
CWA
3034
Consilium Wealth Advisory
Texas
$856K +$27.3K +79 +3%
AWS
3035
Aspen Wealth Strategies
Colorado
$855K +$4.5K +13 +0.5%
CFD
3036
Creative Financial Designs
Indiana
$854K +$297K +859 +52%
LSA
3037
Lion Street Advisors
Texas
$852K +$154K +445 +12%
MEG
3038
Millstone Evans Group
Colorado
$850K – – –
LPAM
3039
Lodestar Private Asset Management
California
$848K -$36.3K -105 -4%
GWAG
3040
Garrett Wealth Advisory Group
Texas
$846K +$27.7K +80 +3%
BA
3041
Birinyi Associates
Connecticut
$845K +$95.2K +275 +13%
SNWA
3042
Siligmueller & Norvid Wealth Advisors
Illinois
$844K +$856K +2,473 New
SP
3043
SIH Partners
Delaware
$842K +$853K +2,466 New
OWM
3044
OneAscent Wealth Management
Alabama
$838K -$17.7K -51 -2%
TC
3045
TAGStone Capital
North Carolina
$837K +$1.38K +4 +0.2%
BWM
3046
BlackDiamond Wealth Management
New York
$836K +$19.4K +56 +2%
CAG
3047
Curtis Advisory Group
California
$836K – – –
LFA
3048
Laraway Financial Advisors
Minnesota
$836K – – –
CPWA
3049
Cerro Pacific Wealth Advisors
California
$836K -$79.9K -231 -9%
MWM
3050
Maripau Wealth Management
Indiana
$836K -$315K -911 -27%
120 121
122
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