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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
2501
Winthrop Advisory Group
Massachusetts
$272K +$11.6K +268 +4%
CA
2502
Cornerstone Advisory
Maryland
$272K -$32K -739 -11%
SPWG
2503
Syntegra Private Wealth Group
Missouri
$270K -$16.4K -378 -6%
RI
2504
Ridgewood Investments
New Jersey
$270K -$785K -18,132 -74%
GPW
2505
Genesis Private Wealth
Virginia
$270K +$346 +8 +0.1%
MWM
2506
Maridea Wealth Management
New York
$269K -$306K -7,056 -53%
CCA
2507
Clearwater Capital Advisors
Illinois
$269K -$63.7K -1,470 -19%
EE
2508
EWG Elevate
California
$269K +$29.7K +686 +12%
EPIMS
2509
Evelyn Partners Investment Management Services
$269K -$79K -1,824 -23%
MAA
2510
Mraz Amerine & Associates
California
$268K +$4.16K +96 +2%
OFG
2511
Oxford Financial Group
Indiana
$267K -$11K -255 -4%
FA
2512
FDx Advisors
Illinois
$266K -$9.14K -211 -3%
TA
2513
TruWealth Advisors
Louisiana
$266K +$37.2K +859 +16%
WIA
2514
Wealthedge Investment Advisors
New York
$265K +$6.06K +140 +2%
ACH
2515
ArrowMark Colorado Holdings
Colorado
$264K – – –
SA
2516
Stewardship Advisors
Pennsylvania
$263K -$19.8K -457 -7%
RFG
2517
RFP Financial Group
Georgia
$263K +$43 +1 +0%
MCCA
2518
Mill Creek Capital Advisors
Pennsylvania
$262K – – –
OIS
2519
OneAscent Investment Solutions
Alabama
$262K +$262K +6,053 New
FAM
2520
Flaharty Asset Management
Florida
$262K +$44.1K +1,018 +20%
BWA
2521
Bordeaux Wealth Advisors
California
$262K +$22.9K +529 +10%
CNBOF
2522
City National Bank of Florida
Florida
$262K +$32.4K +749 +14%
MPM
2523
MBB Public Markets
Illinois
$261K -$58.6K -1,353 -18%
OPWM
2524
Oxinas Partners Wealth Management
Indiana
$261K -$13.4K -310 -5%
DCBT
2525
Dakota Community Bank & Trust
North Dakota
$261K -$14.5K -334 -5%
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101
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