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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1776
CFM Wealth Partners
Texas
$765K +$24.4K +587 +4%
KSWWM
1777
Keyes Stange & Wooten Wealth Management
Florida
$763K +$12.2K +292 +2%
TSWM
1778
Tyler-Stone Wealth Management
Ohio
$763K +$23.3K +559 +3%
SMFG
1779
Sumitomo Mitsui Financial Group
Japan
$763K -$13.1K -314 -2%
MSWM
1780
McGlone Suttner Wealth Management
Wisconsin
$760K +$168K +4,039 +32%
OPW
1781
Osprey Private Wealth
New York
$758K +$6.25K +150 +0.9%
AC
1782
Apella Capital
Connecticut
$754K +$211K +5,066 +41%
OIM
1783
Oder Investment Management
California
$753K +$48.3K +1,161 +8%
KCAM
1784
Kagan Cocozza Asset Management
New Jersey
$753K +$21.8K +524 +3%
LBC
1785
Lowe Brockenbrough & Co
Virginia
$749K -$56.5K -1,357 -8%
SFC
1786
Sprinkle Financial Consultants
Colorado
$749K +$170K +4,077 +33%
FA
1787
Fiducient Advisors
Illinois
$748K +$686K +16,488 New
HP
1788
Holistic Planning
Texas
$748K +$67.8K +1,628 +11%
LAM
1789
L2 Asset Management
Massachusetts
$746K +$59.7K +1,435 +10%
SC
1790
Sapient Capital
Indiana
$745K -$791 -19 -0.1%
BONH
1791
Bank of New Hampshire
New Hampshire
$745K -$3.04K -73 -0.4%
AFW
1792
Avantra Family Wealth
Pennsylvania
$744K -$22.4K -538 -3%
LD
1793
Lipe & Dalton
New York
$743K – – –
LCGC
1794
Legacy Capital Group California
California
$743K -$7.12K -171 -1%
EFG
1795
Everhart Financial Group
Ohio
$742K -$104K -2,505 -13%
RA
1796
Ransom Advisory
Rhode Island
$741K -$20.8K -500 -3%
SC
1797
Steph & Co
Wisconsin
$741K -$37.4K -899 -5%
PFA
1798
Pure Financial Advisors
California
$740K +$229K +5,496 +51%
CFG
1799
Certior Financial Group
Pennsylvania
$740K +$2.54K +61 +0.4%
DG
1800
DMC Group
Alabama
$739K +$73.3K +1,760 +12%
70 71
72
73 74