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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1751
Coastline Trust
Rhode Island
$877K – – –
WFP
1752
Worthington Financial Partners
Ohio
$875K +$918K +4,088 New
TNA
1753
True North Advisors
Texas
$873K -$3.37K -15 -0.4%
FFG
1754
Fiduciary Financial Group
California
$872K -$101K -448 -10%
1W
1755
1776 Wealth
Georgia
$871K -$26.3K -117 -3%
SWA
1756
SOA Wealth Advisors
New York
$870K +$6.74K +30 +0.7%
DWG
1757
Darden Wealth Group
Michigan
$868K -$48.3K -215 -5%
WMA
1758
West Michigan Advisors
Michigan
$867K +$325K +1,445 +56%
DWAM
1759
Duncan Williams Asset Management
Tennessee
$866K -$20.2K -90 -2%
OC
1760
Oarsman Capital
Wisconsin
$864K +$13.7K +61 +2%
FHC
1761
First Heartland Consultants
Missouri
$860K +$32.6K +145 +4%
SFCL
1762
Strengthening Families & Communities LLC
Massachusetts
$857K -$33.7K -150 -4%
DI
1763
DDFG Inc
California
$857K – – –
HA
1764
Harbor Advisors
Florida
$857K – – –
PCM
1765
Pavaki Capital Management
Colorado
$857K +$898K +4,000 New
RWM
1766
Redstone Wealth Management
Oklahoma
$857K +$898K +4,000 New
BIA
1767
Bigelow Investment Advisors
Maine
$856K -$6.06K -27 -0.7%
CA
1768
Cache Advisors
California
$854K +$555K +2,470 +163%
EI
1769
Ellevest Inc
New York
$849K +$49K +218 +6%
AWM
1770
Avaii Wealth Management
Wisconsin
$849K -$226K -1,007 -20%
WI
1771
WrapManager Inc
California
$848K -$164K -731 -16%
IC
1772
Inscription Capital
Texas
$848K +$288K +1,281 +48%
PNFS
1773
PW Nova Financial Services
Pennsylvania
$844K +$848K +3,776 New
OC
1774
Optima Capital
Oregon
$844K -$2.02K -9 -0.2%
HPC
1775
HM Payson & Co
Maine
$842K -$165K -733 -16%
69 70
71
72 73