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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
2426
Bernardo Wealth Planning
Pennsylvania
$346K +$8.33K +39 +2%
MCA
2427
McGuire Capital Advisors
Oklahoma
$344K +$193K +902 +114%
IA
2428
IMZ Advisory
Florida
$344K – – –
AWG
2429
Altus Wealth Group
Colorado
$343K +$28.4K +133 +9%
BBES
2430
Buffalo Business & Estate Services
New York
$343K -$22K -103 -6%
SFG
2431
Sunburst Financial Group
Alabama
$343K +$139K +653 +63%
DA
2432
Detalus Advisors
Missouri
$342K -$5.34K -25 -1%
AFG
2433
ABLE Financial Group
Arizona
$342K +$3.63K +17 +1%
II
2434
Impact Investors
California
$342K +$21.1K +99 +6%
CF
2435
Clarity Financial
Texas
$342K -$377K -1,764 -51%
WAOI
2436
Wealth Advisors of Iowa
Iowa
$341K +$21.4K +100 +6%
WP
2437
Wealthspan Partners
Iowa
$341K +$23.5K +110 +7%
MFG
2438
Magnus Financial Group
New York
$341K +$55.9K +262 +19%
BTD
2439
BankPlus Trust Department
Mississippi
$340K +$302K +1,414 +548%
SAM
2440
Sequent Asset Management
Texas
$340K – – –
DMBA
2441
Deseret Mutual Benefit Administrators
Utah
$339K +$140K +658 +65%
AI
2442
Accredited Investors
Minnesota
$339K +$38.2K +179 +12%
AFG
2443
Artesa Financial Group
Texas
$339K – – –
AFPL
2444
Advus Financial Partners, LLC
Florida
$338K +$18.4K +86 +5%
MBWA
2445
Marin Bay Wealth Advisors
California
$338K +$51.5K +241 +17%
CWP
2446
Curated Wealth Partners
California
$337K +$354K +1,659 New
MLIC
2447
Mandatum Life Insurance Company
Finland
$337K – – –
SMF
2448
Sterling Manor Financial
New York
$337K – – –
SW
2449
SlateStone Wealth
Florida
$337K -$31.6K -148 -8%
CAL
2450
Capital Advisors Ltd
Ohio
$337K -$4.7K -22 -1%
96 97
98
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