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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
2626
Sentinel Trust
Texas
$460K +$30.1K +340 +7%
IWA
2627
Intercontinental Wealth Advisors
Texas
$459K -$172K -1,940 -30%
LI
2628
LVZ Inc
Michigan
$458K +$10.6K +120 +2%
CCG
2629
Chatham Capital Group
Georgia
$456K – – –
RPGK
2630
Retirement Planning Group (Kansas)
Kansas
$456K +$31.9K +360 +8%
BZWA
2631
Blue Zone Wealth Advisors
California
$456K +$437K +4,940 New
CCA
2632
Conservest Capital Advisors
Pennsylvania
$455K – – –
GIA
2633
GHP Investment Advisors
Colorado
$453K -$5.31K -60 -1%
DC
2634
Defender Capital
North Carolina
$453K +$1.77K +20 +0.4%
PG
2635
Patten Group
Tennessee
$451K +$122K +1,380 +39%
AWM
2636
Aberdeen Wealth Management
Illinois
$451K +$432K +4,880 New
FNT
2637
First Nebraska Trust
Nebraska
$451K – – –
HWA
2638
Heartwood Wealth Advisors
Virginia
$449K +$430K +4,860 New
RWM
2639
RBA Wealth Management
California
$448K – – –
CMO
2640
Covenant Multifamily Offices
Texas
$447K -$23K -260 -5%
CAM
2641
Claret Asset Management
Quebec, Canada
$443K -$30.1K -340 -7%
RB
2642
Rodgers Brothers
Pennsylvania
$443K – – –
HAIM
2643
Hunter Associates Investment Management
Pennsylvania
$443K +$17.7K +200 +4%
WIA
2644
Westbourne Investment Advisors
Maryland
$442K -$7.08K -80 -2%
PP
2645
PrairieView Partners
Minnesota
$440K +$40.7K +460 +11%
HA
2646
HC Advisors
Georgia
$440K +$421K +4,760 New
WPC
2647
Waters Parkerson & Co
Louisiana
$436K -$70.8K -800 -14%
TAM
2648
Tradition Asset Management
Virginia
$436K +$24.8K +280 +6%
TF
2649
TRH Financial
Iowa
$435K +$404K +4,560 New
WC
2650
Weil Company
California
$432K +$40.7K +460 +11%
104 105
106
107 108