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Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
1651
Nabity-Jensen Investment Management
Nebraska
$404K – – –
PFA
1652
Providence Financial Advisors
Kansas
$402K +$54.1K +263 +17%
BEW
1653
Burton Enright Welch
California
$402K +$10.3K +50 +3%
ICP
1654
Interchange Capital Partners
Pennsylvania
$402K -$45K -219 -11%
SSW
1655
Stone Summit Wealth
Florida
$402K – – –
MPPW
1656
Mitchell & Pahl Private Wealth
Oklahoma
$401K – – –
PE
1657
PCM Encore
Colorado
$401K +$380K +1,848 New
BFF
1658
Byrne Financial Freedom
Massachusetts
$400K -$12.3K -60 -3%
EWA
1659
Etesian Wealth Advisors
Oregon
$400K – – –
PAS
1660
PKS Advisory Services
New York
$399K +$9.26K +45 +3%
MFPI
1661
Midwest Financial Partners Investments
Minnesota
$399K +$378K +1,837 New
RPGK
1662
Retirement Planning Group (Kansas)
Kansas
$399K +$20.8K +101 +6%
A
1663
Alongside
Texas
$398K +$377K +1,835 New
AIA
1664
Allied Investment Advisors
Montana
$398K -$10.3K -50 -3%
WJA
1665
Willis Johnson & Associates
Texas
$398K +$1.03K +5 +0.3%
RHP
1666
Royal Harbor Partners
Texas
$397K – – –
OC
1667
Optima Capital
Oregon
$397K +$823 +4 +0.2%
JWM
1668
JGP Wealth Management
Oregon
$397K -$10.3K -50 -3%
COCM
1669
Charter Oak Capital Management
New Hampshire
$396K +$2.67K +13 +0.7%
MA
1670
MJP Associates
Connecticut
$396K +$30.4K +148 +9%
PWM
1671
Palacios Wealth Management
Florida
$393K +$7.2K +35 +2%
CHC
1672
City Holding Co
West Virginia
$393K – – –
MBWA
1673
Marin Bay Wealth Advisors
California
$393K +$372K +1,810 New
KFS
1674
Keynote Financial Services
Connecticut
$390K +$53.1K +258 +17%
AA
1675
Auxano Advisors
Washington
$389K -$8.64K -42 -2%
65 66
67
68 69