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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1776
IFC Advisors
California
$281K +$4.72K +25 +2%
WW
1777
Waterfront Wealth
Kansas
$281K -$4.72K -25 -2%
LFA
1778
Laraway Financial Advisors
Minnesota
$280K -$37.2K -197 -13%
SWP
1779
Strategic Wealth Partners
Ohio
$280K +$252K +1,335 New
CAM
1780
Cidel Asset Management
Ontario, Canada
$278K -$56.1K -297 -18%
OC
1781
Oakworth Capital
Alabama
$278K -$114K -605 -31%
HP
1782
Haven Private
Florida
$278K +$251K +1,328 New
CA
1783
Continuum Advisory
Idaho
$277K +$18.3K +97 +8%
SC
1784
Schulhoff & Co
Ohio
$277K – – –
SEM
1785
Strategic Equity Management
Arizona
$276K +$249K +1,318 New
AWG
1786
Altus Wealth Group
Colorado
$276K +$189 +1 +0.1%
AG
1787
Algert Global
California
$276K +$249K +1,317 New
FMB
1788
Field & Main Bank
Kentucky
$276K +$19.8K +105 +9%
LWP
1789
LeClair Wealth Partners
Ohio
$275K +$2.46K +13 +1%
LSC
1790
Lesa Sroufe & Co
Washington
$275K – – –
TWP
1791
Triad Wealth Partners
Kansas
$275K +$248K +1,311 New
TCM
1792
Telos Capital Management
California
$274K +$11.3K +60 +5%
QC
1793
Quent Capital
New York
$274K +$33.1K +175 +15%
FCB
1794
First County Bank
Connecticut
$272K +$246K +1,300 New
BRM
1795
Boston Research & Management
Massachusetts
$272K – – –
1CM
1796
1492 Capital Management
Wisconsin
$272K +$245K +1,297 New
AI
1797
Accredited Investors
Minnesota
$271K -$39.9K -211 -14%
SWA
1798
Sax Wealth Advisors
New Jersey
$271K -$19.5K -103 -7%
SIG
1799
Sargent Investment Group
Maryland
$271K +$228K +1,205 New
KLI
1800
Kelman-Lazarov Inc
Tennessee
$271K -$45.7K -242 -16%
70 71
72
73 74