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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1851
Deseret Mutual Benefit Administrators
Utah
$245K -$59.4K -286 -20%
AA
1852
Aire Advisors
California
$244K -$27.6K -133 -10%
BFO
1853
Biltmore Family Office
North Carolina
$244K -$2.91K -14 -1%
FCM
1854
Firestone Capital Management
Florida
$244K – – –
HWP
1855
Heritage Wealth Partners
Ohio
$244K +$240K +1,153 New
SAA
1856
Southeast Asset Advisors
Georgia
$243K -$4.15K -20 -2%
AA
1857
Addison Advisors
Vermont
$243K +$623 +3 +0.3%
IPW
1858
Impact Partnership Wealth
Georgia
$243K +$239K +1,151 New
CB
1859
Community Bank
New York
$243K -$31.2K -150 -12%
LWP
1860
LMG Wealth Partners
Louisiana
$242K – – –
VCAM
1861
Van Cleef Asset Management
Ohio
$242K +$238K +1,145 New
E
1862
ETFidea
New York
$241K – – –
PA
1863
Perennial Advisors
New York
$240K -$6.23K -30 -3%
AMBIA
1864
Allen Mooney & Barnes Investment Advisors
Georgia
$240K +$236K +1,135 New
FTC
1865
Farmers Trust Company
Ohio
$240K +$236K +1,135 New
MWM
1866
MinichMacGregor Wealth Management
New York
$240K -$3.53K -17 -1%
WP
1867
WealthShield Partners
North Carolina
$238K -$13.1K -63 -5%
GFA
1868
Gallagher Fiduciary Advisors
Illinois
$238K -$29.1K -140 -11%
JF
1869
JSF Financial
California
$238K -$11.4K -55 -5%
V
1870
VeraBank
Texas
$237K -$15.6K -75 -6%
EFG
1871
Ethos Financial Group
Pennsylvania
$237K – – –
CFFP
1872
Center for Financial Planning
Michigan
$237K – – –
MA
1873
MJP Associates
Connecticut
$236K +$831 +4 +0.4%
GWA
1874
GGM Wealth Advisors
Maryland
$236K +$224K +1,077 New
MSRI
1875
Michael S. Ryan Inc
New York
$235K +$232K +1,116 New
73 74
75
76 77