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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
951
IFG Advisory
Georgia
$112K +$146K +1,169 New
BG
952
Bollard Group
Massachusetts
$112K – – –
FP
953
Financial Perspectives
Minnesota
$109K – – –
HNB
954
Huntington National Bank
Ohio
$109K +$11.9K +95 +9%
HWA
955
HHM Wealth Advisors
Tennessee
$101K – – –
WB
956
Webster Bank
Connecticut
$98.2K – – –
ZBNA
957
Zions Bancorporation, National Association
Utah
$96K -$204K -1,630 -62%
KFI
958
Key Financial Inc
Pennsylvania
$93.9K +$62.6K +500 +105%
GFL
959
Granite FO LLC
New Hampshire
$93.7K – – –
PAG
960
Paladin Advisory Group
Iowa
$91.7K – – –
VSQM
961
V-Square Quantitative Management
Illinois
$86.8K +$3.88K +31 +4%
EP
962
Elkhorn Partners
Nebraska
$86.4K +$75.2K +600 +200%
CFM
963
Compass Financial Management
Florida
$85.7K +$104K +828 New
SG
964
Sankala Group
Colorado
$83.2K +$8.89K +71 +12%
SWA
965
SOA Wealth Advisors
New York
$83.2K +$1.82M +14,495 +27%
T
966
Tidemark
California
$82.4K – – –
NWMP
967
Noble Wealth Management PBC
Colorado
$81.6K -$31.3K -250 -23%
GAM
968
Guinness Asset Management
United Kingdom
$78.7K – – –
PAP
969
Persistent Asset Partners
Hong Kong
$77.5K +$101K +807 New
EP
970
Evelyn Partners
$77.1K +$101K +803 New
SGF
971
S&G Foundation
Wyoming
$76.8K – – –
BSC
972
Brown Shipley & Co
United Kingdom
$72.2K +$28.2K +225 +43%
APW
973
Atlantic Private Wealth
North Carolina
$72K – – –
APFP
974
Action Point Financial Planning
Michigan
$71.5K +$82.2K +656 New
AUB
975
Atlantic Union Bankshares
Virginia
$70.1K -$3.38K -27 -4%
37 38
39
40 41