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Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
926
Litman Gregory Wealth Management
California
$203K -$17.9K -500 -9%
CIC
927
Cutler Investment Counsel
Oregon
$202K +$193K +5,370 New
AGA
928
Arkos Global Advisors
Texas
$202K +$193K +5,372 New
PFSC
929
Peoples Financial Services Corp
Pennsylvania
$202K -$1.9K -53 -1%
MCA
930
MSH Capital Advisors
Arizona
$200K -$17.9K -500 -9%
SG
931
StoneX Group
New York
$200K -$209K -5,823 -52%
BWP
932
Baldwin Wealth Partners
Massachusetts
$199K – – –
SRCM
933
Signature Resources Capital Management
California
$198K – – –
OC
934
Oakworth Capital
Alabama
$187K – – –
HBT
935
Hills Bank & Trust
Iowa
$186K – – –
CFB
936
Cullen/Frost Bankers
Texas
$182K -$243K -6,776 -58%
FFA
937
Farther Finance Advisors
California
$178K +$6.53K +182 +4%
FGAM
938
Financial Gravity Asset Management
Texas
$177K +$36 +1 +0%
CSB
939
City State Bank
Iowa
$176K +$11.2K +311 +7%
EDRH
940
Edmond de Rothschild Holding
Switzerland
$173K – – –
HGERS
941
Householder Group Estate & Retirement Specialist
Arizona
$167K +$502 +14 +0.3%
AA
942
Ancora Advisors
Ohio
$166K -$18.8K -523 -11%
SOS
943
Silver Oak Securities
Tennessee
$165K -$25.5K -712 -14%
AAG
944
Armstrong Advisory Group
Massachusetts
$162K – – –
TSWM
945
Tyler-Stone Wealth Management
Ohio
$161K +$4.02K +112 +3%
DJSG
946
D.J. St. Germain
Massachusetts
$159K -$25.5K -711 -14%
MA
947
Montag & Associates
Georgia
$159K +$35.9K +1,000 +31%
RA
948
Ransom Advisory
Rhode Island
$159K +$151K +4,222 New
RMC
949
Resources Management Corp
Connecticut
$156K +$8.61K +240 +6%
N
950
Natixis
France
$155K +$147K +4,111 New
36 37
38
39 40