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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1051
Sound Financial Strategies Group
Mississippi
$661K -$9.84K -40 -2%
BBA
1052
Baader Bank Aktiengesellschaft
Germany
$661K – – –
BEI
1053
Benjamin Edwards Inc
Missouri
$659K +$146K +595 +31%
SWM
1054
Spire Wealth Management
Virginia
$657K +$7.13K +29 +1%
FMWA
1055
Forvis Mazars Wealth Advisors
Missouri
$656K +$17.2K +70 +3%
GIA
1056
Gladstone Institutional Advisory
Florida
$654K -$1.68M -6,836 -73%
FFA
1057
Farther Finance Advisors
California
$654K +$126K +513 +25%
ZB
1058
Zions Bancorporation
Utah
$654K +$1.72K +7 +0.3%
AFG
1059
Atomi Financial Group
New York
$651K +$72.3K +294 +13%
LFA
1060
Legacy Financial Advisors
Kentucky
$646K +$3.93K +16 +0.6%
MYIA
1061
Mount Yale Investment Advisors
Colorado
$645K -$249K -1,011 -29%
FNBT
1062
FineMark National Bank & Trust
Florida
$631K -$54.3K -221 -8%
BB
1063
Burford Brothers
Texas
$630K +$12.3K +50 +2%
BCM
1064
BluePath Capital Management
Georgia
$630K +$52.1K +212 +10%
JIC
1065
Joel Isaacson & Co
New York
$628K – – –
RWM
1066
Revisor Wealth Management
Ohio
$627K +$354K +1,438 +125%
KFS
1067
Kurt F. Somerville
$622K – – –
SWP
1068
Strategic Wealth Partners
Ohio
$621K -$6.88K -28 -1%
SIM
1069
Sentry Investment Management
Wisconsin
$619K +$60K +244 +11%
VC
1070
Vicus Capital
Pennsylvania
$616K +$214K +870 +58%
GA
1071
Goldstein Advisors
Wisconsin
$612K -$10.8K -44 -2%
MIC
1072
Means Investment Company
Maine
$609K +$248K +1,007 +75%
FWA
1073
FSM Wealth Advisors
Ohio
$608K -$2.46K -10 -0.4%
PP
1074
PDS Planning
Ohio
$605K +$12.5K +51 +2%
PL
1075
Plancorp LLC
Missouri
$605K +$56.8K +231 +11%
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