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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1226
Foundation Resource Management
Arkansas
$725K – – –
GIM
1227
Goelzer Investment Management
Indiana
$723K -$74.7K -229 -10%
CFFP
1228
Center for Financial Planning
Michigan
$723K -$43.7K -134 -6%
SAW
1229
Signal Advisors Wealth
Michigan
$721K -$275K -844 -29%
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$720K +$170K +522 +33%
GWM
1231
Graybill Wealth Management
Illinois
$719K – – –
FFM
1232
Forum Financial Management
Illinois
$717K -$11.4K -35 -2%
KFS
1233
Kurt F. Somerville
$716K – – –
FCA
1234
FLC Capital Advisors
California
$712K -$72.1K -221 -10%
SFS
1235
Strategic Financial Services
New York
$711K – – –
NPT
1236
National Philanthropic Trust
Pennsylvania
$711K +$93.3K +286 +16%
CPA
1237
Cardiff Park Advisors
California
$711K +$1.96K +6 +0.3%
CA
1238
Continuum Advisory
Idaho
$711K +$79.3K +243 +13%
RIA
1239
Regal Investment Advisors
Michigan
$710K +$31K +95 +5%
LSWP
1240
Liberty Square Wealth Partners
Pennsylvania
$708K – – –
TCWM
1241
Total Clarity Wealth Management
Illinois
$707K -$746K -2,288 -52%
SVWAG
1242
Sound View Wealth Advisors Group
Georgia
$705K +$15.7K +48 +2%
AWE
1243
Avidian Wealth Enterprises
Texas
$704K +$68.2K +209 +11%
AT
1244
American Trust
Kentucky
$704K -$72.7K -223 -10%
MB
1245
MidFirst Bank
Oklahoma
$700K +$41.1K +126 +7%
SC
1246
Sawyer & Company
Massachusetts
$700K +$7.18K +22 +1%
BI
1247
Bolthouse Investments
California
$699K – – –
CTC
1248
Cetera Trust Company
Minnesota
$699K – – –
LAM
1249
L2 Asset Management
Massachusetts
$697K +$10.8K +33 +2%
BWM
1250
Baron Wealth Management
Michigan
$697K +$652 +2 +0.1%
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50
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