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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
NPT
1301
National Philanthropic Trust
Pennsylvania
$587K – – –
OWP
1302
ORG Wealth Partners
Texas
$585K +$288K +897 +100%
MFA
1303
Mayflower Financial Advisors
Massachusetts
$585K -$22.8K -71 -4%
IPAM
1304
Investment Partners Asset Management
New Jersey
$585K +$134K +419 +30%
OC
1305
Oakworth Capital
Alabama
$579K – – –
FCB
1306
First County Bank
Connecticut
$578K +$1.93K +6 +0.3%
FIA
1307
Foundations Investment Advisors
Arizona
$578K +$62.6K +195 +12%
MHC
1308
May Hill Capital
Massachusetts
$577K +$116K +361 +26%
HFS
1309
Hantz Financial Services
Michigan
$577K +$335K +1,044 +144%
SWP
1310
Strategic Wealth Partners
Ohio
$577K -$35.9K -112 -6%
LAI
1311
Legal Advantage Investments
California
$570K – – –
WWMP
1312
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$570K +$561K +1,750 New
CCM
1313
Coerente Capital Management
Ontario, Canada
$570K – – –
WFI
1314
West Family Investments
California
$570K -$218K -678 -28%
EW
1315
Expressive Wealth
Illinois
$568K +$567K +1,766 New
GIA
1316
Gladstone Institutional Advisory
Florida
$568K -$58.4K -182 -9%
CFA
1317
Collaborative Fund Advisors
Nevada
$566K +$557K +1,736 New
IFG
1318
Independent Financial Group
California
$566K -$15.4K -48 -3%
BB
1319
Bell Bank
North Dakota
$565K -$111K -347 -17%
SW
1320
StrongBox Wealth
Missouri
$564K +$26.3K +82 +5%
SAM
1321
Sagewood Asset Management
New York
$559K +$67.7K +211 +14%
AWA
1322
Argos Wealth Advisors
California
$559K -$26.9K -84 -5%
TCM
1323
Tributary Capital Management
Nebraska
$556K -$9.63K -30 -2%
TFP
1324
Tilia Fiduciary Partners
North Carolina
$555K -$5.78K -18 -1%
RW
1325
Rede Wealth
Virginia
$555K – – –
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