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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1426
Saxony Capital Management
Missouri
$497K +$500K +4,278 New
HBT
1427
Hills Bank & Trust
Iowa
$496K -$11.6K -99 -2%
FFO
1428
Fiduciary Family Office
Florida
$496K +$500K +4,272 New
ADL
1429
Asset Dedication LLC
California
$494K +$2.69K +23 +0.5%
LW
1430
Linscomb Wealth
Texas
$494K -$11.2K -96 -2%
PIA
1431
Perennial Investment Advisors
California
$493K +$1.87K +16 +0.4%
GCM
1432
Gallacher Capital Management
Colorado
$493K +$208K +1,778 +72%
CWM
1433
Concentric Wealth Management
California
$492K -$7.6K -65 -2%
DJSG
1434
D.J. St. Germain
Massachusetts
$491K -$8.19K -70 -2%
AG
1435
Advocate Group
Minnesota
$490K -$819 -7 -0.2%
HCP
1436
Hexagon Capital Partners
Arkansas
$490K -$53.8K -460 -10%
HCM
1437
Hollencrest Capital Management
California
$489K – – –
PGWM
1438
Parisi Gray Wealth Management
New Jersey
$488K +$244K +2,083 +98%
CFP
1439
Catalyst Financial Partners
Massachusetts
$488K +$31.5K +269 +7%
VCP
1440
Verus Capital Partners
Arizona
$488K +$11.8K +101 +2%
TF
1441
Tompkins Financial
New York
$486K -$2.22K -19 -0.5%
CPIG
1442
Chicago Partners Investment Group
Illinois
$486K -$46.8K -400 -8%
GFS
1443
GYL Financial Synergies
Connecticut
$485K -$9.94K -85 -2%
SWM
1444
Stockman Wealth Management
Montana
$484K -$192K -1,643 -28%
BCB
1445
Brian C. Broderick
$484K +$23.4K +200 +5%
OWM
1446
OneAscent Wealth Management
Alabama
$483K +$12.1K +103 +3%
WDA
1447
Wendell David Associates
New Hampshire
$482K – – –
CCM
1448
Canal Capital Management
Virginia
$481K -$2.57K -22 -0.5%
EWA
1449
Emergent Wealth Advisors
New York
$481K +$484K +4,140 New
BWAM
1450
Boyd Watterson Asset Management
Ohio
$480K -$1.17K -10 -0.2%
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