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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1601
Clarus Wealth Advisors
Arizona
$252K -$36.2K -351 -11%
NAS
1602
Nicolet Advisory Services
Wisconsin
$252K -$5.05K -49 -2%
BFM
1603
Boston Financial Management
Massachusetts
$252K +$3.09K +30 +1%
WPC
1604
Waters Parkerson & Co
Louisiana
$251K – – –
T
1605
TNF
Montana
$251K +$9.99K +97 +4%
MAG
1606
Mayfair Advisory Group
Alabama
$251K +$17K +165 +7%
RWB
1607
RMR Wealth Builders
New Jersey
$250K +$14.5K +141 +5%
MSFS
1608
Main Street Financial Solutions
Pennsylvania
$249K -$14.5K -141 -5%
KWM
1609
Kolinsky Wealth Management
New Jersey
$249K -$5.77K -56 -2%
SHFA
1610
SS&H Financial Advisors
Michigan
$249K -$3.81K -37 -1%
WP
1611
WMS Partners
Maryland
$249K -$2.06K -20 -0.7%
PCA
1612
Pallas Capital Advisors
Massachusetts
$249K -$618 -6 -0.2%
BC
1613
Bridgefront Capital
Texas
$249K +$16.3K +158 +6%
AC
1614
Apella Capital
Connecticut
$249K +$42.7K +414 +18%
FA
1615
Fortis Advisors
Pennsylvania
$249K +$286K +2,775 New
MCA
1616
Millennium Capital Advisors
Arkansas
$249K -$4.95K -48 -2%
MCAI
1617
Members Capital Advisors Inc
Wisconsin
$248K -$2.97M -28,815 -91%
WA
1618
WP Advisors
California
$248K +$1.13K +11 +0.4%
ATC
1619
Adirondack Trust Company
New York
$247K -$5.15K -50 -2%
DIM
1620
Delta Investment Management
California
$247K – – –
WDG
1621
Wealth Dimensions Group
Ohio
$247K +$17.9K +174 +7%
CAC
1622
Certified Advisory Corp
Florida
$246K -$13.7K -133 -5%
LCM
1623
Liberty Capital Management
Michigan
$246K -$5.15K -50 -2%
CWA
1624
Clearview Wealth Advisors
Oregon
$246K -$824 -8 -0.3%
MAM
1625
Mystic Asset Management
Rhode Island
$246K +$2.58K +25 +0.9%
63 64
65
66 67