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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2576
Sandbox Financial Partners
Maryland
$430K +$429K +6,288 New
IAG
2577
Investment Advisory Group
Massachusetts
$430K +$68 +1 +0%
OFW
2578
Omnia Family Wealth
Florida
$429K +$16.5K +242 +4%
SN
2579
Sittner & Nelson
Oregon
$429K +$68 +1 +0%
CTI
2580
Community Trust & Investment
Kentucky
$429K – – –
MCM
2581
Mengis Capital Management
Oregon
$429K -$2.73K -40 -0.6%
RWM
2582
Riverbend Wealth Management
South Carolina
$428K -$4.09K -60 -0.9%
ITIM
2583
Indiana Trust & Investment Management
Indiana
$428K – – –
NLP
2584
Next Level Private
New York
$427K +$8.32K +122 +2%
TIM
2585
Total Investment Management
Arizona
$426K -$11.4K -167 -3%
RFW
2586
Rainier Family Wealth
Washington
$426K +$31.4K +460 +8%
VCM
2587
Virtue Capital Management
Tennessee
$426K -$143K -2,093 -32%
KCIC
2588
Kuhn & Co Investment Counsel
Illinois
$426K -$64.8K -950 -13%
KFG
2589
Kingdom Financial Group
Arizona
$425K +$424K +6,213 New
LMKC
2590
L.M. Kohn & Company
Ohio
$424K -$462K -6,780 -52%
AWG
2591
Altus Wealth Group
Colorado
$423K +$886 +13 +0.2%
FM
2592
Family Management
New York
$422K +$175K +2,572 +72%
PFG
2593
Prosperity Financial Group
California
$422K +$136 +2 +0%
BBPWM
2594
Blue Bell Private Wealth Management
Pennsylvania
$421K +$69.8K +1,024 +20%
FFA
2595
Fi3 Financial Advisors
Indiana
$421K -$15.7K -231 -4%
SCI
2596
Silver Coast Investments
United States
$421K -$2.45K -36 -0.6%
FOA
2597
Five Oceans Advisors
California
$420K -$31.4K -460 -7%
CIC
2598
Cutler Investment Counsel
Oregon
$419K +$1.5K +22 +0.4%
SAM
2599
Summit Asset Management
Tennessee
$418K +$409 +6 +0.1%
GWP
2600
Gateway Wealth Partners
Wisconsin
$417K -$56.8K -834 -12%
102 103
104
105 106