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Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
2701
Luts & Greenleigh Group
Maryland
$474K +$5.12K +69 +1%
TIM
2702
Total Investment Management
Arizona
$474K -$5.12K -69 -1%
FOA
2703
Five Oceans Advisors
California
$474K +$2K +27 +0.4%
FI
2704
Financial Insights
Washington
$472K +$59.4K +800 +15%
BG
2705
Bollard Group
Massachusetts
$472K +$2.6K +35 +0.6%
TAP
2706
TSG Advice Partners
Ohio
$472K +$454K +6,124 New
HCM
2707
Hengehold Capital Management
Ohio
$471K +$15K +202 +3%
SAM
2708
Summit Asset Management
Tennessee
$471K – – –
TWM
2709
Topsail Wealth Management
North Carolina
$471K +$19.6K +264 +5%
APA
2710
Astoria Portfolio Advisors
New York
$471K -$173K -2,333 -28%
NRI
2711
NFP Retirement Inc
California
$469K +$2.67K +36 +0.6%
WP
2712
Waycross Partners
Kentucky
$468K – – –
LCA
2713
Legend Capital Advisors
New York
$468K +$450K +6,070 New
CCC
2714
Chesapeake Capital Corp
Florida
$466K +$15.4K +208 +4%
VCM
2715
Vivaldi Capital Management
Illinois
$466K +$4.01K +54 +0.9%
TWA
2716
Talisman Wealth Advisors
New Jersey
$466K -$23.5K -317 -5%
DCBT
2717
Dakota Community Bank & Trust
North Dakota
$465K +$6.97K +94 +2%
MCM
2718
Marathon Capital Management
Maryland
$464K -$92.5K -1,246 -17%
TWM
2719
TriaGen Wealth Management
California
$463K +$4.6K +62 +1%
AWM
2720
Adams Wealth Management
Utah
$462K -$37.2K -502 -8%
BCM
2721
Birmingham Capital Management
Alabama
$462K – – –
FNBOH
2722
First National Bank of Hutchinson
Kansas
$462K – – –
MRI
2723
Mad River Investors
Massachusetts
$462K – – –
SSWM
2724
Strait & Sound Wealth Management
California
$462K -$4.16K -56 -0.9%
PWP
2725
Pursue Wealth Partners
California
$461K – – –
107 108
109
110 111