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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
2701
Dividend Assets Capital
South Carolina
$487K +$235 +3 +0%
FA
2702
FSA Advisors
Michigan
$486K -$4.01M -51,251 -89%
FNBTCON
2703
First National Bank & Trust Co of Newtown
Pennsylvania
$486K -$41.3K -528 -8%
FBT
2704
First Bank & Trust
South Dakota
$485K -$73K -933 -13%
FSAG
2705
Financial Solutions Advisory Group
Illinois
$484K +$489K +6,241 New
FC
2706
Financial Council
Maryland
$484K – – –
FI
2707
Financial Insights
Washington
$483K +$7.2K +92 +2%
AWG
2708
Altus Wealth Group
Colorado
$482K +$22.7K +290 +5%
SFG
2709
SageGuard Financial Group
Tennessee
$481K +$548 +7 +0.1%
OFO
2710
OneAscent Family Office
Alabama
$480K -$16K -204 -3%
MCM
2711
Marathon Capital Management
Maryland
$480K +$12.9K +165 +3%
WAG
2712
Wallace Advisory Group
California
$479K -$25.9K -331 -5%
TIM
2713
Total Investment Management
Arizona
$479K +$1.02K +13 +0.2%
FOA
2714
Five Oceans Advisors
California
$478K +$470 +6 +0.1%
BG
2715
Bollard Group
Massachusetts
$478K +$2.58K +33 +0.5%
BFF
2716
Byrne Financial Freedom
Massachusetts
$477K -$5.25K -67 -1%
BEW
2717
Burton Enright Welch
California
$474K -$26.3K -336 -5%
WP
2718
Waycross Partners
Kentucky
$471K – – –
PWP
2719
Ponta Wealth Partners
Florida
$471K +$77.5K +990 +19%
VCM
2720
Vision Capital Management
Oregon
$471K -$20.4K -261 -4%
SFB
2721
STAR Financial Bank
Indiana
$471K -$14.7K -188 -3%
LCA
2722
Legend Capital Advisors
New York
$471K – – –
BEAM
2723
Baker Ellis Asset Management
Washington
$471K -$33.7K -431 -7%
MAM
2724
MMA Asset Management
Pennsylvania
$470K -$8.14K -104 -2%
TCM
2725
Traynor Capital Management
Pennsylvania
$470K -$7.67K -98 -2%
107 108
109
110 111