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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2726
Berkeley Inc
Idaho
$362K +$20K +325 +7%
NF
2727
Nvest Financial
New Hampshire
$361K +$553 +9 +0.2%
MWM
2728
Mattern Wealth Management
Kansas
$361K -$24.2K -394 -7%
CF
2729
Convergence Financial
Missouri
$361K +$3.13K +51 +1%
LWM
2730
Lakeridge Wealth Management
Ohio
$361K +$3.32K +54 +1%
PFWA
2731
Paces Ferry Wealth Advisors
Georgia
$361K -$54.9K -893 -15%
PHIC
2732
Pine Haven Investment Counsel
Massachusetts
$360K -$9.71K -158 -3%
MFP
2733
Meridian Financial Partners
Virginia
$360K – – –
PW
2734
PUREfi Wealth
Massachusetts
$360K +$77.6K +1,263 +32%
IA
2735
Insight Advisors
Pennsylvania
$360K +$860 +14 +0.3%
HBT
2736
Heartland Bank & Trust
Illinois
$359K +$32K +520 +11%
FG
2737
Foster Group
Iowa
$359K -$91K -1,481 -22%
SWM
2738
Sentinel Wealth Management
Virginia
$358K +$317K +5,165 New
LBC
2739
Leigh Baldwin & Co
New York
$358K +$67.3K +1,095 +27%
PAG
2740
Powers Advisory Group
Illinois
$358K +$3.07K +50 +1%
MWA
2741
Martel Wealth Advisors
Washington
$358K – – –
GWI
2742
Grace & White Inc
New York
$357K – – –
BBPWM
2743
Blue Bell Private Wealth Management
Pennsylvania
$356K +$139K +2,255 +78%
HCA
2744
Harbour Capital Advisors
Virginia
$356K – – –
OFO
2745
OneAscent Family Office
Alabama
$356K +$39.5K +642 +14%
RFG
2746
RFP Financial Group
Georgia
$356K – – –
SCM
2747
Spreng Capital Management
Ohio
$354K – – –
KWMG
2748
King Wealth Management Group
Florida
$354K -$11.6K -188 -4%
HWM
2749
Hemington Wealth Management
Virginia
$354K +$18.6K +302 +6%
WMP
2750
Wealth Management Partners
Arizona
$352K -$24.5K -399 -7%
108 109
110
111 112