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Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1276
Keystone Financial Planning
Ohio
$468K – – –
CIA
1277
Cladis Investment Advisory
Montana
$467K +$89 +1 +0%
LA
1278
Lifeworks Advisors
Michigan
$467K -$110K -1,227 -21%
BTI
1279
Blue Trust Inc
Georgia
$465K -$22.1K -248 -5%
TWM
1280
TRB Wealth Management
Texas
$464K +$47.3K +530 +13%
BCA
1281
Bay Colony Advisors
Massachusetts
$464K -$10K -112 -2%
FWTB
1282
First Western Trust Bank
Colorado
$461K -$21.7K -243 -5%
MAM
1283
MMA Asset Management
Pennsylvania
$459K -$6.07K -68 -2%
SP
1284
SmartHarvest Portfolios
Washington
$457K +$124K +1,390 +46%
TWIM
1285
TIAA Wealth Investment Management
New York
$457K -$35.1K -393 -8%
CIA
1286
Compass Ion Advisors
Pennsylvania
$456K +$31.4K +352 +9%
BW
1287
Basepoint Wealth
Iowa
$456K -$10.7K -120 -3%
5NPW
1288
55 North Private Wealth
Florida
$455K +$86.7K +971 +28%
PCG
1289
Prosperity Consulting Group
Maryland
$453K +$391K +4,382 New
PPW
1290
Parcion Private Wealth
Washington
$453K +$28.7K +321 +8%
DP
1291
Denver PWM
Colorado
$452K – – –
SFG
1292
Southern Financial Group
Alabama
$452K +$2.59K +29 +0.7%
CB
1293
Community Bank
New York
$451K +$67.9K +761 +21%
ML
1294
McAdam LLC
Pennsylvania
$450K +$49.5K +555 +15%
AGP
1295
Aspire Growth Partners
Florida
$448K -$29.7K -333 -7%
GHA
1296
GW Henssler & Associates
Georgia
$448K +$625 +7 +0.2%
WFAG
1297
Wescott Financial Advisory Group
Pennsylvania
$446K +$1.16K +13 +0.3%
DE
1298
Diversified Enterprises
Delaware
$446K -$10.2K -114 -3%
WAG
1299
Winthrop Advisory Group
Massachusetts
$446K +$18.6K +208 +5%
NSIM
1300
North Star Investment Management
Illinois
$445K +$982 +11 +0.3%
50 51
52
53 54