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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
1376
Quotient Wealth Partners
Texas
$692K +$623K +8,759 New
KAS
1377
KPP Advisory Services
Kentucky
$689K -$33.5K -471 -5%
PM
1378
Penbrook Management
New York
$687K +$3.56K +50 +0.6%
NHT
1379
New Hampshire Trust
New Hampshire
$686K -$45.9K -645 -7%
SGI
1380
Summit Global Investments
Utah
$686K -$190K -2,676 -24%
OWA
1381
Outlook Wealth Advisors
Texas
$684K -$139K -1,947 -18%
PMA
1382
Prudent Man Advisors
Illinois
$683K -$35.4K -497 -5%
BL
1383
Balentine LLC
Georgia
$666K +$40.7K +572 +7%
NP
1384
Nilsine Partners
Colorado
$665K -$1.42K -20 -0.2%
MC
1385
Matisse Capital
Oregon
$663K – – –
STA
1386
Summit Trail Advisors
New York
$662K -$9.04K -127 -1%
LW
1387
Lauer Wealth
Indiana
$659K -$312K -4,383 -33%
VCG
1388
Vantage Consulting Group
Virginia
$656K -$118K -1,656 -17%
GPA
1389
Garrison Point Advisors
California
$655K -$7.12K -100 -1%
GFP
1390
Gryphon Financial Partners
Ohio
$654K +$189K +2,653 +48%
AP
1391
Appleton Partners
Massachusetts
$650K -$137K -1,919 -19%
BW
1392
Basepoint Wealth
Iowa
$647K -$26K -365 -4%
CA
1393
Claro Advisors
Massachusetts
$645K -$6.33K -89 -1%
MMPW
1394
Mitchell McLeod Pugh & Williams
Alabama
$645K -$1.07K -15 -0.2%
PCA
1395
Pallas Capital Advisors
Massachusetts
$640K -$42.1K -591 -7%
V
1396
VeraBank
Texas
$639K -$7.12K -100 -1%
MG
1397
Mather Group
Illinois
$638K +$155K +2,181 +37%
RT
1398
Rockland Trust
Massachusetts
$638K -$81.7K -1,148 -12%
BWA
1399
Blodgett Wealth Advisors
California
$635K -$367K -5,152 -39%
AWM
1400
Avior Wealth Management
Nebraska
$635K +$23.6K +332 +4%
54 55
56
57 58