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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1551
MFA Wealth Advisors
Pennsylvania
$457K +$412K +5,792 New
PCM
1552
Perkins Capital Management
Minnesota
$457K +$35.6K +500 +9%
SFP
1553
Shepherd Financial Partners
Massachusetts
$456K +$1.21K +17 +0.3%
FWTB
1554
First Western Trust Bank
Colorado
$455K +$410K +5,767 New
WDA
1555
Wendell David Associates
New Hampshire
$455K -$178K -2,500 -30%
TFG
1556
Taylor Financial Group
Virginia
$454K +$409K +5,750 New
SOS
1557
Silver Oak Securities
Tennessee
$453K +$244K +3,427 +149%
CCWM
1558
Cassaday & Co Wealth Management
Virginia
$453K -$31.5K -442 -7%
MFG
1559
Midwest Financial Group
Kansas
$452K -$64.4K -905 -14%
LPT
1560
Legacy Private Trust
Wisconsin
$451K -$25.7K -361 -6%
AA
1561
AlphaQ Advisors
Florida
$450K +$128K +1,797 +46%
PFBT
1562
Parkside Financial Bank & Trust
Missouri
$449K -$6.83K -96 -2%
WIA
1563
Westbourne Investment Advisors
Maryland
$448K -$61.6K -865 -13%
SMH
1564
Sanders Morris Harris
Texas
$447K -$16.2K -227 -4%
NIWA
1565
New Insight Wealth Advisors
California
$447K +$403K +5,666 New
AOI
1566
Auto-Owners Insurance
Michigan
$447K – – –
BOPW
1567
Brandywine Oak Private Wealth
Pennsylvania
$446K -$57.5K -808 -13%
CFO
1568
CVA Family Office
Colorado
$446K +$31.2K +439 +8%
VHAM
1569
Van Hulzen Asset Management
California
$444K -$4.98K -70 -1%
VC
1570
Vicus Capital
Pennsylvania
$443K -$54.9K -772 -12%
LGG
1571
Luts & Greenleigh Group
Maryland
$441K +$398K +5,590 New
MA
1572
MKT Advisors
California
$441K -$4.27K -60 -1%
EFH
1573
Eaton Financial Holdings
Florida
$441K -$246K -3,452 -38%
WJWM
1574
Williams Jones Wealth Management
New York
$440K -$75.8K -1,065 -16%
OC
1575
Oakworth Capital
Alabama
$438K +$110K +1,540 +38%
61 62
63
64 65