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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1801
Beacon Investment Advisory Services
New Jersey
$85.3K – – –
CAL
1802
Capital Advisors Ltd
Ohio
$85K – – –
PWA
1803
Physician Wealth Advisors
Utah
$84.7K +$13.2K +148 +22%
LAM
1804
Lummis Asset Management
Texas
$84.2K – – –
RG
1805
RHL Group
Michigan
$83.1K – – –
B
1806
Bayban
Minnesota
$82.9K – – –
MAS
1807
MPWM Advisory Solutions
Georgia
$82.9K +$9.02K +101 +14%
BCM
1808
Birch Capital Management
Texas
$81.6K – – –
NECFA
1809
New England Capital Financial Advisors
Connecticut
$81.5K -$8.66K -97 -11%
TCM
1810
Triumph Capital Management
Colorado
$80.3K +$5.27K +59 +8%
WBC
1811
West Branch Capital
Massachusetts
$78.2K +$14.8K +166 +28%
AFC
1812
Ares Financial Consulting
California
$77.8K +$3.21K +36 +5%
PSB
1813
Piscataqua Savings Bank
New Hampshire
$76.8K -$8.03K -90 -11%
WA
1814
Westfuller Advisors
New York
$76.6K +$45.1K +505 +215%
CT
1815
Clearstead Trust
Maine
$75.9K – – –
TC
1816
Trust Company
Kansas
$74.1K – – –
FP
1817
Financial Perspectives
Minnesota
$73.2K – – –
APFP
1818
Action Point Financial Planning
Michigan
$72.4K +$63K +706 New
HWA
1819
HHM Wealth Advisors
Tennessee
$71.9K -$22.9K -257 -27%
ITIM
1820
Indiana Trust & Investment Management
Indiana
$70.3K – – –
FLP
1821
Financial Life Planners
Arizona
$69.1K +$357 +4 +0.6%
MB
1822
MidFirst Bank
Oklahoma
$69K -$2.95K -33 -5%
SIC
1823
SJS Investment Consulting
Ohio
$68.9K -$3.3K -37 -5%
MCM
1824
MV Capital Management
Maryland
$68.1K +$1.96K +22 +3%
HDIM
1825
Hanson & Doremus Investment Management
Vermont
$68K – – –
71 72
73
74 75