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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2826
Bank of Nova Scotia Trust
Ontario, Canada
$340K +$524 +3 +0.2%
SFG
2827
Sunburst Financial Group
Alabama
$340K -$21.3K -122 -6%
SIA
2828
Strategic Investment Advisors
Michigan
$339K +$32.1K +184 +11%
AL
2829
ADE LLC
Maryland
$338K – – –
TCBWMS
2830
Texas Capital Bank Wealth Management Services
Texas
$338K +$23.2K +133 +8%
KFS
2831
Kelly Financial Services
Massachusetts
$338K +$175 +1 +0.1%
PFG
2832
PAX Financial Group
Texas
$337K +$328K +1,880 New
KCM
2833
KRS Capital Management
Michigan
$337K +$18.3K +105 +6%
ICP
2834
Interchange Capital Partners
Pennsylvania
$337K -$168K -964 -34%
HIM
2835
Hotaling Investment Management
Pennsylvania
$335K – – –
DFG
2836
Demars Financial Group
Washington
$335K – – –
SFP
2837
Sterling Financial Planning
New Jersey
$335K -$9.42K -54 -3%
PFWA
2838
Paces Ferry Wealth Advisors
Georgia
$333K +$24.6K +141 +8%
FFA
2839
Fi3 Financial Advisors
Indiana
$333K +$324K +1,856 New
GHA
2840
Granite Harbor Advisors
Texas
$333K +$323K +1,853 New
CPCM
2841
Cardinal Point Capital Management
Ontario, Canada
$332K +$323K +1,852 New
CPWMP
2842
Cardinal Point Wealth Management Partners
California
$332K +$323K +1,852 New
TI
2843
Truepoint Inc
Ohio
$331K -$8.72K -50 -3%
MAM
2844
Marotta Asset Management
Virginia
$330K +$1.22K +7 +0.4%
KWM
2845
KFG Wealth Management
Indiana
$329K +$320K +1,834 New
FP
2846
Fiduciary Planning
Florida
$329K +$1.05K +6 +0.3%
WH
2847
Willner & Heller
California
$329K -$5.06K -29 -2%
KBFS
2848
Kohmann Bosshard Financial Services
Ohio
$328K -$1.05K -6 -0.3%
FCFC
2849
First Citizens Financial Corp
Iowa
$327K +$69.8K +400 +28%
MWP
2850
Meridian Wealth Partners
Pennsylvania
$327K +$22.9K +131 +8%
112 113
114
115 116