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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
3026
MB, Levis & Associates
Pennsylvania
$317K +$1.66K +11 +0.6%
SC
3027
Slow Capital
California
$315K – – –
CFA
3028
Cahill Financial Advisors
Minnesota
$315K +$53.9K +357 +22%
KFSC
3029
Keystone Financial Services (Colorado)
Colorado
$314K -$1.96K -13 -0.6%
SFG
3030
Sunburst Financial Group
Alabama
$313K -$107K -712 -27%
GAB
3031
German American Bancorp
Indiana
$313K -$1.66K -11 -0.6%
GWA
3032
Gratus Wealth Advisors
Virginia
$313K -$5.13K -34 -2%
JF
3033
JSF Financial
California
$312K +$151 +1 +0.1%
BW
3034
Basepoint Wealth
Iowa
$311K +$35.8K +237 +14%
XT
3035
XTX Topco
Cayman Islands
$311K -$737K -4,882 -71%
VCM
3036
Vivaldi Capital Management
Illinois
$310K -$73.5K -487 -21%
HWMT
3037
Heritage Wealth Management (Texas)
Texas
$309K +$302 +2 +0.1%
STB
3038
S&T Bank
Pennsylvania
$309K -$49K -325 -14%
AWC
3039
Adamsbrown Wealth Consultants
Kansas
$308K -$28.2K -187 -9%
SWC
3040
Spectrum Wealth Counsel
Indiana
$308K +$43.2K +286 +17%
FIBT
3041
First International Bank & Trust
North Dakota
$307K +$50.7K +336 +21%
SBF
3042
Sara-Bay Financial
Florida
$307K – – –
HC
3043
Henshaw Capital
Massachusetts
$307K +$294K +1,945 New
WCM
3044
WealthBridge Capital Management
Ohio
$307K +$22.5K +149 +8%
MAG
3045
MRA Advisory Group
New Jersey
$305K +$3.17K +21 +1%
MF
3046
Manchester Financial
California
$305K +$46.3K +307 +19%
C1AG
3047
Client 1st Advisory Group
Florida
$305K -$18.9K -125 -6%
AWM
3048
AllSquare Wealth Management
New York
$304K +$4.53K +30 +2%
BWA
3049
Burt Wealth Advisors
Maryland
$304K -$5.73K -38 -2%
JJBC
3050
James J. Burns & Company
New York
$304K -$1.81K -12 -0.6%
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122
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