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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1901
S.A. Mason
Michigan
$1.4M +$62.5K +392 +5%
PWCM
1902
Processus Wealth & Capital Management
Tennessee
$1.4M +$34.1K +214 +2%
CP
1903
Creekside Partners
California
$1.39M +$1.42M +8,894 New
PWSG
1904
Pacific Wealth Strategies Group
California
$1.39M +$16.3K +102 +1%
GFA
1905
Gallagher Fiduciary Advisors
Illinois
$1.39M +$115K +723 +9%
SAM
1906
Sawgrass Asset Management
Florida
$1.39M +$224K +1,406 +19%
PP
1907
PDS Planning
Ohio
$1.39M +$34.9K +219 +3%
UCB
1908
United Community Bank
South Carolina
$1.39M +$36K +226 +3%
CFO
1909
CVA Family Office
Colorado
$1.39M -$22.8K -143 -2%
AAM
1910
Ascension Asset Management
New York
$1.38M -$27.9K -175 -2%
BTIM
1911
BancFirst Trust & Investment Management
Oklahoma
$1.38M +$1.41M +8,846 New
FFWA
1912
FRG Family Wealth Advisors
Washington
$1.38M -$26.2K -164 -2%
CCM
1913
Canal Capital Management
Virginia
$1.38M -$137K -861 -9%
MA
1914
MCF Advisors
Kentucky
$1.38M -$96.8K -607 -6%
VAM
1915
Verity Asset Management
North Carolina
$1.38M +$671K +4,205 +92%
RFA
1916
Register Financial Advisors
Georgia
$1.37M +$957 +6 +0.1%
CG
1917
Castellan Group
Kentucky
$1.37M -$37.5K -235 -3%
LA
1918
LexAurum Advisors
Kansas
$1.37M -$19.1K -120 -1%
AA
1919
Argent Advisors
Louisiana
$1.37M +$15.6K +98 +1%
CG
1920
Corundum Group
Colorado
$1.36M +$617K +3,868 +80%
SWP
1921
Strategic Wealth Partners
Ohio
$1.36M +$308K +1,929 +28%
WTFG
1922
Wells Trecaso Financial Group
Ohio
$1.36M -$41.1K -258 -3%
LB
1923
Legacy Bridge
Iowa
$1.35M +$3.19K +20 +0.2%
AEPWM
1924
Atlantic Edge Private Wealth Management
Florida
$1.35M -$4.46K -28 -0.3%
MAA
1925
Mraz Amerine & Associates
California
$1.35M -$31.1K -195 -2%
75 76
77
78 79