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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2226
Paragon Private Wealth Management
Kentucky
$845K +$48.3K +299 +6%
OIM
2227
Opus Investment Management
Massachusetts
$843K -$4.75M -29,400 -85%
AAI
2228
American Assets Inc
California
$843K – – –
BB
2229
Bell Bank
North Dakota
$843K +$35.5K +220 +5%
LFM
2230
Lumina Fund Management
New York
$843K – – –
TFA
2231
Triad Financial Advisors
North Carolina
$837K +$33.9K +210 +4%
RWM
2232
Revisor Wealth Management
Ohio
$836K +$521K +3,224 +186%
LAIC
2233
Lederer & Associates Investment Counsel
California
$835K +$74.9K +464 +10%
EBWM
2234
Eagle Bluffs Wealth Management
Missouri
$834K +$799K +4,944 New
FH
2235
FWG Holdings
Florida
$830K +$63K +390 +9%
VW
2236
Vance Wealth
California
$823K +$251K +1,555 +47%
ACP
2237
Aviance Capital Partners
Florida
$822K -$69.8K -432 -8%
JHP
2238
James Hambro & Partners
United Kingdom
$820K +$7.27K +45 +0.9%
VC
2239
Veracity Capital
Georgia
$819K +$30.5K +189 +4%
TWA
2240
Talisman Wealth Advisors
New Jersey
$819K -$51.7K -320 -6%
SFS
2241
Strategic Financial Services
New York
$817K -$80.8K -500 -9%
JWWM
2242
Johnson & White Wealth Management
Pennsylvania
$816K +$782K +4,839 New
MCM
2243
Mendel Capital Management
Arkansas
$816K -$646 -4 -0.1%
HEIP
2244
Hudson Edge Investment Partners
New Jersey
$814K – – –
BBNB
2245
Baker Boyer National Bank
Washington
$813K -$245K -1,515 -24%
OWA
2246
Opal Wealth Advisors
New York
$812K +$84.6K +524 +12%
SIS
2247
Sound Income Strategies
Florida
$812K +$176K +1,092 +29%
CCA
2248
Cottonwood Capital Advisors
Utah
$811K +$61.7K +382 +9%
QC
2249
Quent Capital
New York
$809K +$485 +3 +0.1%
JC
2250
JB Capital
Connecticut
$809K +$29.1K +180 +4%
88 89
90
91 92