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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
2301
DF Dent & Co
Maryland
$417K +$20.9K +184 +5%
CFP
2302
Curran Financial Partners
South Carolina
$416K +$48.7K +429 +14%
AA
2303
Aire Advisors
California
$416K +$403K +3,544 New
NW
2304
NewEdge Wealth
Pennsylvania
$415K +$38.7K +341 +11%
RWA
2305
Rainsberger Wealth Advisors
Colorado
$415K +$401K +3,533 New
CCG
2306
Chatham Capital Group
Georgia
$414K -$5.68K -50 -1%
HFP
2307
Holistic Financial Partners
Indiana
$414K – – –
WCF
2308
West Coast Financial
California
$414K +$3.98K +35 +1%
SWM
2309
Sugarloaf Wealth Management
Georgia
$413K -$3.63K -32 -0.9%
FNC
2310
First National Corp
Massachusetts
$413K +$4.54K +40 +1%
AC
2311
Addison Capital
Pennsylvania
$413K +$12.5K +110 +3%
LODC
2312
Lanham O'Dell & Company
West Virginia
$413K +$400K +3,519 New
ECM
2313
Elgethun Capital Management
South Dakota
$412K -$71.2K -627 -15%
TA
2314
Trellis Advisors
Washington
$412K -$22.6K -199 -5%
KWA
2315
KCS Wealth Advisory
California
$412K +$399K +3,513 New
HWA
2316
HHM Wealth Advisors
Tennessee
$411K – – –
FFG
2317
Frisch Financial Group
New York
$408K +$126K +1,106 +45%
SSW
2318
Smith Shellnut Wilson
Mississippi
$406K +$23.9K +210 +6%
CFG
2319
Compton Financial Group
Maryland
$406K +$56.8K +500 +17%
PMAM
2320
Picton Mahoney Asset Management
Ontario, Canada
$406K +$394K +3,470 New
FDS
2321
First Dallas Securities
Texas
$405K -$1.14K -10 -0.3%
AF
2322
Aldebaran Financial
$405K +$22.7K +200 +6%
LA
2323
LexAurum Advisors
Kansas
$404K -$55.2K -486 -12%
PWAG
2324
Polaris Wealth Advisory Group
California
$404K -$32.1K -283 -8%
PSF
2325
Pacific Sun Financial
California
$404K – – –
91 92
93
94 95