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Name Holding Trade Value Shares
Change 		Change in
Stake
MCG
2726
McCollum Christoferson Group
New York
$248K -$411K -3,960 -66%
MWM
2727
Mascagni Wealth Management
Mississippi
$248K +$208K +1,999 New
PFP
2728
Paragon Financial Partners
California
$248K +$207K +1,997 New
SFA
2729
Souders Financial Advisors
Ohio
$247K +$207K +1,993 New
USB
2730
Union Savings Bank
Connecticut
$247K -$20.8K -200 -9%
A
2731
AlphaQuest
New York
$247K -$1.07M -10,339 -84%
HFP
2732
Holistic Financial Partners
Indiana
$247K +$207K +1,988 New
CIAS
2733
CFS Investment Advisory Services
New Jersey
$246K -$30.7K -295 -13%
ES
2734
Eagle Strategies
New York
$246K +$206K +1,984 New
GC
2735
Garde Capital
Washington
$246K -$69.3K -667 -25%
TA
2736
TruWealth Advisors
Louisiana
$246K +$206K +1,983 New
SLT
2737
St Louis Trust
Missouri
$246K +$206K +1,981 New
CWA
2738
CJM Wealth Advisers
Virginia
$245K +$205K +1,977 New
EW
2739
Element Wealth
Mississippi
$245K -$26K -250 -11%
SC
2740
Saiph Capital
New Jersey
$244K +$205K +1,971 New
WRPWM
2741
Werba Rubin Papier Wealth Management
California
$244K +$205K +1,970 New
BWP
2742
Bernardo Wealth Planning
Pennsylvania
$244K +$204K +1,967 New
BWL
2743
Bogart Wealth LLC
Virginia
$244K -$7.69K -74 -4%
WA
2744
WP Advisors
California
$244K -$57.7K -555 -22%
WAG
2745
Wiser Advisor Group
Arizona
$244K -$137K -1,315 -40%
AT
2746
American Trust
Kentucky
$243K +$204K +1,962 New
CCT
2747
Capital City Trust
Florida
$243K +$204K +1,962 New
GI
2748
GLOBALT Investments
Georgia
$243K +$204K +1,960 New
GTAM
2749
Global Trust Asset Management
Florida
$243K -$51.6K -497 -20%
IPW
2750
Inlet Private Wealth
Florida
$243K +$203K +1,956 New
108 109
110
111 112