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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1751
Legacy Financial Advisors
Kentucky
$672K +$106K +1,236 +18%
NF
1752
Nikulski Financial
Iowa
$667K -$33.1K -387 -4%
FFA
1753
Founders Financial Alliance
North Carolina
$666K -$60K -702 -8%
EBT
1754
Enterprise Bank & Trust
Massachusetts
$666K -$89.3K -1,046 -11%
HIA
1755
Harbor Investment Advisory
Maryland
$665K -$65.4K -766 -9%
OPW
1756
Oxler Private Wealth
New York
$663K -$53.4K -625 -7%
UH
1757
Unigestion Holding
Switzerland
$661K – – –
KCFA
1758
Key Client Fiduciary Advisors
New Jersey
$660K -$6.58K -77 -0.9%
PCG
1759
Prosperity Consulting Group
Maryland
$659K +$99.5K +1,165 +17%
KWS
1760
Keystone Wealth Services
California
$653K +$8.8K +103 +1%
HAM
1761
Hedges Asset Management
Nevada
$652K +$204K +2,390 +42%
CNBT
1762
Cornerstone National Bank & Trust
Illinois
$652K -$9.74K -114 -1%
SL
1763
Sonnipe Ltd
Isle Of Man
$651K -$31.5K -369 -4%
AI
1764
Accredited Investors
Minnesota
$649K -$51.6K -604 -7%
SWP
1765
Strategic Wealth Partners
Ohio
$647K +$12K +140 +2%
EWA
1766
Etesian Wealth Advisors
Oregon
$647K -$131K -1,539 -16%
MSA
1767
Marino Stram & Associates
Massachusetts
$646K +$42.4K +496 +7%
SWAG
1768
Spectrum Wealth Advisory Group
California
$644K +$13K +152 +2%
VAS
1769
Valicenti Advisory Services
New York
$643K -$9.39K -110 -1%
FWM
1770
Finer Wealth Management
Massachusetts
$642K -$137K -1,606 -17%
IWA
1771
IVC Wealth Advisors
Pennsylvania
$642K -$42.4K -496 -6%
RWP
1772
Ridgecrest Wealth Partners
California
$642K +$8.63K +101 +1%
GCM
1773
Gables Capital Management
Florida
$641K -$200K -2,340 -23%
BFG
1774
Berger Financial Group
Minnesota
$641K -$54.7K -640 -7%
BIM
1775
Baldwin Investment Management
Pennsylvania
$641K +$6.41K +75 +1%
69 70
71
72 73