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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1776
Shum Financial Group
California
$714K +$680K +7,386 New
CBT
1777
CoreFirst Bank & Trust
Kansas
$713K -$8.83K -96 -1%
TCBWMS
1778
Texas Capital Bank Wealth Management Services
Texas
$712K +$91.3K +992 +15%
SC
1779
Saybrook Capital
North Carolina
$712K – – –
SPWM
1780
Schrum Private Wealth Management
Florida
$711K +$236K +2,570 +53%
APG
1781
Abacus Planning Group
South Carolina
$711K +$59.1K +642 +10%
AFM
1782
Armstrong Fleming & Moore
District of Columbia
$710K -$25.4K -276 -4%
ICP
1783
Interchange Capital Partners
Pennsylvania
$707K -$327K -3,549 -33%
OPW
1784
Oxler Private Wealth
New York
$706K -$4.23K -46 -0.6%
AMIM
1785
Aull & Monroe Investment Management
Alabama
$706K -$27.6K -300 -4%
CPIG
1786
Chicago Partners Investment Group
Illinois
$705K -$920 -10 -0.1%
SOS
1787
Silver Oak Securities
Tennessee
$703K +$92 +1 +0%
AI
1788
Accredited Investors
Minnesota
$703K -$69.8K -759 -9%
NC
1789
Napatree Capital
Rhode Island
$702K -$43K -467 -6%
RC
1790
Rovin Capital
Arizona
$702K +$289K +3,137 +75%
LAM
1791
L2 Asset Management
Massachusetts
$701K +$22.8K +248 +4%
OL
1792
Optas LLC
Texas
$700K +$283K +3,074 +73%
FFA
1793
Founders Financial Alliance
North Carolina
$695K -$2.21K -24 -0.3%
WCG
1794
Weaver Consulting Group
California
$695K -$46.7K -508 -7%
AWAG
1795
ARS Wealth Advisors Group
Florida
$695K +$4.32K +47 +0.7%
OPA
1796
Old Port Advisors
Maine
$694K -$2.02K -22 -0.3%
PMSA
1797
Patrick M. Sweeney & Associates
Illinois
$694K +$7.73K +84 +1%
GM
1798
GeoWealth Management
Illinois
$693K -$64.5K -701 -9%
FAM
1799
Formidable Asset Management
Ohio
$693K -$50.4K -548 -7%
FUBT
1800
First United Bank & Trust
Maryland
$692K -$67.5K -734 -9%
70 71
72
73 74