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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1901
Allegheny Financial Group
Pennsylvania
$466K +$10.5K +103 +2%
MFT
1902
Moisand Fitzgerald Tamayo
Florida
$465K -$12.7K -125 -3%
RWP
1903
Revolve Wealth Partners
New Jersey
$465K +$33.3K +327 +7%
BCM
1904
Birmingham Capital Management
Alabama
$465K -$20.4K -200 -4%
GFPC
1905
Global Financial Private Client
Florida
$464K -$53.9K -529 -10%
SG
1906
Sienna Gestion
France
$462K -$659K -6,469 -58%
TNB
1907
Thomasville National Bank
Georgia
$462K +$490K +4,804 New
FB
1908
First Bancorp
Maine
$462K -$10.2K -100 -2%
VAG
1909
VisionPoint Advisory Group
Texas
$461K +$47.7K +468 +11%
ZF
1910
Zhang Financial
Michigan
$461K +$2.45K +24 +0.5%
IA
1911
IFG Advisory
Georgia
$460K +$488K +4,783 New
PGWM
1912
Parisi Gray Wealth Management
New Jersey
$460K -$3.47K -34 -0.7%
KFAS
1913
Keating Financial Advisory Services
Kansas
$460K -$24.5K -240 -5%
KFS
1914
Keynote Financial Services
Connecticut
$458K – – –
MCCP
1915
Mission Creek Capital Partners
California
$458K +$57.2K +561 +10%
WPA
1916
West Paces Advisors
Georgia
$458K -$5.81K -57 -1%
NB
1917
NBH Bank
Colorado
$458K +$485K +4,756 New
FFG
1918
Fiduciary Financial Group
California
$458K +$22.2K +218 +5%
AOWM
1919
Alpha Omega Wealth Management
Virginia
$457K – – –
HBCM
1920
Heron Bay Capital Management
Michigan
$457K – – –
TWM
1921
TRB Wealth Management
Texas
$457K +$215K +2,111 +80%
RCM
1922
Raleigh Capital Management
North Carolina
$456K +$236K +2,315 +96%
OL
1923
OneFund LLC
Florida
$455K -$17.6K -173 -4%
SAI
1924
Systematic Alpha Investments
New Jersey
$455K – – –
ONST
1925
Old North State Trust
North Carolina
$455K -$8.05K -79 -2%
75 76
77
78 79