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Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
2126
Cape Ann Savings Bank
Massachusetts
$970K +$17.6K +99 +2%
RWP
2127
Ridgecrest Wealth Partners
California
$969K +$34.6K +194 +4%
OFS
2128
Orrstown Financial Services
Pennsylvania
$967K -$79K -443 -7%
LW
2129
Linscomb Wealth
Texas
$966K -$80.9K -454 -7%
PCH
2130
PGIM Custom Harvest
New Jersey
$966K +$36.9K +207 +4%
CFFP
2131
Center for Financial Planning
Michigan
$964K – – –
PWM
2132
Peterson Wealth Management
Nevada
$960K -$52.4K -294 -5%
STA
2133
Summit Trail Advisors
New York
$955K -$29.6K -166 -3%
CSWG
2134
Cardinal Strategic Wealth Guidance
Kentucky
$955K – – –
TPW
2135
Tiller Private Wealth
Pennsylvania
$954K +$205K +1,150 +26%
OCM
2136
One Capital Management
California
$949K +$415K +2,331 +71%
PFA
2137
Paradigm Financial Advisors
Missouri
$947K +$61.7K +346 +7%
DIP
2138
DT Investment Partners
Pennsylvania
$945K +$996K +5,586 New
AWP
2139
Accretive Wealth Partners
New Jersey
$944K +$2.32K +13 +0.2%
SFS
2140
Summit Financial Strategies
Ohio
$943K +$18.2K +102 +2%
AWG
2141
Altus Wealth Group
Colorado
$942K +$121K +681 +14%
TWA
2142
TCI Wealth Advisors
Arizona
$940K -$69.3K -389 -7%
ODG
2143
O'Dell Group
Ohio
$940K -$2.32K -13 -0.2%
SIC
2144
Sigma Investment Counselors
Michigan
$940K +$15.5K +87 +2%
PA
2145
PFG Advisors
Arizona
$938K +$66K +370 +7%
SQA
2146
Simon Quick Advisors
New Jersey
$937K +$360K +2,021 +57%
BWM
2147
Baystate Wealth Management
Massachusetts
$936K -$49.7K -279 -5%
CPIA
2148
Cornell Pochily Investment Advisors
New York
$935K +$17.5K +98 +2%
GFS
2149
GYL Financial Synergies
Connecticut
$935K +$73.8K +414 +8%
FHC
2150
First Heartland Consultants
Missouri
$934K -$97.3K -546 -9%
84 85
86
87 88