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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
2251
Regent Peak Wealth Advisors
Georgia
$917K +$119K +643 +15%
GCA
2252
Gradient Capital Advisors
California
$915K +$5.35K +29 +0.6%
PIMG
2253
Patriot Investment Management Group
Tennessee
$915K +$336K +1,824 +58%
BFA
2254
Benedict Financial Advisors
Georgia
$913K +$4.06K +22 +0.4%
FAS
2255
Formuepleje A/S
Denmark
$912K +$453K +2,456 +99%
PFBT
2256
Parkside Financial Bank & Trust
Missouri
$903K -$200K -1,086 -18%
SFM
2257
Signet Financial Management
New Jersey
$902K +$70.1K +380 +8%
SF
2258
Symphony Financial
Texas
$902K +$305K +1,655 +53%
SWMP
2259
Signature Wealth Management Partners
New Jersey
$901K +$51.1K +277 +6%
DWM
2260
Dorchester Wealth Management
Quebec, Canada
$900K -$309K -1,677 -26%
PCA
2261
Pallas Capital Advisors
Massachusetts
$896K +$897K +4,864 New
WCM
2262
Windsor Capital Management
Arizona
$895K -$53.8K -292 -6%
BSI
2263
Bennett Selby Investments
Maine
$894K +$184 +1 +0%
BFA
2264
Beacon Financial Advisory
Ohio
$892K +$120K +649 +16%
SFO
2265
Standard Family Office
South Dakota
$890K -$83.9K -455 -9%
OC
2266
Oarsman Capital
Wisconsin
$889K -$20.3K -110 -2%
AA
2267
Aufman Associates
Pennsylvania
$886K +$1.11K +6 +0.1%
BA
2268
Birinyi Associates
Connecticut
$886K +$138K +750 +19%
KIM
2269
Karpus Investment Management
New York
$883K +$419K +2,272 +90%
OIM
2270
Orca Investment Management
Oregon
$880K -$6.09K -33 -0.7%
PB
2271
Pinnacle Bancorp
Nebraska
$879K -$80.4K -436 -8%
PCFFS
2272
Pacific Center for Financial Services
California
$877K -$88.5K -480 -9%
MMG
2273
Monetary Management Group
Missouri
$876K – – –
PA
2274
PFG Advisors
Arizona
$875K +$245K +1,328 +39%
ICP
2275
Interchange Capital Partners
Pennsylvania
$874K -$346K -1,877 -33%
89 90
91
92 93