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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2301
Probity Advisors
Texas
$433K +$18.2K +170 +4%
CT
2302
Clearstead Trust
Maine
$433K +$485K +4,530 +6,969%
PRWA
2303
Platte River Wealth Advisors
Colorado
$432K – – –
MLFP
2304
MPS Loria Financial Planners
Illinois
$430K +$17.6K +164 +4%
MWA
2305
Meridian Wealth Advisors
Texas
$430K +$22.8K +213 +5%
PCMC
2306
Private Capital Management (Colorado)
Colorado
$430K +$161K +1,509 +49%
SA
2307
Shilanski & Associates
Alaska
$430K +$488K +4,564 New
HZ
2308
Hixon Zuercher
Ohio
$429K +$2.68K +25 +0.6%
EFSCE
2309
Enterprise Financial Services Corp (EFSC)
Missouri
$429K +$43.9K +410 +10%
MAC
2310
Mason & Associates (California)
California
$428K +$11.8K +110 +2%
ACM
2311
AlphaStar Capital Management
North Carolina
$427K -$129K -1,206 -21%
IF
2312
Ironwood Financial
Arizona
$427K -$107 -1 -0%
OBWG
2313
Onyx Bridge Wealth Group
New York
$426K -$75.7K -707 -13%
CPA
2314
Cardiff Park Advisors
California
$426K -$32.1K -300 -6%
NCM
2315
Northside Capital Management
Oregon
$426K +$32.6K +305 +7%
MC
2316
Mathes Company
New York
$425K -$25.7K -240 -5%
EWA
2317
Encompass Wealth Advisors
Oregon
$425K – – –
KAH
2318
Kathryn A. Hall
$425K – – –
RIS
2319
Retirement Income Solutions
Michigan
$425K +$4.07K +38 +0.9%
DWM
2320
Drive Wealth Management
Utah
$425K +$164K +1,528 +51%
UC
2321
Unio Capital
New Jersey
$424K – – –
1IA
2322
1620 Investment Advisors
Massachusetts
$424K +$6.96K +65 +1%
VT
2323
Vise Technologies
New York
$422K -$70.8K -662 -13%
CSWG
2324
Cardinal Strategic Wealth Guidance
Kentucky
$422K -$18.8K -176 -4%
BPGAM
2325
BTG Pactual Global Asset Management
Bermuda
$421K -$1.26M -11,750 -72%
91 92
93
94 95