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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1276
Independent Solutions Wealth Management
New York
$338K -$57.5K -220 -16%
BWM
1277
BigSur Wealth Management
Florida
$337K – – –
HFRG
1278
Houlihan Financial Resource Group
Virginia
$337K – – –
NB
1279
NBT Bank
New York
$337K -$1.57K -6 -0.5%
NCM
1280
Narwhal Capital Management
Georgia
$336K -$262K -1,000 -47%
GSB
1281
Greenfield Savings Bank
Massachusetts
$336K -$36.9K -141 -11%
ALC
1282
Alexander Labrunerie & Co
Missouri
$335K – – –
ESBC
1283
E.S. Barr & Co
Kentucky
$335K – – –
AFP
1284
Ausdal Financial Partners
Iowa
$333K -$1.83K -7 -0.6%
SA
1285
Strategic Advocates
Utah
$333K +$25.9K +99 +10%
AWM
1286
Aprio Wealth Management
Georgia
$333K +$290K +1,109 New
SFC
1287
Swisher Financial Concepts
Ohio
$332K -$3.4K -13 -1%
NCTC
1288
New Covenant Trust Company
Indiana
$331K +$33.7K +129 +14%
SI
1289
Stonekeep Investments
New Mexico
$330K +$288K +1,100 New
WTC
1290
WhitTier Trust Company
Nevada
$326K -$523 -2 -0.2%
ILI
1291
Invesco LLC (Illinois)
Illinois
$326K -$1.57K -6 -0.5%
GWA
1292
GGM Wealth Advisors
Maryland
$325K -$785 -3 -0.3%
TFF
1293
The Family Firm
Maryland
$324K +$262 +1 +0.1%
ICM
1294
IMS Capital Management
Oregon
$324K +$1.31K +5 +0.4%
QPWM
1295
Quadrant Private Wealth Management
Pennsylvania
$323K -$9.15K -35 -3%
HA
1296
Harfst & Associates
Wyoming
$323K -$1.31K -5 -0.5%
AWM
1297
Angeles Wealth Management
California
$323K +$282K +1,078 New
SXL
1298
Summit X LLC
Missouri
$322K +$8.37K +32 +3%
FWA
1299
FSM Wealth Advisors
Ohio
$321K +$96.3K +368 +52%
HA
1300
Harbor Advisors
Florida
$321K – – –
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