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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1501
Welch Group
Alabama
$243K +$17.8K +49 +7%
NB
1502
NBT Bank
New York
$243K -$56.3K -155 -17%
WWM
1503
Westwood Wealth Management
California
$243K – – –
PFM
1504
Phillips Financial Management
Indiana
$243K -$32K -88 -10%
BIG
1505
Brookwood Investment Group
Arizona
$242K -$1.09K -3 -0.4%
SCM
1506
SummitPoint Capital Management
Colorado
$242K – – –
BFA
1507
Bragg Financial Advisors
North Carolina
$241K – – –
FM
1508
Family Management
New York
$241K +$727 +2 +0.3%
BSB
1509
Bangor Savings Bank
Maine
$241K -$11.6K -32 -4%
TWP
1510
Tower Wealth Partners
Pennsylvania
$240K +$54.9K +151 +25%
RSWM
1511
Robertson Stephens Wealth Management
California
$239K -$1.82K -5 -0.7%
CWM
1512
Calamos Wealth Management
Illinois
$237K -$20.7K -57 -7%
GRWP
1513
Green Ridge Wealth Planning
New Jersey
$237K -$9.08K -25 -3%
HC
1514
Hamilton Capital
Ohio
$237K +$363 +1 +0.1%
LA
1515
Legacy Advisors
Pennsylvania
$237K +$274K +753 New
KPWG
1516
KFA Private Wealth Group
Virginia
$236K +$363 +1 +0.1%
PCP
1517
Panoramic Capital Partners
Oregon
$236K -$49.1K -135 -15%
MCM
1518
Mill Capital Management
North Carolina
$235K – – –
CA
1519
Cullinan Associates
Kentucky
$235K – – –
HBT
1520
Heartland Bank & Trust
Illinois
$234K -$32.7K -90 -11%
TCM
1521
Tufton Capital Management
Maryland
$234K -$34.5K -95 -11%
VCA
1522
Verdence Capital Advisors
Maryland
$234K -$47.6K -131 -15%
WRPWM
1523
Werba Rubin Papier Wealth Management
California
$234K +$14.9K +41 +6%
BFG
1524
Birch Financial Group
New Hampshire
$233K +$363 +1 +0.1%
PBK
1525
Peoples Bank (Kansas)
Kansas
$233K -$25.4K -70 -9%
59 60
61
62 63