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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
2951
Mayfair Advisory Group
Alabama
$252K – – –
MFA
2952
Morling Financial Advisors
California
$252K +$211K +673 New
SA
2953
Strategic Advocates
Utah
$251K -$57.3K -183 -21%
IA
2954
IFG Advisors
Missouri
$251K -$14.7K -47 -7%
AWM
2955
Able Wealth Management
New Jersey
$251K +$210K +671 New
CP
2956
Clarendon Private
Massachusetts
$251K -$52.6K -168 -20%
TDB
2957
Thompson David Blair
$250K +$210K +670 New
AWMT
2958
AAFMAA Wealth Management & Trust
North Carolina
$250K +$209K +669 New
MWM
2959
Maltin Wealth Management
New Jersey
$250K +$209K +668 New
CTA
2960
Clear Trail Advisors
Texas
$249K +$209K +667 New
SIC
2961
Samalin Investment Counsel
New York
$249K +$208K +665 New
PCM
2962
Pennsylvania Capital Management
Pennsylvania
$249K +$208K +665 New
JRPIM
2963
Journey Retirement Planning & Investment Management
Idaho
$248K +$208K +664 New
RTC
2964
Riverview Trust Company
Washington
$248K – – –
NRI
2965
NFP Retirement Inc
California
$248K -$115K -367 -36%
OCM
2966
One Capital Management
California
$248K – – –
BZWA
2967
Blue Zone Wealth Advisors
California
$248K +$208K +663 New
NWM
2968
Northcape Wealth Management
New York
$247K +$207K +662 New
NA
2969
Nautilus Advisors
California
$247K +$215K +688 New
GC
2970
Gilbert & Cook
Iowa
$247K +$207K +661 New
FCMC
2971
Founders Capital Management (Connecticut)
Connecticut
$247K +$207K +661 New
SO
2972
Sierra Ocean
California
$247K -$22.5K -72 -10%
FI
2973
Fractal Investments
Connecticut
$247K +$207K +660 New
SWM
2974
SilverOak Wealth Management
Minnesota
$247K +$207K +660 New
AWP
2975
Abacus Wealth Partners
California
$246K -$127K -405 -38%
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119
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