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Name Holding Trade Value Shares
Change 		Change in
Stake
ELM
2426
Elite Life Management
Florida
$345K -$11.9K -38 -3%
BWP
2427
Baldwin Wealth Partners
Massachusetts
$344K +$314 +1 +0.1%
PB
2428
Pinnacle Bancorp
Nebraska
$344K – – –
VCWM
2429
Vista Cima Wealth Management
Arizona
$344K +$101K +320 +36%
SIC
2430
SJS Investment Consulting
Ohio
$343K +$29.2K +93 +8%
WJA
2431
Willis Johnson & Associates
Texas
$343K -$74.8K -238 -16%
MFG
2432
Mann Financial Group
Minnesota
$343K – – –
POIA
2433
Pin Oak Investment Advisors
Texas
$343K – – –
STCOSD
2434
Sageworth Trust Company of South Dakota
South Dakota
$342K +$379K +1,206 New
WAG
2435
Wallace Advisory Group
California
$342K – – –
1CP
2436
1015 Capital Partners
Pennsylvania
$342K +$48.4K +154 +15%
CNB
2437
Camden National Bank
Maine
$341K +$35.8K +114 +10%
CFSG
2438
Community Financial Services Group
Vermont
$341K +$366K +1,165 New
ISWM
2439
Independent Solutions Wealth Management
New York
$340K +$377K +1,199 New
SL
2440
Summitry LLC
California
$340K -$48.4K -154 -11%
GRR
2441
Golden Reserve Retirement
Ohio
$339K -$52.5K -167 -12%
LC
2442
LCNB Corp
Ohio
$339K -$16K -51 -4%
LWPC
2443
Legacy Wealth Partners (Colorado)
Colorado
$339K – – –
RIG
2444
Renaissance Investment Group
Massachusetts
$339K +$33K +105 +10%
GAG
2445
GM Advisory Group
New York
$338K +$48.1K +153 +15%
LEA
2446
Legacy Edge Advisors
New York
$338K +$103K +327 +38%
WGS
2447
Washington Growth Strategies
District of Columbia
$338K – – –
HIC
2448
Hamrick Investment Counsel
Washington
$338K +$318K +1,012 +572%
FBFS
2449
First Business Financial Services
Wisconsin
$337K – – –
MWM
2450
Moran Wealth Management
Florida
$337K -$123K -390 -25%
96 97
98
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