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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2476
Circle Wealth Management
New Jersey
$933K +$28.9K +79 +3%
HFO
2477
Heritage Family Offices
Arizona
$931K +$45.4K +124 +5%
OFG
2478
Oxford Financial Group
Indiana
$930K -$38.8K -106 -4%
BFS
2479
BridgePort Financial Solutions
Iowa
$930K +$5.49K +15 +0.6%
BOPW
2480
Brandywine Oak Private Wealth
Pennsylvania
$929K -$35.5K -97 -3%
DA
2481
Drake & Associates
Wisconsin
$928K +$14.3K +39 +1%
NFG
2482
Northbridge Financial Group
Florida
$927K +$987K +2,694 New
JF
2483
JSF Financial
California
$927K -$239K -652 -19%
EB
2484
Exchange Bank
California
$925K -$93K -254 -9%
VR
2485
Vision Retirement
New Jersey
$923K +$982K +2,682 New
OL
2486
one8zero8 LLC
North Carolina
$922K -$7.33K -20 -0.7%
HAIM
2487
Hunter Associates Investment Management
Pennsylvania
$920K +$3.3K +9 +0.3%
PBO
2488
Peoples Bank (Ohio)
Ohio
$920K +$13.6K +37 +1%
WW
2489
Windle Wealth
Oklahoma
$919K +$6.23K +17 +0.6%
VCM
2490
Virtue Capital Management
Tennessee
$918K -$4.78M -13,064 -83%
TIA
2491
Tiemann Investment Advisors
California
$916K -$38.5K -105 -4%
SGCA
2492
Steel Grove Capital Advisors
Tennessee
$915K +$285K +777 +41%
MQWP
2493
Morey & Quinn Wealth Partners
Nebraska
$914K – – –
HNB
2494
Hilltop National Bank
Wyoming
$914K -$1.83K -5 -0.2%
TTIC
2495
Tower Trust & Investment Company
Iowa
$914K +$18.7K +51 +2%
BB
2496
Burford Brothers
Texas
$913K – – –
GCM
2497
Gibraltar Capital Management
Oklahoma
$911K -$6.96K -19 -0.7%
MFS
2498
Mattson Financial Services
Michigan
$911K -$39.2K -107 -4%
BFG
2499
Bouchey Financial Group
New York
$911K -$57.5K -157 -6%
CCG
2500
Coastwise Capital Group
California
$911K +$733 +2 +0.1%
98 99
100
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