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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2601
Sittner & Nelson
Oregon
$783K +$5.53K +17 +0.8%
1W
2602
1776 Wealth
Georgia
$782K – – –
GCA
2603
Gradient Capital Advisors
California
$780K -$49.8K -153 -6%
BFA
2604
Beacon Financial Advisory
Ohio
$780K +$18.5K +57 +3%
SCA
2605
Strathmore Capital Advisors
North Carolina
$779K -$1.63K -5 -0.2%
SIAG
2606
Safeguard Investment Advisory Group
California
$779K +$168K +515 +30%
SFGP
2607
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$778K -$3.25K -10 -0.5%
EBSAM
2608
Eubel Brady & Suttman Asset Management
Ohio
$778K +$5.21K +16 +0.7%
API
2609
Asset Planning Inc
California
$777K +$85.9K +264 +14%
FSA
2610
Financial Security Advisor
Virginia
$776K -$68K -209 -9%
PMFA
2611
Plante Moran Financial Advisors
Michigan
$775K -$137K -420 -16%
ACM
2612
AUA Capital Management
Pennsylvania
$772K – – –
DWM
2613
Defined Wealth Management
Oregon
$772K +$27.3K +84 +4%
CA
2614
Crewe Advisors
Utah
$771K +$61.5K +189 +9%
CBT
2615
CoreFirst Bank & Trust
Kansas
$769K – – –
TWM
2616
Tanager Wealth Management
United Kingdom
$769K +$313K +961 +79%
CWA
2617
Crusonia Wealth Advisors
Colorado
$769K +$110K +337 +18%
MWP
2618
Madison Wealth Partners
Wisconsin
$768K +$183K +561 +35%
FWA
2619
FOCUS Wealth Advisors
Texas
$768K +$3.58K +11 +0.5%
BFAG
2620
Blackston Financial Advisory Group
Florida
$768K +$96.9K +298 +16%
FFG
2621
Fiduciary Financial Group
California
$767K +$50.4K +155 +8%
GB
2622
Goepper Burkhardt
South Carolina
$766K -$46.8K -144 -6%
JGIA
2623
Jackson Grant Investment Advisers
Connecticut
$765K +$651 +2 +0.1%
PG
2624
Prostatis Group
Maryland
$765K -$68.3K -210 -9%
WMA
2625
Wealth Management Associates
New Jersey
$762K -$5.86K -18 -0.8%
103 104
105
106 107