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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2601
Cahill Financial Advisors
Minnesota
$833K -$25K -69 -3%
MTIC
2602
Missouri Trust & Investment Company
Missouri
$832K – – –
LWP
2603
LMG Wealth Partners
Louisiana
$832K +$362 +1 +0%
LWM
2604
Liberty Wealth Management
California
$830K -$2.17K -6 -0.3%
GWA
2605
Gratus Wealth Advisors
Virginia
$830K -$24.6K -68 -3%
TIA
2606
Tandem Investment Advisors
South Carolina
$829K -$66.2K -183 -7%
PIA
2607
Powell Investment Advisors
Florida
$829K +$818K +2,260 New
FGWP
2608
Founders Grove Wealth Partners
Virginia
$828K -$7.24K -20 -0.9%
HFS
2609
Horizon Financial Services
North Carolina
$826K +$724 +2 +0.1%
UW
2610
Unique Wealth
Florida
$826K -$10.5K -29 -1%
HI
2611
Hudock Inc
Pennsylvania
$826K -$10.1K -28 -1%
CCM
2612
Chiron Capital Management
Florida
$826K – – –
BSSFA
2613
Baron Silver Stevens Financial Advisors
Florida
$825K +$26.8K +74 +3%
FNC
2614
First National Corp
Massachusetts
$824K -$3.98K -11 -0.5%
MLFP
2615
MPS Loria Financial Planners
Illinois
$824K -$1.45K -4 -0.2%
PWM
2616
Purus Wealth Management
California
$823K +$170K +471 +27%
SAF
2617
Smith Anglin Financial
Texas
$823K +$3.62K +10 +0.4%
SRC
2618
Shufro Rose & Co
New York
$823K -$7.96K -22 -1%
CF
2619
Cyr Financial
Illinois
$821K +$216K +597 +36%
PFG
2620
PAX Financial Group
Texas
$820K -$222K -614 -22%
BFS
2621
BridgePort Financial Solutions
Iowa
$820K +$91.2K +252 +13%
SWM
2622
Seed Wealth Management
Illinois
$819K – – –
CNTOF
2623
Canandaigua National Trust of Florida
New York
$817K -$91.2K -252 -10%
AWS
2624
Aspen Wealth Strategies
Colorado
$816K -$35.5K -98 -4%
YIM
2625
Yoffe Investment Management
Pennsylvania
$816K +$362 +1 +0%
103 104
105
106 107