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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2626
SYM Financial Corp
Indiana
$777K +$105K +289 +18%
KFA
2627
Krane Funds Advisors
New York
$776K -$98.5K -270 -12%
PHWM
2628
Pine Harbor Wealth Management
Maryland
$775K +$2.19K +6 +0.3%
IA
2629
Inspire Advisors
Idaho
$774K +$302K +827 +76%
TI
2630
Truepoint Inc
Ohio
$772K +$173K +475 +33%
CAGAS
2631
Capital Advisory Group Advisory Services
Minnesota
$769K – – –
BA
2632
Ballast Advisors
Minnesota
$769K +$12K +33 +2%
MCC
2633
Malaga Cove Capital
California
$769K +$729 +2 +0.1%
PWS
2634
Proactive Wealth Strategies
Georgia
$767K +$690K +1,892 New
SGC
2635
Slocum, Gordon & Co
Rhode Island
$763K – – –
KBFS
2636
Kohmann Bosshard Financial Services
Ohio
$762K – – –
JCM
2637
Jag Capital Management
Missouri
$762K +$3.28K +9 +0.5%
WC
2638
Weil Company
California
$759K +$23.7K +65 +4%
HPM
2639
Hoxton Planning & Management
West Virginia
$759K +$33.9K +93 +5%
FI
2640
Financial Insights
Washington
$756K -$449K -1,230 -40%
OCPWS
2641
One Charles Private Wealth Services
Massachusetts
$754K – – –
MHR
2642
Matthew Hamilton Rosenberg
$754K +$10.6K +29 +2%
BSSFA
2643
Baron Silver Stevens Financial Advisors
Florida
$753K -$12K -33 -2%
VC
2644
Vicus Capital
Pennsylvania
$751K -$418K -1,145 -38%
PWM
2645
Purus Wealth Management
California
$751K +$729 +2 +0.1%
MAG
2646
MRA Advisory Group
New Jersey
$751K -$15K -41 -2%
CWM
2647
CCG Wealth Management
California
$750K -$127K -348 -16%
PB
2648
Pinnacle Bancorp
Nebraska
$749K – – –
BWM
2649
Birchcreek Wealth Management
Ohio
$748K -$106K -291 -14%
DAC
2650
Dividend Assets Capital
South Carolina
$747K -$7.29K -20 -1%
104 105
106
107 108