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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2626
Medallion Wealth Advisors
Connecticut
$819K +$37.4K +96 +4%
SAF
2627
Smith Anglin Financial
Texas
$819K -$60.8K -156 -7%
SWM
2628
Seed Wealth Management
Illinois
$818K – – –
CL
2629
COWA LLC
Oklahoma
$817K – – –
AFCM
2630
Applied Finance Capital Management
Puerto Rico
$816K +$3.9K +10 +0.5%
YIM
2631
Yoffe Investment Management
Pennsylvania
$815K -$390 -1 -0%
SN
2632
Sittner & Nelson
Oregon
$815K -$4.29K -11 -0.5%
PPWM
2633
Paragon Private Wealth Management
Kentucky
$814K +$33.1K +85 +4%
PWMA
2634
Pension & Wealth Management Advisors
Massachusetts
$811K +$101K +260 +13%
MPW
2635
Monterey Private Wealth
California
$811K -$18.3K -47 -2%
OCM
2636
Orion Capital Management
California
$810K +$11.7K +30 +1%
OWA
2637
Opal Wealth Advisors
New York
$809K +$13.6K +35 +2%
NSB
2638
Norway Savings Bank
Maine
$808K -$44.8K -115 -5%
SFPG
2639
Stonebridge Financial Planning Group
Florida
$806K +$24.6K +63 +3%
SFWA
2640
Summit Financial Wealth Advisors
Louisiana
$805K +$21.4K +55 +3%
HWM
2641
Hohimer Wealth Management
Washington
$804K +$95.5K +245 +13%
WFI
2642
West Family Investments
California
$803K -$223K -572 -21%
UIM
2643
Unified Investment Management
Georgia
$803K -$93.9K -241 -10%
ACM
2644
AUA Capital Management
Pennsylvania
$802K – – –
BA
2645
Ballast Advisors
Minnesota
$801K +$47.5K +122 +6%
PWS
2646
Proactive Wealth Strategies
Georgia
$799K +$46K +118 +6%
CCP
2647
Cushing Capital Partners
Wisconsin
$798K +$68.2K +175 +9%
BSSFA
2648
Baron Silver Stevens Financial Advisors
Florida
$798K +$7.01K +18 +0.8%
DWM
2649
Dogwood Wealth Management
Kansas
$794K +$93.5K +240 +12%
1IA
2650
1620 Investment Advisors
Massachusetts
$794K -$4.68K -12 -0.6%
104 105
106
107 108