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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
2626
Northstar Financial Companies
Pennsylvania
$820K -$67.8K -174 -7%
SCP
2627
Shorepoint Capital Partners
Massachusetts
$820K +$196K +503 +29%
OL
2628
Optas LLC
Texas
$819K -$33.5K -86 -4%
MWA
2629
Medallion Wealth Advisors
Connecticut
$819K +$37.4K +96 +4%
SAF
2630
Smith Anglin Financial
Texas
$819K -$60.8K -156 -7%
SWM
2631
Seed Wealth Management
Illinois
$818K – – –
CL
2632
COWA LLC
Oklahoma
$817K – – –
AFCM
2633
Applied Finance Capital Management
Puerto Rico
$816K +$3.9K +10 +0.5%
YIM
2634
Yoffe Investment Management
Pennsylvania
$815K -$390 -1 -0%
SN
2635
Sittner & Nelson
Oregon
$815K -$4.29K -11 -0.5%
PPWM
2636
Paragon Private Wealth Management
Kentucky
$814K +$33.1K +85 +4%
PWMA
2637
Pension & Wealth Management Advisors
Massachusetts
$811K +$101K +260 +13%
MPW
2638
Monterey Private Wealth
California
$811K -$18.3K -47 -2%
OCM
2639
Orion Capital Management
California
$810K +$11.7K +30 +1%
OWA
2640
Opal Wealth Advisors
New York
$809K +$13.6K +35 +2%
NSB
2641
Norway Savings Bank
Maine
$808K -$44.8K -115 -5%
SFPG
2642
Stonebridge Financial Planning Group
Florida
$806K +$24.6K +63 +3%
SFWA
2643
Summit Financial Wealth Advisors
Louisiana
$805K +$21.4K +55 +3%
HWM
2644
Hohimer Wealth Management
Washington
$804K +$95.5K +245 +13%
WFI
2645
West Family Investments
California
$803K -$223K -572 -21%
UIM
2646
Unified Investment Management
Georgia
$803K -$93.9K -241 -10%
ACM
2647
AUA Capital Management
Pennsylvania
$802K – – –
BA
2648
Ballast Advisors
Minnesota
$801K +$47.5K +122 +6%
PWS
2649
Proactive Wealth Strategies
Georgia
$799K +$46K +118 +6%
CCP
2650
Cushing Capital Partners
Wisconsin
$798K +$68.2K +175 +9%
104 105
106
107 108