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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
2726
Chancellor Financial Group WB
Pennsylvania
$719K – – –
LBC
2727
Leigh Baldwin & Co
New York
$717K -$3.51K -9 -0.5%
KA
2728
Kozak & Associates
Colorado
$716K -$10.9K -28 -1%
BBNB
2729
Baker Boyer National Bank
Washington
$715K – – –
FSC
2730
Full Sail Capital
Oklahoma
$714K +$86.5K +222 +13%
MHWM
2731
Montz Harcus Wealth Management
Louisiana
$713K +$2.34K +6 +0.3%
FSA
2732
Financial Security Advisor
Virginia
$713K +$81.8K +210 +12%
MFWP
2733
Mosaic Family Wealth Partners
Missouri
$712K +$26.1K +67 +4%
TL
2734
Tradewinds LLC
North Carolina
$709K -$22.6K -58 -3%
SFGP
2735
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$708K +$10.5K +27 +1%
GIM
2736
Guardian Investment Management
California
$708K -$156K -400 -17%
BFWA
2737
Benchmark Financial Wealth Advisors
Florida
$707K -$17.1K -44 -2%
TFM
2738
TFC Financial Management
Massachusetts
$705K -$122K -312 -14%
MCM
2739
Magnolia Capital Management
New York
$704K – – –
MAC
2740
Mason & Associates (California)
California
$703K -$2.73K -7 -0.4%
PHWM
2741
Pine Harbor Wealth Management
Maryland
$702K -$779 -2 -0.1%
AWA
2742
Amplius Wealth Advisors
Pennsylvania
$700K -$220K -564 -23%
EPIM
2743
Evelyn Partners Investment Management
$700K -$70.2K -180 -9%
RF
2744
Roxbury Financial
New Jersey
$699K -$18.7K -48 -3%
MWS
2745
MFA Wealth Services
California
$699K -$46.4K -119 -6%
WIM
2746
Waverton Investment Management
United Kingdom
$698K -$218K -559 -23%
HA
2747
Helium Advisors
Washington
$697K -$19.1K -49 -3%
OIM
2748
Oder Investment Management
California
$695K – – –
NP
2749
Ninepoint Partners
Ontario, Canada
$695K +$739K +1,896 New
AIA
2750
Allied Investment Advisors
Montana
$694K – – –
108 109
110
111 112