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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2726
Sunflower Bank
Texas
$707K +$41.8K +114 +6%
CWP
2727
Core Wealth Partners
California
$707K -$866K -2,363 -54%
BBNB
2728
Baker Boyer National Bank
Washington
$706K +$9.52K +26 +1%
AFCM
2729
Applied Finance Capital Management
Puerto Rico
$706K -$145K -396 -16%
MWS
2730
MFA Wealth Services
California
$705K +$26.4K +72 +4%
CIA
2731
Cape Investment Advisory
Georgia
$704K +$580K +1,583 +341%
SPL
2732
Smart Portfolios LLC
Washington
$704K -$11K -30 -1%
CFC
2733
Client First Capital
California
$702K +$747K +2,040 New
VAF
2734
Values Added Financial
District of Columbia
$701K -$43.2K -118 -5%
MFWP
2735
Mosaic Family Wealth Partners
Missouri
$699K -$6.23K -17 -0.8%
LWAM
2736
Legacy Wealth Asset Management
Minnesota
$698K +$15K +41 +2%
BWS
2737
Buck Wealth Strategies
Colorado
$697K +$30K +82 +4%
GLLW
2738
Graves Light Lenhart Wealth
Virginia
$696K -$4.03K -11 -0.5%
CFG
2739
Chapman Financial Group
Hawaii
$695K -$14.3K -39 -2%
DCM
2740
DGS Capital Management
New Jersey
$695K -$158K -432 -18%
IWP
2741
Invenio Wealth Partners
Florida
$694K -$69.6K -190 -9%
TFP
2742
Tilia Fiduciary Partners
North Carolina
$693K – – –
CCP
2743
Cushing Capital Partners
Wisconsin
$693K -$39.6K -108 -5%
4A
2744
4Wealth Advisors
Illinois
$692K +$61.2K +167 +9%
SFGP
2745
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$690K +$22K +60 +3%
TIP
2746
Tandem Investment Partners
New Jersey
$690K -$82.8K -226 -10%
BFAG
2747
Blackston Financial Advisory Group
Florida
$690K +$29.3K +80 +4%
MAC
2748
Mason & Associates (California)
California
$689K +$38.8K +106 +6%
ASC
2749
Atalanta Sosnoff Capital
New York
$688K -$55.3M -150,999 -99%
PA
2750
PSI Advisors
Florida
$688K +$139K +380 +23%
108 109
110
111 112