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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2801
Fountainhead AM
New Jersey
$713K +$378K +925 +102%
LJHT
2802
Laurie J. Hall Trustee
$711K – – –
FP
2803
Financial Perspectives
Minnesota
$710K +$31K +76 +4%
RWRC
2804
R.W. Roge & Company
New York
$709K – – –
WAM
2805
Werlinich Asset Management
Connecticut
$708K – – –
OCG
2806
Opus Capital Group
Ohio
$708K -$112K -273 -13%
EBA
2807
Eagle Bay Advisors
New York
$708K -$57.2K -140 -7%
HFS
2808
Howard Financial Services
Texas
$706K +$86.2K +211 +13%
PB
2809
Pinnacle Bancorp
Nebraska
$705K -$14.3K -35 -2%
CG
2810
Clifford Group
Massachusetts
$704K +$3.68K +9 +0.5%
MPWS
2811
McCarter Private Wealth Services
Massachusetts
$703K +$6.54K +16 +0.9%
SHFA
2812
Sherrill & Hutchins Financial Advisory
Georgia
$702K +$2.04K +5 +0.3%
AC
2813
Asio Capital
Kentucky
$702K -$2.86K -7 -0.4%
SFG
2814
Seamount Financial Group
Colorado
$702K -$13.9K -34 -2%
FB
2815
Finward Bancorp
Indiana
$700K +$735K +1,800 New
PAS
2816
Professional Advisory Services
Florida
$700K – – –
PCA
2817
Purkiss Capital Advisors
Connecticut
$698K +$733K +1,795 New
BFPW
2818
BOK Financial Private Wealth
Colorado
$697K -$341K -835 -32%
NCM
2819
Noesis Capital Mangement
Florida
$697K -$252K -616 -26%
SWG
2820
Summit Wealth Group
Vermont
$696K -$5.31K -13 -0.7%
MKW
2821
Mullaney, Keating & Wright
Connecticut
$696K +$2.04K +5 +0.3%
WWP
2822
WR Wealth Planners
Missouri
$695K -$170K -415 -19%
FI
2823
Finivi Inc
Massachusetts
$693K +$32.3K +79 +5%
GFG
2824
Goldstone Financial Group
Illinois
$692K +$156K +383 +27%
SWIM
2825
Smallwood Wealth Investment Management
New Jersey
$691K – – –
111 112
113
114 115