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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1701
Alpha Omega Wealth Management
Virginia
$2.49M +$72.9K +187 +3%
WC
1702
Waterloo Capital
Texas
$2.48M +$362K +930 +16%
RFA
1703
Resurgent Financial Advisors
Georgia
$2.47M -$238K -611 -8%
FFG
1704
Frisch Financial Group
New York
$2.47M -$74K -190 -3%
MFG
1705
Magnus Financial Group
New York
$2.46M -$49.9K -128 -2%
SAM
1706
Secure Asset Management
Michigan
$2.45M -$99.8K -256 -4%
SHGA
1707
Sand Hill Global Advisors
California
$2.45M +$110K +283 +4%
TA
1708
TruWealth Advisors
Louisiana
$2.45M -$14K -36 -0.5%
CNC
1709
Citizens & Northern Corp
Pennsylvania
$2.44M -$42.1K -108 -2%
LA
1710
Lynch & Associates
Indiana
$2.44M +$180K +461 +7%
FAIM
1711
Financial Advocates Investment Management
Washington
$2.44M -$93.1K -239 -3%
IIA
1712
IPG Investment Advisors
California
$2.43M -$117K -300 -4%
LW
1713
Linscomb Wealth
Texas
$2.43M -$87.3K -224 -3%
WA
1714
Wealth Architects
California
$2.43M +$750K +1,924 +41%
CBT
1715
Central Bank & Trust
Kentucky
$2.42M -$67.8K -174 -3%
III
1716
Independent Investors Inc
New York
$2.42M +$237K +608 +10%
MWM
1717
MGB Wealth Management
Texas
$2.42M -$42.9K -110 -2%
GC
1718
Grimes & Company
Massachusetts
$2.41M -$3.51K -9 -0.1%
BMWS
1719
Brady Martz Wealth Solutions
North Dakota
$2.41M +$40.5K +104 +2%
VIA
1720
Vickerman Investment Advisors
Washington
$2.41M +$137K +351 +6%
PIMG
1721
Patriot Investment Management Group
Tennessee
$2.4M -$74K -190 -3%
MWM
1722
Marion Wealth Management
Pennsylvania
$2.4M +$17.1K +44 +0.7%
EAM
1723
Eukles Asset Management
Ohio
$2.4M +$33.1K +85 +1%
PA
1724
Paralel Advisors
Colorado
$2.4M – – –
CT
1725
Clearstead Trust
Maine
$2.4M -$45.6K -117 -2%
67 68
69
70 71