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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2151
Mattern Wealth Management
Kansas
$693K +$13.2K +48 +2%
HIM
2152
Hanlon Investment Management
New Jersey
$692K +$134K +489 +23%
FIB
2153
First Interstate Bank
Montana
$691K +$3.3K +12 +0.5%
LIP
2154
Liontrust Investment Partners
United Kingdom
$691K +$715K +2,600 New
LAIC
2155
Lederer & Associates Investment Counsel
California
$690K +$48.7K +177 +7%
AWM
2156
Apollon Wealth Management
South Carolina
$689K -$311K -1,132 -30%
WCM
2157
Windsor Capital Management
Arizona
$689K +$16.8K +61 +2%
NFSG
2158
Newbridge Financial Services Group
Florida
$689K +$30.5K +111 +4%
CAM
2159
Concorde Asset Management
Michigan
$685K -$5.22K -19 -0.7%
AWA
2160
AmeriServ Wealth Advisors
Pennsylvania
$685K +$709K +2,579 New
BI
2161
Ballast Inc
Kentucky
$683K -$48.4K -176 -6%
RCA
2162
Rowland Carmichael Advisors
Arizona
$683K +$62.4K +227 +10%
IIC
2163
Integrated Investment Consultants
Michigan
$682K -$7.42K -27 -1%
VC
2164
Veracity Capital
Georgia
$682K +$70.9K +258 +11%
CFFP
2165
Center for Financial Planning
Michigan
$681K +$13.7K +50 +2%
CNB
2166
Camden National Bank
Maine
$681K +$62.1K +226 +10%
OFS
2167
OneAscent Financial Services
Alabama
$681K +$705K +2,564 New
LOPW
2168
Live Oak Private Wealth
North Carolina
$679K -$10.7K -39 -2%
RCC
2169
Red Cedar Capital
Nebraska
$678K – – –
APG
2170
Abacus Planning Group
South Carolina
$677K -$195K -708 -22%
OIA
2171
Optimum Investment Advisors
Illinois
$677K +$14.8K +54 +2%
APW
2172
Acima Private Wealth
Virginia
$677K +$41.2K +150 +6%
PPG
2173
Peak Planning Group
Colorado
$676K +$112K +409 +19%
CHP
2174
Cable Hill Partners
Oregon
$675K -$67.6K -246 -9%
MAG
2175
MRA Advisory Group
New Jersey
$674K +$698K +2,538 New
85 86
87
88 89