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Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
2176
Signature Estate & Investment Advisors
California
$538K +$215K +794 +70%
GFP
2177
Gryphon Financial Partners
Ohio
$535K +$10.8K +40 +2%
BWA
2178
Beam Wealth Advisors
Louisiana
$535K +$16K +59 +3%
HB
2179
Horizon Bancorp
Indiana
$532K +$38.5K +142 +8%
CWM
2180
CCG Wealth Management
California
$530K -$25.2K -93 -5%
QCIG
2181
Quad-Cities Investment Group
Iowa
$530K +$3.25K +12 +0.6%
SCA
2182
Sippican Capital Advisors
Massachusetts
$529K +$36.6K +135 +8%
ZCA
2183
Zeke Capital Advisors
Pennsylvania
$528K +$41.7K +154 +9%
PSP
2184
Principal Street Partners
Tennessee
$526K -$6.5K -24 -1%
FMW
2185
Farr Miller & Washington
District of Columbia
$526K – – –
PWM
2186
Paulson Wealth Management
Illinois
$524K +$20K +74 +4%
ECM
2187
Elgethun Capital Management
South Dakota
$521K – – –
FC
2188
Financial Consulate
Maryland
$520K +$19.5K +72 +4%
RWMH
2189
Riverpoint Wealth Management Holdings
Illinois
$518K +$542 +2 +0.1%
MHR
2190
Matthew Hamilton Rosenberg
$515K +$813 +3 +0.2%
ECM
2191
ExodusPoint Capital Management
New York
$513K -$3.8M -14,046 -88%
NEGWA
2192
New England Guild Wealth Advisors
Connecticut
$513K – – –
CFSG
2193
Community Financial Services Group
Vermont
$512K -$5.42K -20 -1%
CCA
2194
Clearwater Capital Advisors
Illinois
$512K – – –
OPTFSNA
2195
Old Point Trust & Financial Services N A
Virginia
$512K – – –
SNB
2196
Security National Bank
Nebraska
$510K -$12.2K -45 -2%
FWP
2197
FAS Wealth Partners
Kansas
$509K +$18.7K +69 +4%
RICHC
2198
Renaissance Investment Consultants Holding Company
Pennsylvania
$509K +$60.9K +225 +14%
PRC
2199
Pearl River Capital
Michigan
$507K -$432K -1,596 -47%
GAM
2200
Gould Asset Management
California
$507K +$81.3K +300 +20%
86 87
88
89 90