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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2301
Paulson Wealth Management
Illinois
$997K -$17.9K -47 -2%
SLT
2302
St Louis Trust
Missouri
$997K – – –
TFA
2303
Trinity Financial Advisors
Ohio
$997K – – –
MLFP
2304
MPS Loria Financial Planners
Illinois
$997K +$1.52K +4 +0.2%
MTIC
2305
Missouri Trust & Investment Company
Missouri
$997K +$914K +2,402 New
HHGA
2306
Halbert Hargrove Global Advisors
California
$996K -$73.9K -194 -7%
GB
2307
Goepper Burkhardt
South Carolina
$996K -$2.67K -7 -0.3%
MA
2308
MBA Advisors
Pennsylvania
$996K +$333K +875 +57%
WF
2309
Wayfinding Financial
Washington
$995K +$1.06M +2,792 New
BA
2310
Bridge Advisory
California
$994K +$544K +1,429 +148%
UL
2311
Unionview LLC
Washington
$990K +$908K +2,386 New
OMIC
2312
Old Mission Investment Co
Michigan
$989K +$16.8K +44 +2%
FP
2313
Financial Perspectives
Minnesota
$987K – – –
BFWA
2314
Benchmark Financial Wealth Advisors
Florida
$986K +$130K +341 +17%
MCM
2315
McRae Capital Management
New Jersey
$985K +$57.1K +150 +7%
NAS
2316
Nicolet Advisory Services
Wisconsin
$984K -$134K -352 -13%
SFG
2317
Sovereign Financial Group
Connecticut
$984K +$223K +586 +33%
CHP
2318
Cable Hill Partners
Oregon
$980K +$29.3K +77 +3%
GCA
2319
Gradient Capital Advisors
California
$978K +$16.4K +43 +2%
PFT
2320
Providence First Trust
Arizona
$975K -$3.11M -8,165 -78%
KLCM
2321
KG&L Capital Management
Louisiana
$975K -$928K -2,437 -51%
VFA
2322
Voya Financial Advisors
Connecticut
$975K -$247K -648 -21%
TC
2323
Trust Company
Kansas
$975K -$6.09K -16 -0.7%
IFG
2324
Investors Financial Group
Minnesota
$974K +$1.9K +5 +0.2%
SFG
2325
Sunburst Financial Group
Alabama
$973K +$108K +284 +14%
91 92
93
94 95