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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2326
Financial Perspectives
Minnesota
$746K +$38.9K +112 +5%
FI
2327
FIDELIS iM
Oregon
$745K +$3.12K +9 +0.4%
GB
2328
Goepper Burkhardt
South Carolina
$745K +$30.2K +87 +4%
CCFP
2329
Charles Carroll Financial Partners
Massachusetts
$745K +$694K +2,000 +408%
WCM
2330
Wealthcare Capital Management
Virginia
$744K +$103K +297 +14%
EW
2331
Evoke Wealth
California
$741K -$295K -850 -26%
IBOK
2332
Independence Bank of Kentucky
Kentucky
$741K +$122K +352 +17%
CG
2333
Cutler Group
California
$741K +$859K +2,476 New
ITIM
2334
Indiana Trust & Investment Management
Indiana
$740K -$17.3K -50 -2%
FNC
2335
First National Corp
Massachusetts
$739K -$9.37K -27 -1%
IIC
2336
Integrated Investment Consultants
Michigan
$738K -$11.1K -32 -1%
PWM
2337
Paulson Wealth Management
Illinois
$738K +$21.5K +62 +3%
CHP
2338
Cable Hill Partners
Oregon
$738K +$36.4K +105 +4%
COCM
2339
Charter Oak Capital Management
New Hampshire
$732K -$7.63K -22 -0.9%
APW
2340
Acima Private Wealth
Virginia
$730K – – –
MFGM
2341
Marshall Financial Group (Maryland)
Maryland
$730K +$694 +2 +0.1%
GIM
2342
Groesbeck Investment Management
New Jersey
$728K – – –
CAL
2343
Capital Advisors Ltd
Ohio
$727K +$142K +410 +20%
TIM
2344
Tevis Investment Management
Texas
$727K +$227K +655 +36%
TFM
2345
TFC Financial Management
Massachusetts
$725K +$347 +1 +0%
AWA
2346
Amplius Wealth Advisors
Pennsylvania
$725K +$70.8K +204 +9%
WDL
2347
Well Done LLC
Michigan
$724K -$50.3K -145 -6%
TWI
2348
Thomas White International
Illinois
$723K – – –
IA
2349
IFG Advisors
Missouri
$723K +$1.73K +5 +0.2%
MLFP
2350
MPS Loria Financial Planners
Illinois
$721K +$2.43K +7 +0.3%
92 93
94
95 96