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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2426
WMG Financial Advisors
Tennessee
$677K -$3.05K -10 -0.5%
MMM
2427
Mendel Money Management
Illinois
$675K -$4.57K -15 -0.7%
CSC
2428
Caldwell Sutter Capital
California
$674K +$650K +2,133 New
AA
2429
Apriem Advisors
California
$673K -$35K -115 -5%
HWMG
2430
Hurlow Wealth Management Group
Indiana
$672K +$11.3K +37 +2%
UL
2431
Unionview LLC
Washington
$672K – – –
TC
2432
Titleist Capital
Texas
$670K -$22.2K -73 -3%
PFA
2433
Pathway Financial Advisors
Vermont
$670K – – –
CFP
2434
Catalyst Financial Partners
Massachusetts
$669K +$646K +2,119 New
ECA
2435
Elevated Capital Advisors
Utah
$668K +$644K +2,115 New
SC
2436
Saiph Capital
New Jersey
$668K -$9.14K -30 -1%
MA
2437
MONECO Advisors
Connecticut
$666K +$27.4K +90 +4%
PTC
2438
Philadelphia Trust Company
Pennsylvania
$665K – – –
SIC
2439
Samalin Investment Counsel
New York
$662K +$1.83K +6 +0.3%
CAL
2440
Capital Advisors Ltd
Ohio
$661K +$33.2K +109 +4%
CSA
2441
Cottage Street Advisors
Massachusetts
$659K +$1.09B +3,567,063 +26,658%
W
2442
Wealthquest
Ohio
$658K -$4.26K -14 -0.7%
LWAM
2443
Legacy Wealth Asset Management
Minnesota
$658K +$914 +3 +0.1%
SHJ
2444
Sharkey, Howes & Javer
Colorado
$658K +$305 +1 +0%
OBWG
2445
Onyx Bridge Wealth Group
New York
$657K -$9.44K -31 -1%
SWIG
2446
Strategic Wealth Investment Group
Kentucky
$657K +$153K +502 +33%
ESBC
2447
E.S. Barr & Co
Kentucky
$657K – – –
WAL
2448
W Advisors LLC
Tennessee
$657K +$14.3K +47 +2%
OA
2449
Oxbow Advisors
Texas
$656K -$14K -46 -2%
ASBI
2450
American State Bank (Iowa)
Iowa
$656K +$40.8K +134 +7%
96 97
98
99 100