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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2501
PSI Advisors
Florida
$140K -$265K -5,940 -65%
RDFA
2502
Ritter Daniher Financial Advisory
Ohio
$139K -$3.56K -80 -2%
M
2503
MOTCO
Texas
$138K -$134 -3 -0.1%
OSNBOA
2504
Old Second National Bank of Aurora
Illinois
$136K -$49K -1,100 -26%
AFG
2505
Albion Financial Group
Utah
$135K – – –
FIM
2506
Fernwood Investment Management
Massachusetts
$134K +$135K +3,030 New
PP
2507
Pacifica Partners
Canada
$133K +$11.1K +250 +9%
EFP
2508
EnRich Financial Partners
Wisconsin
$132K +$133K +2,983 New
RA
2509
Rise Advisors
New York
$130K +$99.1K +2,224 +308%
IPW
2510
Impact Partnership Wealth
Georgia
$127K -$3.12K -70 -2%
CFG
2511
CKW Financial Group
Hawaii
$126K – – –
WBC
2512
West Branch Capital
Massachusetts
$124K +$118K +2,647 +1,595%
MLA
2513
MB, Levis & Associates
Pennsylvania
$123K – – –
NFSG
2514
Newbridge Financial Services Group
Florida
$120K +$8.2K +184 +7%
CCMI
2515
Creative Capital Management Investments
California
$120K -$19.3K -433 -14%
PP
2516
PFS Partners
New Jersey
$119K -$13.4K -300 -10%
EC
2517
EntryPoint Capital
New York
$118K +$119K +2,677 New
WAM
2518
WFA Asset Management
Wisconsin
$118K -$1.69M -37,975 -93%
AW
2519
Avion Wealth
Texas
$116K -$1.47K -33 -1%
PWMA
2520
Pension & Wealth Management Advisors
Massachusetts
$114K – – –
CTA
2521
Colonial Trust Advisors
South Carolina
$114K +$3.21K +72 +3%
SOW
2522
State of Wyoming
Wyoming
$113K +$105K +2,349 +1,082%
CBT
2523
CoreFirst Bank & Trust
Kansas
$113K -$40.1K -900 -26%
CWM
2524
CarsonAllaria Wealth Management
Illinois
$111K +$18.3K +410 +20%
MCA
2525
Maryland Capital Advisors
Maryland
$110K – – –
99 100
101
102 103