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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1551
Silvia McColl Wealth Management
California
$308K – – –
RPWA
1552
Regent Peak Wealth Advisors
Georgia
$308K +$223K +9,185 New
1WM
1553
1900 Wealth Management
Texas
$307K +$222K +9,159 New
AWA
1554
AmeriServ Wealth Advisors
Pennsylvania
$305K -$12.5K -516 -5%
FB
1555
First Bancorp
Maine
$305K -$3.88K -160 -2%
SFP
1556
Shepherd Financial Partners
Massachusetts
$305K -$36.4K -1,503 -14%
SFS
1557
Symphony Financial Services
Ohio
$304K +$220K +9,066 New
IP
1558
Ignite Planners
California
$303K -$12.7K -523 -5%
BHWA
1559
Beacon Harbor Wealth Advisors
Virginia
$302K – – –
TTWM
1560
TCV Trust & Wealth Management
Virginia
$302K +$218K +9,010 New
WTB
1561
Washington Trust Bank
Washington
$302K +$218K +8,999 New
LA
1562
Lynch & Associates
Indiana
$301K -$252K -10,410 -54%
FNB
1563
Farmers National Bank
Kentucky
$301K -$66.7K -2,754 -23%
BWS
1564
Broadway Wealth Solutions
Texas
$301K +$217K +8,960 New
SHFA
1565
SS&H Financial Advisors
Michigan
$300K -$4.84K -200 -2%
LA
1566
LVW Advisors
New York
$299K +$216K +8,917 New
MFWP
1567
Mosaic Family Wealth Partners
Missouri
$299K +$210K +8,675 New
GFA
1568
Gallagher Fiduciary Advisors
Illinois
$299K -$7.56K -312 -3%
CA
1569
Capital Advantage
California
$299K -$46.3K -1,910 -18%
FFWM
1570
Future Financial Wealth Management
Ohio
$299K -$6.06K -250 -3%
RFA
1571
Resurgent Financial Advisors
Georgia
$299K +$216K +8,900 New
TWP
1572
Tempus Wealth Planning
California
$299K -$731K -30,170 -77%
AWC
1573
Abundance Wealth Counselors
Pennsylvania
$298K -$169K -6,956 -44%
RB
1574
Rodgers Brothers
Pennsylvania
$298K -$1.13M -46,633 -84%
BC
1575
Bridgefront Capital
Texas
$297K +$215K +8,866 New
61 62
63
64 65