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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2326
Clarus Group
Texas
$363K -$24.6K -497 -6%
HIG
2327
Heritage Investment Group
Florida
$363K +$14.9K +300 +4%
MW
2328
MBL Wealth
North Carolina
$363K +$363K +7,326 New
WAG
2329
Winthrop Advisory Group
Massachusetts
$362K -$50 -1 -0%
AC
2330
AlphaCore Capital
California
$362K +$362K +7,303 New
PFGIA
2331
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$168K -3,387 -32%
OFS
2332
OneAscent Financial Services
Alabama
$360K -$1.24K -25 -0.3%
EHAM
2333
Eagle Harbor Asset Management
Washington
$360K -$16.1K -325 -4%
FAT
2334
First American Trust
California
$359K – – –
TWM
2335
Tradition Wealth Management
Minnesota
$359K +$23.3K +470 +7%
CT
2336
Columbia Trust
Oregon
$358K -$24.4K -492 -6%
IP
2337
Ignite Planners
California
$358K -$5.6K -113 -1%
PIA
2338
Pinion Investment Advisors
Kansas
$358K +$2.73K +55 +0.8%
IAG
2339
Investment Advisory Group
Massachusetts
$358K +$77.1K +1,556 +27%
CAC
2340
Certified Advisory Corp
Florida
$357K -$942 -19 -0.3%
ACA
2341
Aspire Capital Advisors
Washington
$357K +$357K +7,211 New
WP
2342
WealthShield Partners
North Carolina
$356K -$16.1K -325 -4%
SRIM
2343
Saratoga Research & Investment Management
California
$356K – – –
IAP
2344
Indie Asset Partners
Indiana
$356K +$50.6K +1,020 +17%
III
2345
Independent Investors Inc
New York
$355K -$94.2K -1,900 -21%
WCM
2346
Wedge Capital Management
North Carolina
$355K +$9.42K +190 +3%
KIG
2347
Kowal Investment Group
Wisconsin
$355K +$79.1K +1,596 +29%
JCM
2348
Jag Capital Management
Missouri
$354K – – –
TWM
2349
Thrive Wealth Management
Pennsylvania
$353K +$48.1K +971 +16%
PBO
2350
Peoples Bank (Ohio)
Ohio
$353K +$70.5K +1,423 +25%
92 93
94
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