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Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
2326
Heritage Investment Group
Florida
$363K +$14.9K +300 +4%
MW
2327
MBL Wealth
North Carolina
$363K +$363K +7,326 New
WAG
2328
Winthrop Advisory Group
Massachusetts
$362K -$50 -1 -0%
AC
2329
AlphaCore Capital
California
$362K +$362K +7,303 New
PFGIA
2330
Patriot Financial Group Insurance Agency
Massachusetts
$361K -$168K -3,387 -32%
OFS
2331
OneAscent Financial Services
Alabama
$360K -$1.24K -25 -0.3%
EHAM
2332
Eagle Harbor Asset Management
Washington
$360K -$16.1K -325 -4%
FAT
2333
First American Trust
California
$359K – – –
TWM
2334
Tradition Wealth Management
Minnesota
$359K +$23.3K +470 +7%
CT
2335
Columbia Trust
Oregon
$358K -$24.4K -492 -6%
IP
2336
Ignite Planners
California
$358K -$5.6K -113 -1%
PIA
2337
Pinion Investment Advisors
Kansas
$358K +$2.73K +55 +0.8%
IAG
2338
Investment Advisory Group
Massachusetts
$358K +$77.1K +1,556 +27%
CAC
2339
Certified Advisory Corp
Florida
$357K -$942 -19 -0.3%
ACA
2340
Aspire Capital Advisors
Washington
$357K +$357K +7,211 New
WP
2341
WealthShield Partners
North Carolina
$356K -$16.1K -325 -4%
SRIM
2342
Saratoga Research & Investment Management
California
$356K – – –
IAP
2343
Indie Asset Partners
Indiana
$356K +$50.6K +1,020 +17%
III
2344
Independent Investors Inc
New York
$355K -$94.2K -1,900 -21%
WCM
2345
Wedge Capital Management
North Carolina
$355K +$9.42K +190 +3%
KIG
2346
Kowal Investment Group
Wisconsin
$355K +$79.1K +1,596 +29%
JCM
2347
Jag Capital Management
Missouri
$354K – – –
TWM
2348
Thrive Wealth Management
Pennsylvania
$353K +$48.1K +971 +16%
PBO
2349
Peoples Bank (Ohio)
Ohio
$353K +$70.5K +1,423 +25%
JWM
2350
Janiczek Wealth Management
Colorado
$353K +$75.3K +1,519 +27%
92 93
94
95 96