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Name Holding Trade Value Shares
Change 		Change in
Stake
NWAG
2701
Net Worth Advisory Group
Utah
$287K -$61K -886 -17%
CFP
2702
Curran Financial Partners
South Carolina
$287K +$26.6K +386 +10%
WG
2703
Watchman Group
Texas
$286K – – –
HFS
2704
Hoge Financial Services
Pennsylvania
$285K -$11.1K -161 -4%
CWM
2705
Concentrum Wealth Management
California
$285K +$296K +4,298 New
SCM
2706
SOL Capital Management
Maryland
$285K +$18.4K +268 +7%
ANB
2707
Amarillo National Bank
Texas
$284K +$12.7K +185 +5%
AWM
2708
Ariadne Wealth Management
California
$284K -$18.5K -269 -6%
GT
2709
GreatBanc Trust
Illinois
$284K +$295K +4,280 New
NFW
2710
Noble Family Wealth
Florida
$284K +$90.2K +1,310 +44%
PWM
2711
Palumbo Wealth Management
New York
$283K -$37K -538 -10%
BEAM
2712
Baker Ellis Asset Management
Washington
$283K +$7.98K +116 +3%
WTB
2713
Washington Trust Bank
Washington
$282K +$293K +4,254 New
OFO
2714
OneAscent Family Office
Alabama
$282K +$5.92K +86 +2%
VPP
2715
Vertex Planning Partners
Illinois
$282K +$9.22K +134 +3%
MWM
2716
Manske Wealth Management
Texas
$282K +$2.34K +34 +0.8%
VC
2717
Vicus Capital
Pennsylvania
$281K +$13.4K +195 +5%
TSWM
2718
Triangle Securities Wealth Management
North Carolina
$280K +$291K +4,228 New
WCP
2719
Wealthcare Capital Partners
Pennsylvania
$280K -$3.23K -47 -1%
HB
2720
Horizon Bancorp
Indiana
$280K +$90.8K +1,319 +45%
FWP
2721
Falcon Wealth Planning
California
$280K -$20.4K -297 -7%
CFO
2722
Colony Family Offices
North Carolina
$280K – – –
EL
2723
EWA LLC
Pennsylvania
$279K -$66.9K -972 -19%
MFG
2724
Mosaic Financial Group
Illinois
$279K – – –
DFP
2725
Defined Financial Planning
California
$279K -$8.67K -126 -3%
107 108
109
110 111