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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2076
Capital Square
Tennessee
$462K -$38.1K -601 -8%
MGIA
2077
Matthew Goff Investment Advisor
Texas
$461K – – –
PCFFS
2078
Pacific Center for Financial Services
California
$461K – – –
UWPG
2079
Ullmann Wealth Partners Group
Florida
$460K -$1.2K -19 -0.3%
SMA
2080
Sage Mountain Advisors
Georgia
$460K +$28.3K +446 +6%
BCB
2081
Brian C. Broderick
$459K – – –
CI
2082
Carroll Investors
South Carolina
$459K – – –
RP
2083
Riverbridge Partners
Minnesota
$459K – – –
MHWM
2084
Montz Harcus Wealth Management
Louisiana
$459K +$2.85K +45 +0.6%
FNC
2085
First National Corp
Massachusetts
$459K +$4.88K +77 +1%
TWM
2086
Tradition Wealth Management
Minnesota
$459K +$21K +332 +5%
GL
2087
Graypoint LLC
New York
$458K -$321K -5,059 -41%
NP
2088
Ninepoint Partners
Ontario, Canada
$457K – – –
AA
2089
Advisory Alpha
Michigan
$457K +$57.4K +906 +14%
CAGAS
2090
Capital Advisory Group Advisory Services
Minnesota
$456K -$824 -13 -0.2%
OWM
2091
OneAscent Wealth Management
Alabama
$455K -$22.2K -350 -5%
KLCM
2092
KG&L Capital Management
Louisiana
$455K +$50.9K +803 +12%
PCI
2093
Planning Center Inc
Illinois
$454K +$4.82K +76 +1%
TC
2094
Trust Company
Kansas
$453K -$10.5K -166 -2%
HVIA
2095
Hudson Valley Investment Advisors
New York
$452K – – –
FAG
2096
Financial Advisory Group
Texas
$451K – – –
HA
2097
Herold Advisors
New York
$451K +$380 +6 +0.1%
MKC
2098
M. Kraus & Co
Vermont
$450K – – –
CPA
2099
Cardiff Park Advisors
California
$450K +$4.82K +76 +1%
ACP
2100
Aviance Capital Partners
Florida
$450K +$14.1K +223 +3%
82 83
84
85 86