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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2176
Mattern Wealth Management
Kansas
$614K -$1.39K -20 -0.2%
TT
2177
TI-Trust
Illinois
$614K +$5.09K +73 +0.8%
DM
2178
Diversified Management
Wisconsin
$613K +$611K +8,765 New
FCMT
2179
Founders Capital Management (Texas)
Texas
$613K – – –
BIAS
2180
Beacon Investment Advisory Services
New Jersey
$613K +$13K +186 +2%
SFG
2181
Snider Financial Group
Washington
$612K -$12.9K -185 -2%
OWA
2182
Octavia Wealth Advisors
Ohio
$612K -$9.13K -131 -1%
SPWM
2183
Spartan Planning & Wealth Management
North Carolina
$611K +$609K +8,740 New
FA
2184
Fagan Associates
New York
$609K +$2.58K +37 +0.4%
MCM
2185
Maple Capital Management
Vermont
$607K -$48.2K -692 -7%
LEA
2186
Legacy Edge Advisors
New York
$606K +$697 +10 +0.1%
JWM
2187
Jeppson Wealth Management
California
$605K – – –
WP
2188
WealthPLAN Partners
Nebraska
$605K +$197K +2,833 +49%
WIA
2189
Westbourne Investment Advisors
Maryland
$602K – – –
SC
2190
Searle & Co
Connecticut
$602K +$90.6K +1,300 +18%
AHL
2191
Abel Hall LLC
Louisiana
$601K +$95.4K +1,369 +19%
KFA
2192
Kelleher Financial Advisors
New York
$601K +$1.39K +20 +0.2%
RWM
2193
Riverbend Wealth Management
South Carolina
$601K +$41.5K +595 +7%
T
2194
TrustBank
Illinois
$599K +$597K +8,561 New
CS
2195
Capital Square
Tennessee
$598K +$1.11K +16 +0.2%
CNB
2196
Camden National Bank
Maine
$597K -$76.5K -1,098 -11%
MIP
2197
Marietta Investment Partners
Wisconsin
$596K -$243K -3,488 -29%
VCP
2198
Verus Capital Partners
Arizona
$596K +$43.4K +623 +8%
CIA
2199
Cladis Investment Advisory
Montana
$596K +$139 +2 +0%
RA
2200
Rise Advisors
New York
$595K -$41.8K -599 -7%
86 87
88
89 90