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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2251
NovaPoint Capital
Georgia
$681K +$662K +8,380 New
SLT
2252
St Louis Trust
Missouri
$680K – – –
OCM
2253
Orser Capital Management
Texas
$680K – – –
PF
2254
Prota Financial
Texas
$679K -$7.98K -101 -1%
FCB
2255
First County Bank
Connecticut
$678K -$12.1K -153 -2%
MWM
2256
Maridea Wealth Management
New York
$677K +$420K +5,312 +176%
DWMS
2257
Dominguez Wealth Management Solutions
Virginia
$675K +$474 +6 +0.1%
FNBSF
2258
First National Bank Sioux Falls
South Dakota
$674K – – –
MHWM
2259
Montz Harcus Wealth Management
Louisiana
$672K +$4.42K +56 +0.7%
AWA
2260
Arbor Wealth Advisors
Michigan
$672K – – –
KMWM
2261
Keudell/Morrison Wealth Management
Oregon
$671K -$136K -1,728 -17%
IFS
2262
Ifrah Financial Services
Arkansas
$670K +$632 +8 +0.1%
5NPW
2263
55 North Private Wealth
Florida
$670K +$134K +1,693 +26%
TSW
2264
Three Seasons Wealth
Utah
$669K – – –
CP
2265
Canopy Partners
Ohio
$667K +$37.4K +473 +6%
MFT
2266
Moisand Fitzgerald Tamayo
Florida
$666K +$12.6K +159 +2%
SEEDPG
2267
S.E.E.D. Planning Group
New York
$665K -$27.6K -349 -4%
WPA
2268
Wealth Preservation Advisors
Tennessee
$665K +$376K +4,766 +139%
SEA
2269
Stegent Equity Advisors
Texas
$664K +$231K +2,924 +56%
IAS
2270
Integrity Advisory Solutions
Texas
$664K +$143K +1,814 +29%
PAG
2271
Private Advisory Group
Washington
$663K +$3.24K +41 +0.5%
GFPC
2272
Global Financial Private Client
Florida
$663K +$1.42K +18 +0.2%
GWA
2273
Gratus Wealth Advisors
Virginia
$660K +$47.8K +605 +8%
BFG
2274
Birch Financial Group
New Hampshire
$659K +$7.34K +93 +1%
WFAG
2275
Wescott Financial Advisory Group
Pennsylvania
$659K -$71.2K -902 -10%
89 90
91
92 93