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Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
2301
Canandaigua National Trust of Florida
New York
$537K +$126K +1,801 +31%
SA
2302
SRH Advisors
Kansas
$536K +$2.51K +36 +0.5%
FWP
2303
Firethorn Wealth Partners
Georgia
$536K -$17.4K -250 -3%
MHR
2304
Matthew Hamilton Rosenberg
$536K +$37K +531 +7%
BWM
2305
BankPlus Wealth Management
Mississippi
$535K -$8.09K -116 -1%
CWAG
2306
Compton Wealth Advisory Group
Virginia
$535K – – –
OIA
2307
Oakmont Investment Advisors
Pennsylvania
$533K +$532K +7,629 New
CWM
2308
Challenger Wealth Management
California
$533K +$4.39K +63 +0.8%
BWG
2309
Beta Wealth Group
California
$533K -$13.5K -193 -2%
CCA
2310
Carrera Capital Advisors
Michigan
$533K +$69.5K +997 +15%
SOAMC
2311
Spirit of America Management Corp
New York
$531K – – –
VAM
2312
Verity Asset Management
North Carolina
$531K -$561K -8,051 -51%
USB
2313
Union Savings Bank
Connecticut
$530K +$528K +7,578 New
GWA
2314
Gratus Wealth Advisors
Virginia
$530K -$30.9K -443 -6%
CP
2315
Canopy Partners
Ohio
$529K +$40.4K +580 +8%
TB
2316
Terril Brothers
Missouri
$527K – – –
FG
2317
Foster Group
Iowa
$527K +$46K +660 +10%
PF
2318
Prota Financial
Texas
$527K +$525K +7,534 New
RCM
2319
RMR Capital Management
California
$525K – – –
BFA
2320
Buttonwood Financial Advisors
Maryland
$524K -$25.4K -365 -5%
AWAP
2321
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$524K +$4.67K +67 +0.9%
JFGLC
2322
Johnson Financial Group LLC (Colorado)
Colorado
$523K +$522K +7,481 New
PCMC
2323
Paragon Capital Management (Colorado)
Colorado
$523K -$24.8K -356 -5%
HCWM
2324
Hidden Cove Wealth Management
Washington
$522K +$27.7K +398 +6%
PWMA
2325
Pension & Wealth Management Advisors
Massachusetts
$522K +$7.11K +102 +1%
91 92
93
94 95