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Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
2651
Tower View Wealth Management
Wisconsin
$332K +$17.7K +38 +6%
MWP
2652
Madison Wealth Partners
Wisconsin
$330K +$310K +667 New
SICM
2653
Sustainable Insight Capital Management
New York
$329K – – –
KIG
2654
Kowal Investment Group
Wisconsin
$328K -$930 -2 -0.3%
TBC
2655
Ted Buchan & Co
California
$327K – – –
WOSD
2656
WFA of San Diego
California
$327K – – –
ODA
2657
One Degree Advisors
California
$326K – – –
I
2658
INVST
Indiana
$326K -$78.6K -169 -20%
MHIC
2659
Marble Harbor Investment Counsel
Massachusetts
$326K – – –
JFA
2660
JNBA Financial Advisors
Minnesota
$325K – – –
CSB
2661
City State Bank
Iowa
$324K – – –
NFG
2662
Nadler Financial Group
Illinois
$324K – – –
FFA
2663
Founders Financial Alliance
North Carolina
$324K +$1.86K +4 +0.6%
GSIAS
2664
Garden State Investment Advisory Services
New Jersey
$324K +$14.4K +31 +5%
SCA
2665
Sandy Cove Advisors
Massachusetts
$322K +$14K +30 +5%
SHF
2666
Stage Harbor Financial
Massachusetts
$322K +$27.9K +60 +10%
BCP
2667
Berkeley Capital Partners
Georgia
$322K +$1.4K +3 +0.5%
OHWP
2668
Oak Harbor Wealth Partners
North Carolina
$321K -$1.4K -3 -0.5%
LWM
2669
LongView Wealth Management
Georgia
$321K -$16.3K -35 -5%
MS
2670
Mizuho Securities
Japan
$321K +$219K +470 +261%
ATC
2671
Adirondack Trust Company
New York
$320K – – –
RPGK
2672
Retirement Planning Group (Kansas)
Kansas
$319K +$301K +647 New
LGW
2673
Leslie Global Wealth
Illinois
$316K +$12.1K +26 +4%
SIAG
2674
Safeguard Investment Advisory Group
California
$315K +$297K +638 New
W
2675
Wealthquest
Ohio
$314K – – –
105 106
107
108 109