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Name Holding Trade Value Shares
Change 		Change in
Stake
STB
3276
S&T Bank
Pennsylvania
$212K +$21.9K +44 +12%
CWAF
3277
Core Wealth Advisors (Florida)
Florida
$212K -$74.3K -149 -27%
BSTWA
3278
Blake Schutter Theil Wealth Advisors
Ohio
$212K – – –
BFA
3279
Beacon Financial Advisory
Ohio
$211K -$37.9K -76 -16%
CW
3280
Cedarwood Wealth
Colorado
$211K -$15.5K -31 -7%
FI
3281
Finivi Inc
Massachusetts
$210K +$204K +410 New
CIA
3282
CCM Investment Advisers
South Carolina
$210K -$36.4K -73 -15%
ONSWM
3283
Old North State Wealth Management
North Carolina
$210K -$30.9K -62 -13%
CC
3284
Climber Capital
Switzerland
$210K -$350K -701 -63%
FA
3285
Fiducient Advisors
Illinois
$209K -$302K -606 -60%
BSC
3286
Brown Shipley & Co
United Kingdom
$209K -$19.4K -39 -9%
CSWG
3287
Cardinal Strategic Wealth Guidance
Kentucky
$209K -$997 -2 -0.5%
CHA
3288
Cooper/Haims Advisors
New York
$209K – – –
FC
3289
Fairscale Capital
New Hampshire
$209K – – –
RAM
3290
Rempart Asset Management
Canada
$209K – – –
TCM
3291
Tufton Capital Management
Maryland
$208K -$9.97K -20 -5%
WFAG
3292
Wescott Financial Advisory Group
Pennsylvania
$208K +$202K +405 New
SFS
3293
Summit Financial Strategies
Ohio
$208K – – –
OW
3294
Olistico Wealth
Oklahoma
$207K +$1.99K +4 +1%
PFW
3295
Petros Family Wealth
Minnesota
$207K -$30.4K -61 -13%
SFMG
3296
Sage Financial Management Group
Virginia
$207K – – –
EWP
3297
Equity Wealth Partners
Missouri
$207K +$201K +403 New
IPW
3298
Intergy Private Wealth
Colorado
$206K -$49.9K -100 -20%
CFSG
3299
Community Financial Services Group
Vermont
$206K -$69.3K -139 -26%
BOSSRA
3300
B.O.S.S. Retirement Advisors
Utah
$206K +$199K +400 New
130 131
132
133 134