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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
1576
MGO One Seven
Ohio
$618K +$212K +713 +39%
CWG
1577
Cornerstone Wealth Group
North Carolina
$607K +$190K +639 +34%
HC
1578
Henshaw Capital
Massachusetts
$606K -$32.7K -110 -4%
RA
1579
RFG Advisory
Alabama
$604K -$22.9K -77 -3%
LFM
1580
Lumina Fund Management
New York
$604K +$743K +2,500 New
FIB
1581
First Interstate Bank
Montana
$602K -$50.8K -171 -6%
CF
1582
Copperwynd Financial
Arizona
$600K -$118K -396 -14%
MGAM
1583
McGowan Group Asset Management
Texas
$600K +$293K +985 +66%
AL
1584
Aspiriant LLC
California
$595K -$455K -1,531 -38%
EM
1585
Excalibur Management
Massachusetts
$595K +$235K +790 +47%
TCWM
1586
Total Clarity Wealth Management
Illinois
$590K -$27.9K -94 -4%
NFG
1587
Nations Financial Group
Iowa
$590K +$147K +493 +25%
PIA
1588
Perennial Investment Advisors
California
$589K +$41.6K +140 +6%
PJB
1589
Paul John Balson
California
$589K +$725K +2,437 New
LWM
1590
Laidlaw Wealth Management
New York
$588K +$28.5K +96 +4%
CIM
1591
Chiron Investment Management
New York
$586K +$722K +2,427 New
BWA
1592
Beam Wealth Advisors
Louisiana
$582K -$82.1K -276 -10%
LC
1593
Lindbrook Capital
California
$582K +$266K +896 +59%
IIM
1594
Intact Investment Management
Quebec, Canada
$581K – – –
NDSI
1595
Newman Dignan & Sheerar Inc
Rhode Island
$580K -$53.2K -179 -7%
PTC
1596
Provident Trust Company
Wisconsin
$580K – – –
NQWM
1597
Northwest Quadrant Wealth Management
Oregon
$579K -$38.7K -130 -6%
AAP
1598
Arax Advisory Partners
Colorado
$579K +$13.1K +44 +2%
GVAG
1599
Great Valley Advisor Group
Delaware
$579K +$16.9K +57 +2%
BFO
1600
Biltmore Family Office
North Carolina
$578K +$5.95K +20 +0.8%
62 63
64
65 66