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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2151
Auxano Advisors
Washington
$716K +$35.5K +78 +5%
TAM
2152
Taurus Asset Management
New York
$716K -$22.8K -50 -3%
MKC
2153
M. Kraus & Co
Vermont
$715K – – –
WI
2154
Wedgewood Investors
Pennsylvania
$715K +$738K +1,620 New
MIC
2155
Means Investment Company
Maine
$714K -$22.3K -49 -3%
CCP
2156
Cassia Capital Partners
North Carolina
$713K +$15.5K +34 +2%
DMBA
2157
Deseret Mutual Benefit Administrators
Utah
$712K +$26K +57 +4%
AWE
2158
Avidian Wealth Enterprises
Texas
$712K +$301K +660 +69%
HNWAG
2159
High Net Worth Advisory Group
Florida
$711K – – –
SAM
2160
SignalPoint Asset Management
Missouri
$711K – – –
CT
2161
ClearAlpha Technologies
Connecticut
$709K +$280K +614 +62%
SL
2162
Salomon & Ludwin
Virginia
$709K -$90.2K -198 -11%
PSC
2163
Prentiss Smith & Co
Vermont
$708K – – –
TCWM
2164
Total Clarity Wealth Management
Illinois
$706K -$51.5K -113 -7%
SFO
2165
Stokes Family Office
Louisiana
$706K +$87.9K +193 +14%
RFA
2166
Resurgent Financial Advisors
Georgia
$704K -$4.1K -9 -0.6%
ZF
2167
Zhang Financial
Michigan
$701K +$1.37K +3 +0.2%
FCA
2168
FLC Capital Advisors
California
$700K – – –
SB
2169
Sunflower Bank
Texas
$699K +$14.1K +31 +2%
MIM
2170
Moseley Investment Management
Florida
$699K – – –
BMC
2171
Beaton Management Company
Massachusetts
$698K – – –
TA
2172
TFG Advisers
Michigan
$698K -$61K -134 -8%
QFA
2173
Quantum Financial Advisors
California
$695K – – –
SIC
2174
Salem Investment Counselors
North Carolina
$692K -$3.64K -8 -0.5%
LP
2175
LGL Partners
Pennsylvania
$690K +$456 +1 +0.1%
85 86
87
88 89