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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2601
Opal Wealth Advisors
New York
$801K +$53.7K +165 +8%
EFG
2602
Ethos Financial Group
Pennsylvania
$801K +$175K +537 +31%
CA
2603
Crane Advisory
California
$800K -$32.6K -100 -4%
CAS
2604
Coppell Advisory Solutions
Texas
$799K +$571K +1,753 +265%
FNC
2605
First National Corp
Massachusetts
$795K +$25.7K +79 +4%
PA
2606
PSI Advisors
Florida
$794K +$23.4K +72 +3%
CW
2607
CIC Wealth
Maryland
$794K +$4.88K +15 +0.7%
PCMC
2608
Private Capital Management (Colorado)
Colorado
$794K +$74.9K +230 +11%
SCM
2609
Steele Capital Management
Iowa
$793K +$729K +2,240 New
MC
2610
Merlin Capital
Rhode Island
$793K +$2.28K +7 +0.3%
GA
2611
Gateway Advisory
New Jersey
$791K +$47.9K +147 +7%
PCMF
2612
Private Capital Management (Florida)
Florida
$789K +$3.91K +12 +0.5%
PSP
2613
Pacific Sage Partners
Washington
$789K +$7.49K +23 +1%
SP
2614
Saranac Partners
$789K -$173K -530 -19%
TCM
2615
Tufton Capital Management
Maryland
$788K -$76.5K -235 -10%
MCM
2616
Mengis Capital Management
Oregon
$787K – – –
PRI
2617
Prepared Retirement Institute
Pennsylvania
$786K +$723K +2,221 New
CC
2618
Cadinha & Co
Hawaii
$786K +$3.26K +10 +0.5%
KA
2619
Kozak & Associates
Colorado
$785K +$7.16K +22 +1%
IIM
2620
InTrack Investment Management
Vermont
$785K +$198K +607 +38%
TCBWMS
2621
Texas Capital Bank Wealth Management Services
Texas
$783K -$333K -1,022 -32%
PP
2622
Patron Partners
Texas
$782K -$19.5K -60 -3%
AWM
2623
Aprio Wealth Management
Georgia
$779K +$178K +547 +33%
RP
2624
Rowlandmiller & Partners
Georgia
$777K +$1.63K +5 +0.2%
FPGK
2625
Financial Partners Group (Kansas)
Kansas
$777K +$38.4K +118 +6%
103 104
105
106 107