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Name Holding Trade Value Shares
Change 		Change in
Stake
W
3026
WealthCollab
Washington
$903K +$18K +35 +2%
SFP
3027
Sterling Financial Planning
New Jersey
$903K +$10.3K +20 +1%
NP
3028
Ninepoint Partners
Ontario, Canada
$900K +$714K +1,387 +750%
LA
3029
Lifeworks Advisors
Michigan
$900K +$255K +495 +46%
RB
3030
Renasant Bank
Mississippi
$898K -$21.1K -41 -3%
BPFA
3031
Barnes Pettey Financial Advisors
Mississippi
$898K – – –
G
3032
GenTrust
Florida
$896K +$806K +1,566 New
RCM
3033
Radnor Capital Management
Pennsylvania
$896K -$15.4K -30 -2%
RRA
3034
Round Rock Advisors
Connecticut
$896K +$128K +248 +19%
BW
3035
Basepoint Wealth
Iowa
$895K -$103K -200 -11%
RWRC
3036
R.W. Roge & Company
New York
$895K – – –
LIA
3037
Lynx Investment Advisory
District of Columbia
$895K +$120K +233 +18%
BIA
3038
Bigelow Investment Advisors
Maine
$894K +$38.6K +75 +5%
PCS
3039
Private Client Services
Kentucky
$893K +$374K +726 +87%
PCMF
3040
Private Capital Management (Florida)
Florida
$891K +$9.26K +18 +1%
KAM
3041
Knightsbridge Asset Management
California
$891K +$96.7K +188 +14%
FFWM
3042
Future Financial Wealth Management
Ohio
$891K -$129K -250 -14%
PT
3043
Plimoth Trust
Massachusetts
$890K -$26.2K -51 -3%
ECM
3044
Estabrook Capital Management
New York
$890K +$5.14K +10 +0.6%
SFS
3045
Strategic Financial Services
New York
$890K +$51.5K +100 +7%
AWM
3046
Austin Wealth Management
Texas
$889K +$10.8K +21 +1%
WDG
3047
Wealth Dimensions Group
Ohio
$887K +$42.2K +82 +6%
SAM
3048
S.A. Mason
Michigan
$884K +$36K +70 +5%
EFA
3049
Evernest Financial Advisors
Indiana
$883K +$94.7K +184 +14%
4WM
3050
4J Wealth Management
Virginia
$883K +$2.06K +4 +0.3%
120 121
122
123 124