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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
3051
Gould Capital
Washington
$1.51M +$246K +384 +17%
PWC
3052
Pathfinder Wealth Consulting
North Carolina
$1.51M +$355K +554 +27%
WCFA
3053
Walkner Condon Financial Advisors
Wisconsin
$1.51M +$51.3K +80 +3%
RIG
3054
Renaissance Investment Group
Massachusetts
$1.5M -$5.09M -7,941 -75%
LD
3055
Lipe & Dalton
New York
$1.5M – – –
JF
3056
JMN Financial
Ohio
$1.5M -$17.9K -28 -1%
HC
3057
Hamilton Capital
Ohio
$1.5M +$483K +754 +40%
AW
3058
Atlas Wealth
Ohio
$1.5M -$25K -39 -1%
CNBOF
3059
City National Bank of Florida
Florida
$1.49M +$658K +1,027 +65%
BAM
3060
BOS Asset Management
Illinois
$1.49M -$32.7K -51 -2%
CSB
3061
City State Bank
Iowa
$1.49M +$57K +89 +4%
FA
3062
FF Advisors
California
$1.49M +$8.33K +13 +0.6%
FH
3063
FWG Holdings
Florida
$1.49M -$324K -506 -16%
BIM
3064
Baldwin Investment Management
Pennsylvania
$1.49M +$185K +289 +12%
MWM
3065
Massachusetts Wealth Management
Massachusetts
$1.49M +$9.61K +15 +0.6%
AWMT
3066
AAFMAA Wealth Management & Trust
North Carolina
$1.49M +$19.9K +31 +1%
RPSA
3067
Richard P. Slaughter Associates
Texas
$1.49M -$1.32M -2,060 -44%
LWA
3068
Lantern Wealth Advisors
New York
$1.49M +$117K +183 +8%
FLFS
3069
Family Legacy Financial Solutions
North Carolina
$1.49M +$767K +1,197 +87%
DIM
3070
Delta Investment Management
California
$1.49M +$22.4K +35 +1%
CG
3071
Clifford Group
Massachusetts
$1.49M +$147K +230 +10%
TWM
3072
TCFG Wealth Management
California
$1.49M -$5.77K -9 -0.3%
TIA
3073
TCFG Investment Advisors
California
$1.49M +$1.66M +2,598 New
HFS
3074
Howard Financial Services
Texas
$1.49M +$545K +850 +49%
CWM
3075
Castle Wealth Management
Florida
$1.49M +$39.1K +61 +2%
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123
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