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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3201
Isthmus Partners
Wisconsin
$1.37M – – –
C1AG
3202
Client 1st Advisory Group
Florida
$1.37M +$6.18K +10 +0.5%
HBW
3203
Hazlett, Burt & Watson
West Virginia
$1.37M +$21.6K +35 +2%
FNC
3204
First National Corp
Massachusetts
$1.37M – – –
LF
3205
Lantz Financial
Illinois
$1.37M +$34.6K +56 +3%
GAA
3206
Guardian Asset Advisors
Pennsylvania
$1.37M +$143K +232 +14%
NCM
3207
Nelson Capital Management
California
$1.37M -$88.4K -143 -7%
PWP
3208
Phillips Wealth Planners
Mississippi
$1.36M +$138K +224 +13%
SA
3209
Sincerus Advisory
New York
$1.36M +$66.1K +107 +6%
IA
3210
IAM Advisory
Pennsylvania
$1.36M +$9.89K +16 +0.9%
PAMS
3211
Pinpoint Asset Management (Singapore)
$1.36M +$1.14M +1,842 New
ME
3212
McIlrath & Eck
Washington
$1.36M +$56.8K +92 +5%
HWM
3213
Howard Wealth Management
Connecticut
$1.36M -$8.65K -14 -0.8%
IPW
3214
Impact Partnership Wealth
Georgia
$1.36M +$130K +210 +13%
OFG
3215
Oxford Financial Group
Indiana
$1.36M -$177K -287 -13%
LIA
3216
Lynx Investment Advisory
District of Columbia
$1.36M +$3.71K +6 +0.3%
MC
3217
Montag & Caldwell
Georgia
$1.36M +$140K +226 +14%
FCB
3218
First County Bank
Connecticut
$1.36M -$110K -178 -9%
TCOTS
3219
Trust Company of the South
North Carolina
$1.36M – – –
TCWM
3220
Total Clarity Wealth Management
Illinois
$1.35M +$1.24K +2 +0.1%
CG
3221
Clarus Group
Texas
$1.35M +$30.9K +50 +3%
CA
3222
CapWealth Advisors
Tennessee
$1.35M -$5.56K -9 -0.5%
BOM
3223
Bank of Marin
California
$1.35M +$63K +102 +6%
RWA
3224
Rooted Wealth Advisors
Illinois
$1.35M +$46.3K +75 +4%
LWM
3225
LeConte Wealth Management
Tennessee
$1.35M +$370K +599 +49%
127 128
129
130 131