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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
3551
Uptown Financial Advisors
Texas
$696K +$698K +1,189 New
BDA
3552
Borer Denton & Associates
Pennsylvania
$696K – – –
BBNB
3553
Baker Boyer National Bank
Washington
$694K -$89.8K -153 -11%
HP
3554
Holistic Planning
Texas
$692K +$17.6K +30 +3%
SC
3555
Searle & Co
Connecticut
$691K +$65.7K +112 +10%
DWM
3556
Dogwood Wealth Management
Kansas
$690K +$18.8K +32 +3%
RFA
3557
Register Financial Advisors
Georgia
$689K -$20.5K -35 -3%
CAM
3558
CenterStar Asset Management
Illinois
$687K +$690K +1,175 New
PMA
3559
Prudent Man Advisors
Illinois
$687K -$33.5K -57 -5%
EW
3560
Enzi Wealth
Texas
$685K +$11.7K +20 +2%
MWM
3561
MGB Wealth Management
Texas
$684K +$174K +296 +34%
PW
3562
PUREfi Wealth
Massachusetts
$683K +$684K +1,166 New
FUBT
3563
First United Bank & Trust
Maryland
$683K – – –
FFBTD
3564
First Financial Bank - Trust Division
Ohio
$682K +$11.7K +20 +2%
BAM
3565
Broyhill Asset Management
North Carolina
$681K +$683K +1,163 New
TWA
3566
Talisman Wealth Advisors
New Jersey
$680K +$1.76K +3 +0.3%
SICM
3567
Sustainable Insight Capital Management
New York
$680K -$58.7K -100 -8%
SCM
3568
Saxony Capital Management
Missouri
$680K -$83.9K -143 -11%
TAM
3569
Townsend Asset Management
North Carolina
$679K +$38.2K +65 +6%
OPPS
3570
Obsidian Personal Planning Solutions
Maryland
$679K -$587 -1 -0.1%
HCG
3571
Haven Capital Group
California
$679K +$680K +1,159 New
MWG
3572
Martin Worley Group
Utah
$678K +$679K +1,157 New
GFG
3573
Grantvest Financial Group
New Jersey
$677K +$679K +1,156 New
OWM
3574
Opes Wealth Management
California
$676K +$31.1K +53 +5%
EIG
3575
Ellenbecker Investment Group
Wisconsin
$674K +$25.8K +44 +4%
141 142
143
144 145