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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
4076
Birchwood Financial Partners
Minnesota
$543K – – –
BC
4077
Burnham & Co
Michigan
$542K +$589K +963 New
AP
4078
Atwood & Palmer
Missouri
$542K +$27.5K +45 +5%
SHA
4079
Seneca House Advisors
Virginia
$541K +$63.6K +104 +12%
SFG
4080
Southern Financial Group
Alabama
$541K -$13.5K -22 -2%
OWM
4081
Orgel Wealth Management
Wisconsin
$541K +$25.7K +42 +5%
LIA
4082
LifePlan Investment Advisors
North Carolina
$540K +$43.4K +71 +8%
PWM
4083
Paulson Wealth Management
Illinois
$540K +$4.89K +8 +0.8%
IAG
4084
Investmark Advisory Group
Connecticut
$540K +$69.7K +114 +14%
LG
4085
LAM Group
Oregon
$540K – – –
LC
4086
Lincoln Capital
Nebraska
$539K +$3.67K +6 +0.6%
LWPC
4087
Legacy Wealth Partners (Colorado)
Colorado
$537K -$40.4K -66 -6%
AWP
4088
Avid Wealth Partners
Texas
$536K -$96.6K -158 -14%
SLG
4089
Sanchez Levi Garrett
$536K +$40.4K +66 +7%
GWA
4090
Genesis Wealth Advisors
Massachusetts
$535K – – –
CFO
4091
Capitol Family Office
Oregon
$535K +$119K +194 +26%
PPW
4092
Presilium Private Wealth
Pennsylvania
$535K -$2.45K -4 -0.4%
GCP
4093
Gill Capital Partners
Colorado
$533K -$6.12K -10 -1%
BF
4094
Baring Financial
Washington
$533K -$3.06K -5 -0.5%
SWMG
4095
Sard Wealth Management Group
Georgia
$533K +$7.34K +12 +1%
BWM
4096
BankPlus Wealth Management
Mississippi
$532K +$125K +205 +28%
WCM
4097
Windsor Capital Management
Arizona
$530K – – –
BH
4098
Burk Holdings
Oklahoma
$529K -$59.3K -97 -9%
S
4099
Sachetta
Massachusetts
$527K +$103K +169 +22%
FHB
4100
First Hawaiian Bank
Hawaii
$527K – – –
162 163
164
165 166