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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
2051
Eley Financial Management
Vermont
$753K -$5.62K -33 -0.9%
CF
2052
Copperwynd Financial
Arizona
$752K +$87.2K +512 +17%
FWS
2053
FinDec Wealth Services
California
$752K +$511 +3 +0.1%
CAMV
2054
Concord Asset Management (Virginia)
Virginia
$750K +$603K +3,541 New
PBO
2055
Peoples Bank (Ohio)
Ohio
$749K -$852 -5 -0.1%
HIM
2056
Hillsdale Investment Management
Ontario, Canada
$749K -$57.9K -340 -9%
LWM
2057
Lodestone Wealth Management
Washington
$748K – – –
CAGAS
2058
Capital Advisory Group Advisory Services
Minnesota
$748K +$25K +147 +4%
ITIM
2059
Indiana Trust & Investment Management
Indiana
$748K +$39.3K +231 +7%
EVM
2060
Evelyn V. Moreno
$747K -$752K -4,417 -56%
BIA
2061
Benchmark Investment Advisors
Illinois
$745K -$40.9K -240 -6%
AHC
2062
Adell Harriman & Carpenter
Texas
$744K -$17K -100 -3%
FWM
2063
Fortress Wealth Management
California
$743K – – –
CDH
2064
Charles D. Hyman
$740K -$22.1K -130 -4%
EW
2065
Element Wealth
Mississippi
$739K +$7.15K +42 +1%
IDBONY
2066
Israel Discount Bank of New York
New York
$739K -$136K -798 -19%
CP
2067
Covenant Partners
Tennessee
$738K +$593K +3,483 New
HIC
2068
Holderness Investments Company
North Carolina
$735K -$30.8K -181 -5%
CB
2069
CNB Bank
Pennsylvania
$733K -$325K -1,911 -36%
TPW
2070
Transatlantique Private Wealth
New York
$732K +$65.6K +385 +13%
BOS
2071
Bank of Stockton
California
$732K -$41.7K -245 -7%
CWM
2072
Cherrydale Wealth Management
New Jersey
$732K +$222K +1,302 +61%
CWS
2073
Confluence Wealth Services
Pennsylvania
$731K +$18.4K +108 +3%
BAM
2074
Berkshire Asset Management
Pennsylvania
$731K +$587K +3,448 New
RC
2075
Rovin Capital
Arizona
$729K +$59.6K +350 +11%
81 82
83
84 85