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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
2551
Tempus Wealth Planning
California
$3.23M -$267K -1,271 -8%
CA
2552
Capital Advantage
California
$3.23M -$4.62K -22 -0.1%
FC
2553
Financial Consulate
Maryland
$3.23M -$20.6K -98 -0.6%
PA
2554
Paragon Advisors
Texas
$3.23M +$847K +4,032 +36%
RZH
2555
Relyea Zuckerberg Hanson
Connecticut
$3.22M +$32.1K +153 +1%
CG
2556
Cutler Group
California
$3.22M +$1.62M +7,726 +102%
BIA
2557
Bigelow Investment Advisors
Maine
$3.21M -$52.5K -250 -2%
EWM
2558
EPG Wealth Management
Georgia
$3.21M +$10.5K +50 +0.3%
MG
2559
Mather Group
Illinois
$3.2M +$750K +3,573 +31%
APW
2560
Aurora Private Wealth
New Jersey
$3.2M +$63.6K +303 +2%
FNBOSM
2561
First National Bank of South Miami
Florida
$3.19M -$173K -825 -5%
CPSC
2562
Carl P. Sherr & Co
Massachusetts
$3.19M -$1.47K -7 -0%
IIA
2563
ICW Investment Advisors
Arizona
$3.18M -$5.67K -27 -0.2%
C
2564
Certuity
Florida
$3.18M +$885K +4,215 +39%
OFS
2565
OneAscent Financial Services
Alabama
$3.18M +$436K +2,076 +16%
CP
2566
Covenant Partners
Tennessee
$3.17M -$507K -2,414 -14%
WAAG
2567
Wealth Alliance Advisory Group
Kansas
$3.17M -$179K -850 -5%
TAM
2568
Todd Asset Management
Kentucky
$3.16M -$110K -525 -3%
UFG
2569
United Fire Group
Iowa
$3.15M – – –
AF
2570
Ally Financial
Michigan
$3.15M +$3.15M +15,000 New
MA
2571
MYDA Advisors
New York
$3.15M +$3.15M +15,000 New
NFAM
2572
North Fourth Asset Management
New Jersey
$3.15M +$3.15M +15,000 New
CYG
2573
Clean Yield Group
Vermont
$3.15M -$10.3K -49 -0.3%
ACA
2574
Atlas Capital Advisors
Wyoming
$3.15M -$39.9K -190 -1%
HR
2575
Hayden Royal
North Carolina
$3.15M +$270K +1,284 +9%
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