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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2551
Ullmann Wealth Partners Group
Florida
$481K -$414K -3,841 -90%
WTA
2552
Washington Trust Advisors
Massachusetts
$480K +$1.83K +17 +0.3%
WG
2553
Warner Group
Connecticut
$480K +$19K +176 +4%
CC
2554
Courier Capital
New York
$479K – – –
PPW
2555
Pasadena Private Wealth
California
$479K -$5.82K -54 -1%
TNA
2556
True North Advisors
Texas
$478K -$339K -3,146 -38%
OHWP
2557
Oak Harbor Wealth Partners
North Carolina
$477K +$40.1K +372 +8%
GWM
2558
Greenline Wealth Management
Florida
$477K +$548K +5,083 New
BFPW
2559
BOK Financial Private Wealth
Colorado
$476K -$23K -213 -4%
WWA
2560
Wisconsin Wealth Advisors
Wisconsin
$475K +$84.1K +780 +18%
PIM
2561
Penobscot Investment Management
Massachusetts
$475K -$313K -2,900 -36%
WS
2562
Wilian Securities
Minnesota
$473K +$544K +5,042 New
EW
2563
Expressive Wealth
Illinois
$472K +$543K +5,039 New
OW
2564
Olistico Wealth
Oklahoma
$472K +$543K +5,038 New
VF
2565
Vawter Financial
Ohio
$472K – – –
FNA
2566
First National Advisers
Nebraska
$472K +$542K +5,029 New
TWM
2567
Tortuga Wealth Management
California
$470K +$541K +5,016 New
BOM
2568
Bank of Marin
California
$469K -$30.6K -284 -5%
HAM
2569
Harmony Asset Management
Arizona
$469K +$34.9K +324 +7%
IASG
2570
Investment Advisory Services Group
Florida
$469K +$539K +5,001 New
HA
2571
Harbor Advisors
Florida
$469K – – –
IRC
2572
Investors Research Corp
Georgia
$469K – – –
HCA
2573
Hardworking Capital Advisors
California
$469K +$539K +5,000 New
FAG
2574
Fortitude Advisory Group
Washington
$468K +$88.4K +820 +20%
BMC
2575
Beaton Management Company
Massachusetts
$467K +$135K +1,250 +34%
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103
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