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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2576
Welch & Forbes
Massachusetts
$292K +$14.8K +180 +6%
WPA
2577
West Paces Advisors
Georgia
$292K +$1.65K +20 +0.6%
BB
2578
Berkshire Bank
Massachusetts
$292K +$270K +3,280 New
MPCG
2579
Matrix Private Capital Group
New York
$291K – – –
BZWA
2580
Blue Zone Wealth Advisors
California
$291K +$269K +3,270 New
CCP
2581
Clarkston Capital Partners
Michigan
$291K +$269K +3,270 New
CWC
2582
Carolinas Wealth Consulting
North Carolina
$289K -$70.8K -860 -21%
AFG
2583
Allegheny Financial Group
Pennsylvania
$289K -$74.1K -900 -22%
AFP
2584
Alpha Financial Partners
Kentucky
$289K +$267K +3,240 New
IFPG
2585
Intrepid Financial Planning Group
Indiana
$288K – – –
SFG
2586
Seamount Financial Group
Colorado
$288K +$10.7K +130 +4%
PWM
2587
Palumbo Wealth Management
New York
$287K – – –
BFS
2588
Burkett Financial Services
South Carolina
$287K -$5.76K -70 -2%
MPW
2589
MGO Private Wealth
California
$287K – – –
TCM
2590
TABR Capital Management
California
$287K +$265K +3,220 New
GWP
2591
Gateway Wealth Partners
Wisconsin
$287K +$265K +3,220 New
WWP
2592
Waypoint Wealth Partners
California
$286K +$264K +3,210 New
RFS
2593
Richardson Financial Services
Massachusetts
$285K +$102K +1,240 +64%
BMWM
2594
Brown Miller Wealth Management
Virginia
$285K -$23.9K -290 -8%
DAM
2595
Delta Asset Management
Tennessee
$285K – – –
SC
2596
Searle & Co
Connecticut
$285K – – –
TWM
2597
Tanager Wealth Management
United Kingdom
$284K +$29.6K +360 +13%
IA
2598
IFG Advisors
Missouri
$284K +$263K +3,190 New
FLP
2599
Financial Life Planners
Arizona
$284K +$263K +3,190 New
W
2600
Wealthquest
Ohio
$283K -$150K -1,820 -36%
102 103
104
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